← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1076	HA Harfst & Associates Sheridan, Wyoming	$261K	+$16.1K	1	0.11%	Increased
1077	SLF Sun Life Financial Toronto, Ontario, Canada	$261K	+$198K	1	0.04%	Increased
1078	HCM Hengehold Capital Management Cincinnati, Ohio	$258K	$0	1	0.07%	Maintained
1079	Homrich & Berg Atlanta, Georgia	$254K	+$238K	1	0.02%	New
1080	PAM Paradigm Asset Management New York	$252K	$0	1	0.07%	Maintained
1081	IHT Wealth Management Chicago, Illinois	$252K	-$104K	1	0.06%	Reduced
1082	JFA JNBA Financial Advisors Bloomington, Minnesota	$249K	$0	1	0.05%	Maintained
1083	FRA Front Row Advisors Tiburon, California	$248K	+$1.66K	1	0.16%	Increased
1084	MFW Meristem Family Wealth Minnetonka, Minnesota	$244K	$0	1	0.09%	Maintained
1085	NewEdge Advisors New Orleans, Louisiana	$244K	+$222K	1	0.02%	New
1086	AAM American Asset Management Boca Raton, Florida	$243K	$0	1	0.16%	Maintained
1087	OIA Optimum Investment Advisors Chicago, Illinois	$243K	+$17.3K	2	0.07%	Increased
1088	OneDigital Investment Advisors Overland Park, Kansas	$242K	+$121K	2	0.05%	Increased
1089	Tokio Marine Asset Management Tokyo, Japan	$240K	-$116K	1	0.04%	Reduced
1090	Waverly Advisors Birmingham, Alabama	$237K	+$222K	1	0.04%	New
1091	VAM Visionary Asset Management Houston, Texas	$233K	-$990	1	0.08%	Reduced
1092	FPFS First Personal Financial Services Charlotte, North Carolina	$232K	-$316K	2	0.08%	Reduced
1093	Northeast Financial Consultants Westport, Connecticut	$232K	+$218K	1	0.07%	New
1094	PA Parkside Advisors Berkeley, California	$231K	+$216K	1	0.16%	New
1095	Exencial Wealth Advisors Oklahoma City, Oklahoma	$228K	+$214K	1	0.06%	New
1096	Ferguson Wellman Capital Management Portland, Oregon	$226K	+$211K	1	0.01%	New
1097	SB Simmons Bank Pine Bluff, Arkansas	$225K	+$210K	1	0.02%	New
1098	PFA Pathway Financial Advisors South Burlington, Vermont	$223K	$0	2	0.13%	Maintained
1099	BAM Barrett Asset Management New York	$222K	-$8.66K	2	0.02%	Reduced
1100	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$222K	+$208K	1	0.22%	New