← 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
1101	AC Abbrea Capital Greenbrae, California	$221K	+$207K	1	0.07%	New
1102	Zacks Investment Management Chicago, Illinois	$221K	+$207K	1	0%	New
1103	PEA Pacific Edge Advisors Corona Del Mar, California	$219K	+$205K	1	0.12%	New
1104	Heritage Wealth Advisors Richmond, Virginia	$218K	+$205K	1	0.08%	New
1105	Quadrant Capital Group Cincinnati, Ohio	$218K	+$11K	3	0.08%	Increased
1106	TPCM Three Peaks Capital Management Castle Rock, Colorado	$218K	+$101K	1	0.04%	Increased
1107	WP WMS Partners Towson, Maryland	$217K	+$203K	1	0.03%	New
1108	Evergreen Capital Management Bellevue, Washington	$212K	+$198K	1	0.02%	New
1109	Capital Analysts LLC Fort Washington, Pennsylvania	$211K	$0	1	0.03%	Maintained
1110	CBA Coastal Bridge Advisors Westport, Connecticut	$211K	+$197K	1	0.08%	New
1111	Integrated Wealth Concepts Waltham, Massachusetts	$211K	+$192K	1	0.07%	New
1112	PVAM Pacific View Asset Management San Francisco, California	$209K	+$196K	1	0.17%	New
1113	FSA Franklin Street Advisors Chapel Hill, North Carolina	$208K	+$195K	1	0.03%	New
1114	TL TrueWealth LLC Atlanta, Georgia	$207K	$0	2	0.1%	Maintained
1115	HM Harvest Management New York	$205K	+$191K	1	0.13%	New
1116	CPH C Partners Holding Zurich, Switzerland	$201K	+$11.8K	1	0.08%	Increased
1117	LNB Ledyard National Bank	$193K	+$10.2K	2	0.02%	Increased
1118	Carson Wealth (CWM LLC) Omaha, Nebraska	$191K	+$89.2K	3	0.01%	Increased
1119	First Manhattan New York	$188K	+$12.8K	2	0%	Increased
1120	PCA Peddock Capital Advisors Braintree, Massachusetts	$188K	-$2.55K	1	0.09%	Reduced
1121	TCI Wealth Advisors Tucson, Arizona	$186K	+$31.7K	2	0.08%	Increased
1122	Arax Advisory Partners Denver, Colorado	$183K	+$92K	2	0.08%	Increased
1123	WIM Westside Investment Management Santa Monica, California	$183K	+$12.8K	1	0.06%	Increased
1124	PCG Private Capital Group West Hartford, Connecticut	$170K	+$8.68K	3	0.04%	Increased
1125	Brown Brothers Harriman & Co New York	$169K	+$40.2K	2	0%	Increased