← 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
1151	MUFG Securities EMEA London, United Kingdom	$108K	-$920K	1	0%	Reduced
1152	AW Alpha Windward Westwood, Massachusetts	$102K	+$103K	1	0.06%	New
1153	PCM Poehling Capital Management Madison, Wisconsin	$95K	$0	1	0.08%	Maintained
1154	SMFS Squar Milner Financial Services Irvine, California	$92K	+$89.9K	3	0.08%	New
1155	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$90K	+$83.8K	1	0.05%	New
1156	FIB First Interstate Bank Billings, Montana	$89K	$0	1	0.02%	Maintained
1157	JA JOYN Advisors Atlanta, Georgia	$89K	+$40.7K	2	0.02%	Increased
1158	First Horizon Advisors Memphis, Tennessee	$87K	-$638	1	0.01%	Reduced
1159	PMFA Plante Moran Financial Advisors Southfield, Michigan	$83K	-$25.1K	2	0.04%	Reduced
1160	BCM Blume Capital Management Berkeley, California	$82K	-$10.2K	1	0.04%	Reduced
1161	Moneta Group Investment Advisors St Louis, Missouri	$82K	+$63.7K	1	0.01%	Increased
1162	GEA Glen Eagle Advisors Kingston, New Jersey	$79.1K	+$1.02K	1	0.06%	Increased
1163	LWA Lenox Wealth Advisors New York	$74K	-$20.9K	2	0.02%	Reduced
1164	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$73.2K	$0	1	0.06%	Maintained
1165	B Bridgeworth Birmingham, Alabama	$73K	+$69.5K	2	0.03%	New
1166	WAM Watermark Asset Management San Ramon, California	$70K	$0	1	0.03%	Maintained
1167	DSC Duncker Streett & Co St. Louis, Missouri	$68K	+$12.8K	1	0.02%	Increased
1168	GSC G&S Capital Denver, Colorado	$68K	$0	1	0.05%	Maintained
1169	HCM Highlander Capital Management Short Hills, New Jersey	$68K	+$63.8K	1	0.04%	New
1170	HRC Hoertkorn Richard Charles	$68K	$0	1	0.04%	Maintained
1171	HI Hudock Inc Williamsport, Pennsylvania	$66K	-$16.5K	2	0.03%	Reduced
1172	RFA Reilly Financial Advisors La Mesa, California	$66K	$0	1	0.01%	Maintained
1173	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$66K	+$10.8K	1	0.04%	Increased
1174	RE RBC Europe London, United Kingdom	$66K	+$8.85K	2	0.01%	Increased
1175	EARNEST Partners Atlanta, Georgia	$63K	+$8.62K	3	0%	Increased