← 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	HH Hilltop Holdings Dallas, Texas	$318K	+$26.4K	1	0.08%	Increased
1152	QCIG Quad-Cities Investment Group Davenport, Iowa	$316K	$0	1	0.32%	Maintained
1153	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$312K	+$40.9K	1	0.04%	Increased
1154	MSR Main Street Research Lakeville, Connecticut	$312K	-$17.5M	1	0.12%	Reduced
1155	SWA Sutton Wealth Advisors Tampa, Florida	$311K	+$16.6K	2	0.2%	Increased
1156	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$311K	-$411K	1	0.04%	Reduced
1157	HCM Hengehold Capital Management Cincinnati, Ohio	$310K	+$51.2K	1	0.1%	Increased
1158	DF Dent & Co Baltimore, Maryland	$308K	+$13.8K	1	0.01%	Increased
1159	AC Abbrea Capital Greenbrae, California	$307K	+$59.1K	1	0.1%	Increased
1160	MA Mutual Advisors Omaha, Nebraska	$305K	-$450K	1	0.06%	Reduced
1161	Quadrant Capital Group Cincinnati, Ohio	$305K	+$90.6K	3	0.08%	Increased
1162	HT Heritage Trust Oklahoma City, Oklahoma	$304K	$0	1	0.13%	Maintained
1163	Guardian Capital (Canada) Toronto, Ontario, Canada	$303K	+$305K	1	0.01%	New
1164	GEA Glen Eagle Advisors Kingston, New Jersey	$301K	+$221K	1	0.25%	Increased
1165	Allworth Financial Folsom, California	$301K	$0	2	0.01%	Maintained
1166	FCA FLC Capital Advisors Palm Desert, California	$299K	+$300K	1	0.2%	New
1167	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$299K	+$301K	1	0.17%	New
1168	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$298K	+$6.88K	1	0.06%	Increased
1169	Integrated Wealth Concepts Waltham, Massachusetts	$296K	+$64.9K	1	0.08%	Increased
1170	TST Tech Square Trading Boston, Massachusetts	$295K	+$296K	1	2.05%	New
1171	GLI Guardian Life Insurance New York	$294K	+$2.2K	1	0.05%	Increased
1172	IHT Wealth Management Chicago, Illinois	$294K	+$31.5K	1	0.06%	Increased
1173	HPWM Highland Private Wealth Management Bellevue, Washington	$291K	+$9.35K	1	0.11%	Increased
1174	CL CPWM LLC Seattle, Washington	$290K	+$68.8K	1	0.05%	Increased
1175	FPFS First Personal Financial Services Charlotte, North Carolina	$290K	+$20.5K	2	0.1%	Increased