← 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
1176	AF Affiance Financial St. Louis Park, Minnesota	$469K	$0	1	0.3%	Maintained
1177	CS Comerica Securities Detroit, Michigan	$469K	+$195K	1	0.05%	Increased
1178	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$469K	+$120K	1	0.17%	Increased
1179	Driehaus Capital Management Chicago, Illinois	$468K	-$528K	1	0.02%	Reduced
1180	Ingalls & Snyder LLC New York	$465K	+$15.8K	1	0.02%	Increased
1181	Washington Trust Westerly, Rhode Island	$463K	-$28.7K	1	0.03%	Reduced
1182	Crestwood Advisors Group Boston, Massachusetts	$461K	+$63.1K	1	0.03%	Increased
1183	AWA ARS Wealth Advisors St. Petersburg, Florida	$460K	+$32.5K	1	0.15%	Increased
1184	TFS Thoroughbred Financial Services Brentwood, Tennessee	$460K	+$121K	1	0.19%	Increased
1185	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$458K	+$52K	2	0.08%	Increased
1186	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$457K	+$188K	1	0.05%	Increased
1187	CBU CIBC Bank USA Chicago, Illinois	$455K	-$1.86K	1	0.06%	Reduced
1188	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$449K	$0	1	0.04%	Maintained
1189	SP Symmetry Partners Glastonbury, Connecticut	$449K	+$430K	2	0.08%	New
1190	TST Tech Square Trading Boston, Massachusetts	$449K	+$106K	1	0.67%	Increased
1191	NL NWAM LLC Mercer Island, Washington	$447K	+$29.8K	1	0.1%	Increased
1192	PWP Principle Wealth Partners Madison, Connecticut	$445K	+$26K	1	0.25%	Increased
1193	FFG Fortem Financial Group Palm Desert, California	$443K	+$62K	1	0.46%	Increased
1194	AIC Argus Investors Counsel New York	$441K	+$432K	1	0.21%	New
1195	Glenview Trust Louisville, Kentucky	$440K	$0	1	0.03%	Maintained
1196	RegentAtlantic Capital Morristown, New Jersey	$440K	+$35K	1	0.03%	Increased
1197	PA PFG Advisors Phoenix, Arizona	$439K	-$46.5K	1	0.13%	Reduced
1198	HH Hilltop Holdings Dallas, Texas	$438K	+$68.5K	1	0.09%	Increased
1199	Bridges Investment Management Omaha, Nebraska	$436K	+$426K	1	0.02%	New
1200	EM Emancipation Management New York	$436K	+$426K	1	1.13%	New