← 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	MA MANA Advisors New York	$539K	+$557K	1	1.19%	New
1177	Quadrant Capital Group Cincinnati, Ohio	$535K	-$7.5K	3	0.08%	Reduced
1178	FUBT First United Bank & Trust Oakland, Maryland	$533K	+$68.2K	1	0.31%	Increased
1179	PAS Partnervest Advisory Services Santa Barbara, California	$533K	-$9.4K	1	0.21%	Reduced
1180	Exencial Wealth Advisors Oklahoma City, Oklahoma	$524K	$0	1	0.12%	Maintained
1181	MIM Moseley Investment Management Bradenton, Florida	$524K	+$44.8K	1	0.49%	Increased
1182	AF Affiance Financial St. Louis Park, Minnesota	$523K	$0	1	0.32%	Maintained
1183	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$523K	+$54.1K	1	0.21%	Increased
1184	UAS United Asset Strategies Garden City, New York	$520K	+$497K	1	0.12%	New
1185	9WM 9258 Wealth Management Blue Ash, Ohio	$519K	+$303K	2	0.42%	Increased
1186	Homrich & Berg Atlanta, Georgia	$519K	+$118K	1	0.03%	Increased
1187	HBK Investments Dallas, Texas	$518K	-$1.73M	1	0%	Reduced
1188	First Pacific Advisors El Segundo, California	$516K	$0	1	0%	Maintained
1189	OneDigital Investment Advisors Overland Park, Kansas	$510K	+$297K	2	0.04%	Increased
1190	FSA Franklin Street Advisors Chapel Hill, North Carolina	$508K	+$263K	1	0.07%	Increased
1191	Aspiriant LLC Los Angeles, California	$501K	-$6.74K	1	0.04%	Reduced
1192	CP Camelot Portfolios Maumee, Ohio	$501K	-$43.7K	1	0.21%	Reduced
1193	RFO RiverGlades Family Offices Naples, Florida	$492K	+$3.13K	1	0.44%	Increased
1194	JWM Jupiter Wealth Management Glendale, Colorado	$489K	+$171K	1	0.24%	Increased
1195	AB Atlas Brown Louisville, Kentucky	$485K	+$4.07K	1	0.34%	Increased
1196	CBU CIBC Bank USA Chicago, Illinois	$482K	+$47.6K	1	0.07%	Increased
1197	WI Wintrust Investments Chicago, Illinois	$480K	+$231K	1	0.07%	Increased
1198	PWP Principle Wealth Partners Madison, Connecticut	$479K	+$54.8K	1	0.25%	Increased
1199	SG StoneX Group New York	$476K	+$111K	1	0.31%	Increased
1200	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$475K	+$13.9K	1	0.23%	Increased