← 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
1201	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$475K	-$243K	3	0.02%	Reduced
1202	Washington Trust Westerly, Rhode Island	$475K	+$29K	1	0.03%	Increased
1203	CPA Clear Perspective Advisors Aurora, Illinois	$471K	+$223K	2	0.3%	Increased
1204	HFM Hartford Financial Management Hartford, Connecticut	$470K	-$44.9K	2	0.16%	Reduced
1205	PT Plimoth Trust Plymouth, Massachusetts	$466K	+$254K	1	0.15%	Increased
1206	TFS Thoroughbred Financial Services Brentwood, Tennessee	$460K	+$19.6K	1	0.17%	Increased
1207	EH Employers Holdings Reno, Nevada	$455K	+$470K	1	0.25%	New
1208	NIM NuWave Investment Management Parsippany, New Jersey	$453K	-$98.4K	2	0.48%	Reduced
1209	Savant Capital Rockford, Illinois	$453K	-$21.2K	1	0.06%	Reduced
1210	CDH Charles D. Hyman	$452K	$0	1	0.05%	Maintained
1211	EVC Eidelman Virant Capital Saint Louis, Missouri	$451K	+$466K	1	0.24%	New
1212	ACS Archford Capital Strategies Swansea, Illinois	$449K	+$171K	1	0.16%	Increased
1213	FFC First Financial Corp Terre Haute, Indiana	$449K	-$8.93K	1	0.36%	Reduced
1214	Horizon Investments Charlotte, North Carolina	$449K	+$43.9K	1	0.01%	Increased
1215	SAM Sompo Asset Management Tokyo, Japan	$448K	+$462K	1	0.13%	New
1216	SWA Stratos Wealth Advisors Beachwood, Ohio	$447K	-$18K	1	0.18%	Reduced
1217	PA PFG Advisors Phoenix, Arizona	$442K	+$17.2K	1	0.12%	Increased
1218	AWA ARS Wealth Advisors St. Petersburg, Florida	$441K	$0	1	0.14%	Maintained
1219	QCM Quest Capital Management Dallas, Texas	$440K	-$168K	1	0.11%	Reduced
1220	Artemis Investment Management Edinburgh, United Kingdom	$438K	-$31.4M	1	0.01%	Reduced
1221	NL NWAM LLC Mercer Island, Washington	$437K	+$9.09K	1	0.09%	Increased
1222	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$431K	+$445K	1	0.23%	New
1223	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$430K	$0	1	0.03%	Maintained
1224	Ingalls & Snyder LLC New York	$427K	-$19.3K	1	0.02%	Reduced
1225	RegentAtlantic Capital Morristown, New Jersey	$427K	+$6.27K	1	0.03%	Increased