← 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
1251	CA Calton & Associates Tampa, Florida	$346K	+$29K	1	0.11%	Increased
1252	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$346K	+$215K	1	0.14%	Increased
1253	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$340K	+$38.7K	1	0.22%	Increased
1254	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$340K	-$19.5K	1	0.04%	Reduced
1255	&Partners Nashville, Tennessee	$340K	+$70.7K	1	0.49%	Increased
1256	RPC Rossmore Private Capital Glastonbury, Connecticut	$340K	+$19.1K	1	0.13%	Increased
1257	BDF Balasa Dinverno & Foltz	$338K	+$25.9K	1	0.04%	Increased
1258	Horizon Kinetics Asset Management New York	$334K	+$328K	1	0.01%	New
1259	CIM CIM Investment Management Pittsburgh, Pennsylvania	$333K	$0	1	0.13%	Maintained
1260	CL CPWM LLC Seattle, Washington	$332K	-$3.56K	1	0.05%	Reduced
1261	SEC Seven Eight Capital New York	$332K	+$325K	1	0.02%	New
1262	Zacks Investment Management Chicago, Illinois	$332K	+$325K	1	0.01%	New
1263	C Cerebellum San Francisco, California	$330K	+$123K	1	0.29%	Increased
1264	HA Harfst & Associates Sheridan, Wyoming	$329K	+$8.68K	1	0.14%	Increased
1265	YWP YorkBridge Wealth Partners New York	$329K	-$5.98K	2	0.15%	Reduced
1266	DC DeDora Capital Napa, California	$327K	+$320K	1	0.25%	New
1267	SWM Segment Wealth Management Houston, Texas	$326K	+$77.8K	1	0.07%	Increased
1268	EP Wealth Advisors Torrance, California	$325K	+$37.4K	1	0.03%	Increased
1269	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$325K	+$313K	1	0.19%	New
1270	Integrated Wealth Concepts Waltham, Massachusetts	$325K	-$16.6K	1	0.06%	Reduced
1271	JHP James Hambro & Partners London, United Kingdom	$325K	-$186K	1	0.1%	Reduced
1272	NAM North American Management Boston, Massachusetts	$324K	$0	1	0.05%	Maintained
1273	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$321K	-$29.3K	1	0.06%	Reduced
1274	CP Covenant Partners Nashville, Tennessee	$320K	+$287K	1	0.18%	New
1275	JFA JNBA Financial Advisors Bloomington, Minnesota	$319K	+$137K	1	0.07%	Increased