← 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
1276	Caxton Associates (New York) New York	$404K	+$413K	1	0.08%	New
1277	CAIMH Central Asset Investments & Management Holdings Hong Kong	$403K	-$1.62M	1	0.52%	Reduced
1278	Clearstead Advisors Cleveland, Ohio	$403K	+$29.8K	1	0.05%	Increased
1279	Level Four Advisory Services Dallas, Texas	$399K	-$8.81K	1	0.04%	Reduced
1280	PAG Private Advisory Group Redmond, Washington	$397K	+$425K	1	0.17%	New
1281	PB Pinnacle Bancorp Beatrice, Nebraska	$396K	+$7.07K	3	0.23%	Increased
1282	Plancorp LLC Saint Louis, Missouri	$390K	+$33.6K	1	0.15%	Increased
1283	PWA Physician Wealth Advisors Midvale, Utah	$385K	+$374K	1	0.19%	New
1284	SWA Sutton Wealth Advisors Tampa, Florida	$385K	+$27.5K	2	0.21%	Increased
1285	Avalon Investment & Advisory Houston, Texas	$383K	+$49.8K	1	0.01%	Increased
1286	HPWM Highland Private Wealth Management Bellevue, Washington	$383K	+$11.1K	1	0.11%	Increased
1287	SWM Segment Wealth Management Houston, Texas	$382K	+$41.6K	1	0.07%	Increased
1288	GP Geneva Partners Lake Geneva, Wisconsin	$381K	-$2.58M	1	0.3%	Reduced
1289	GLI Guardian Life Insurance New York	$381K	+$54.7K	1	0.06%	Increased
1290	HWA HCR Wealth Advisors Los Angeles, California	$380K	$0	1	0.13%	Maintained
1291	FFG Fortem Financial Group Palm Desert, California	$379K	-$38K	1	0.32%	Reduced
1292	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$378K	+$45.3K	1	0.07%	Increased
1293	Integrated Wealth Concepts Waltham, Massachusetts	$378K	-$17.8K	1	0.04%	Reduced
1294	TCM Teza Capital Management Chicago, Illinois	$378K	+$386K	1	0.1%	New
1295	FC Ferris Capital Marlborough, Massachusetts	$374K	$0	1	0.13%	Maintained
1296	Algert Global San Francisco, California	$372K	-$690K	1	0.14%	Reduced
1297	GSWM Golden State Wealth Management Santa Ana, California	$372K	-$23.7K	1	0.12%	Reduced
1298	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$372K	-$49.5K	1	0.03%	Reduced
1299	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$371K	+$32.4K	1	0.04%	Increased
1300	SM Sabby Management Miami Beach, Florida	$369K	-$302K	1	0.2%	Reduced