← 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
1301	M Mirova Paris, France	$111K	+$111K	1	0.05%	New
1302	AF Advisornet Financial Minnetonka, Minnesota	$109K	+$67.4K	1	0.02%	Increased
1303	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$109K	+$92.6K	1	0.05%	Increased
1304	AW Alpha Windward Westwood, Massachusetts	$108K	+$11.2K	1	0.08%	Increased
1305	Arax Advisory Partners Denver, Colorado	$108K	-$22K	2	0.04%	Reduced
1306	AI ArchPoint Investors Coral Gables, Florida	$106K	$0	1	0.04%	Maintained
1307	BWA BDO Wealth Advisors Jacksonville, Florida	$105K	$0	2	0.04%	Maintained
1308	KC Knuff & Co Foster City, California	$103K	+$104K	1	0.1%	New
1309	RBC Roble Belko & Company Sewickley, Pennsylvania	$101K	-$67.8K	2	0.04%	Reduced
1310	AssetMark Inc Concord, California	$98K	+$4.89K	2	0%	Increased
1311	Stephens Investment Management Group Houston, Texas	$93K	$0	1	0%	Maintained
1312	Destination Wealth Management Walnut Creek, California	$92K	+$12.8K	1	0.01%	Increased
1313	SMFS Squar Milner Financial Services Irvine, California	$92K	$0	3	0.09%	Maintained
1314	FIB First Interstate Bank Billings, Montana	$89K	$0	1	0.02%	Maintained
1315	MRCM M&R Capital Management Summit, New Jersey	$89K	-$234K	1	0.02%	Reduced
1316	First Horizon Advisors Memphis, Tennessee	$87K	$0	1	0.01%	Maintained
1317	WAM Watermark Asset Management San Ramon, California	$85K	+$14.3K	1	0.04%	Increased
1318	FTI Fiduciary Trust International Lincoln, Massachusetts	$83K	+$82.6K	2	0.03%	New
1319	BCM Blume Capital Management Berkeley, California	$82K	$0	1	0.05%	Maintained
1320	EWM Endurance Wealth Management Providence, Rhode Island	$82K	+$61.9K	1	0.02%	Increased
1321	OneDigital Investment Advisors Overland Park, Kansas	$81K	+$81K	2	0.01%	New
1322	CFGS Concourse Financial Group Securities Birmingham, Alabama	$80K	+$42.8K	3	0.01%	Increased
1323	Wealthspire Advisors (New York) New York	$79K	+$78.6K	2	0.01%	New
1324	WTB Washington Trust Bank Spokane, Washington	$75K	$0	2	0.01%	Maintained
1325	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$73.6K	$0	1	0.07%	Maintained