← 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
1351	KFI Key Financial Inc West Chester, Pennsylvania	$491K	$0	1	0.5%	Maintained
1352	Maverick Capital Dallas, Texas	$491K	+$585K	1	0.01%	New
1353	EFS Essex Financial Services Essex, Connecticut	$490K	-$658K	1	0.17%	Reduced
1354	Equitable Holdings New York	$489K	-$74.8K	1	0.02%	Reduced
1355	ACS Archford Capital Strategies Swansea, Illinois	$487K	+$41.5K	1	0.19%	Increased
1356	OFG Oxford Financial Group Carmel, Indiana	$487K	+$579K	1	0.1%	New
1357	CAAS Capital Asset Advisory Services Williamston, Michigan	$485K	+$77.5K	1	0.13%	Increased
1358	Coldstream Capital Management Bellevue, Washington	$480K	-$41.1K	1	0.05%	Reduced
1359	SFPG Stonebridge Financial Planning Group Orlando, Florida	$480K	-$36K	1	0.48%	Reduced
1360	AWA Arete Wealth Advisors Chicago, Illinois	$478K	+$11.7K	1	0.09%	Increased
1361	RFO RiverGlades Family Offices Naples, Florida	$473K	+$6.86K	1	0.5%	Increased
1362	Savant Capital Rockford, Illinois	$473K	+$7.2K	1	0.04%	Increased
1363	SG StoneX Group New York	$473K	-$38.4K	1	0.25%	Reduced
1364	AFM Abbot Financial Management Andover, Massachusetts	$472K	+$35K	1	0.38%	Increased
1365	Jupiter Investment Management London, United Kingdom	$472K	-$156K	2	0.01%	Reduced
1366	PWP Principle Wealth Partners Madison, Connecticut	$471K	-$1.89K	1	0.18%	Reduced
1367	IFG Investors Financial Group Plymouth, Minnesota	$469K	+$218K	1	0.47%	Increased
1368	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$466K	+$17K	1	0.24%	Increased
1369	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$465K	+$553K	1	0.49%	New
1370	Smithfield Trust Pittsburgh, Pennsylvania	$465K	+$40.3K	2	0.05%	Increased
1371	Harris Associates Chicago, Illinois	$461K	$0	1	0%	Maintained
1372	Ancora Advisors Cleveland, Ohio	$460K	+$143K	2	0.02%	Increased
1373	Donaldson Capital Management Evansville, Indiana	$458K	+$109K	1	0.04%	Increased
1374	CL CPWM LLC Seattle, Washington	$457K	+$244K	1	0.07%	Increased
1375	GIA GHP Investment Advisors Denver, Colorado	$454K	+$515K	2	0.07%	New