← 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
1401	YIA YHB Investment Advisors West Hartford, Connecticut	$217K	-$3.29K	1	0.03%	Reduced
1402	Brookstone Capital Management Wheaton, Illinois	$214K	+$221K	1	0.01%	New
1403	IF IRON Financial Northbrook, Illinois	$214K	$0	1	0.2%	Maintained
1404	Focus Financial Network Minneapolis, Minnesota	$211K	+$16.6K	1	0.03%	Increased
1405	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$211K	+$17.2K	1	0.1%	Increased
1406	HIC Holderness Investments Company Greensboro, North Carolina	$211K	+$3.92K	1	0.1%	Increased
1407	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$211K	+$218K	1	0.13%	New
1408	AAM American Asset Management Boca Raton, Florida	$209K	-$92.5K	1	0.14%	Reduced
1409	FI Fosun International Hong Kong, China	$209K	+$197K	1	0.01%	New
1410	ET Equitable Trust Nashville, Tennessee	$206K	+$213K	1	0.02%	New
1411	SG Somerset Group Wayzata, Minnesota	$206K	$0	1	0.17%	Maintained
1412	RIG Renaissance Investment Group Lenox, Massachusetts	$205K	$0	1	0.08%	Maintained
1413	Bailard Foster City, California	$204K	+$211K	1	0.01%	New
1414	JF JSF Financial Los Angeles, California	$204K	$0	1	0.22%	Maintained
1415	BWM Baystate Wealth Management Boston, Massachusetts	$203K	$0	1	0.03%	Maintained
1416	Boston Trust Walden Boston, Massachusetts	$203K	+$3.76K	1	0%	Increased
1417	WIM Westside Investment Management Santa Monica, California	$202K	+$208K	1	0.07%	New
1418	One Capital Management Westlake Village, California	$202K	$0	1	0.03%	Maintained
1419	RIS Retirement Income Solutions Ann Arbor, Michigan	$202K	+$2.19K	1	0.11%	Increased
1420	ECG Edge Capital Group Atlanta, Georgia	$201K	+$208K	1	0.02%	New
1421	AIS AlphaOne Investment Services West Chester, Pennsylvania	$197K	+$204K	1	0.15%	New
1422	KCPG Kavar Capital Partners Group Leawood, Kansas	$193K	+$1.25K	1	0.08%	Increased
1423	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$193K	+$11.9K	2	0.06%	Increased
1424	BWA BDO Wealth Advisors Jacksonville, Florida	$192K	+$129K	1	0.05%	Increased
1425	Destination Wealth Management Walnut Creek, California	$192K	+$98.2K	2	0.01%	Increased