← 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
1426	EWA Evolution Wealth Advisors Aventura, Florida	$124K	-$182K	1	0.06%	Reduced
1427	AI ArchPoint Investors Coral Gables, Florida	$122K	$0	1	0.04%	Maintained
1428	Brinker Capital Investments Berwyn, Pennsylvania	$120K	+$105K	2	0%	Increased
1429	ED Exane Derivatives Paris, France	$120K	+$107K	2	0.02%	Increased
1430	Hillsdale Investment Management Toronto, Ontario, Canada	$117K	+$115K	1	0.01%	New
1431	KPCM Kings Point Capital Management Great Neck, New York	$117K	+$46.5K	1	0.02%	Increased
1432	RBC Roble Belko & Company Sewickley, Pennsylvania	$115K	-$20.4K	2	0.04%	Reduced
1433	SMFS Squar Milner Financial Services Irvine, California	$115K	$0	3	0.08%	Maintained
1434	IFP Advisors Tampa, Florida	$114K	-$2.01M	2	0.02%	Reduced
1435	Stephens Investment Management Group Houston, Texas	$108K	$0	1	0%	Maintained
1436	AC Avestar Capital New York	$107K	+$63.9K	2	0.07%	Increased
1437	CFN Cordasco Financial Network Naples, Florida	$106K	+$99K	2	0.11%	New
1438	FIB First Interstate Bank Billings, Montana	$104K	+$1.08K	1	0.02%	Increased
1439	TD Ameritrade Investment Management Omaha, Nebraska	$102K	+$75.9K	2	0%	Increased
1440	AssetMark Inc Concord, California	$100K	-$13.3K	2	0%	Reduced
1441	Destination Wealth Management Walnut Creek, California	$100K	-$5.74K	1	0.01%	Reduced
1442	BCM Blume Capital Management Berkeley, California	$95K	$0	1	0.05%	Maintained
1443	EWM Endurance Wealth Management Providence, Rhode Island	$95K	$0	1	0.02%	Maintained
1444	FWM Focused Wealth Management Newburgh, New York	$95K	+$83.7K	1	0.03%	Increased
1445	WTB Washington Trust Bank Spokane, Washington	$94K	$0	2	0.02%	Maintained
1446	TC Truvestments Capital Sarasota, Florida	$93K	+$90.8K	1	0.07%	New
1447	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$85K	$0	1	0.05%	Maintained
1448	PVH Psagot Value Holdings Tel Aviv, Israel	$85K	+$2.33K	1	0%	Increased
1449	GAM GQ Asset Management New York City, New York	$84K	+$75K	1	0.05%	New
1450	MAM Meeder Asset Management Dublin, Ohio	$82K	+$79K	2	0.01%	New