← 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	Chicago Partners Investment Group Chicago, Illinois	$218K	+$9.88K	1	0.03%	Increased
1427	Focus Financial Network Minneapolis, Minnesota	$218K	+$11.2K	1	0.03%	Increased
1428	AIM AIA Investment Management Singapore	$217K	+$227K	2	0.06%	New
1429	FSA Fort Sheridan Advisors Highland Park, Illinois	$217K	+$223K	1	0.12%	New
1430	PAM Paradigm Asset Management New York	$215K	$0	2	0.07%	Maintained
1431	HR Hayden Royal Charlotte, North Carolina	$215K	+$220K	1	0.19%	New
1432	SFSG Stearns Financial Services Group Greensboro, North Carolina	$214K	$0	1	0.04%	Maintained
1433	CG Cynosure Group Salt Lake City, Utah	$213K	-$77.2K	1	0.12%	Reduced
1434	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$211K	+$216K	1	0.11%	New
1435	GAM GQ Asset Management New York City, New York	$207K	+$117K	1	0.12%	Increased
1436	AAM American Asset Management Boca Raton, Florida	$205K	$0	1	0.14%	Maintained
1437	AWA Arete Wealth Advisors Chicago, Illinois	$205K	+$210K	1	0.04%	New
1438	BFA Beaumont Financial Advisors Needham, Massachusetts	$205K	+$210K	1	0.02%	New
1439	IC InterOcean Capital Chicago, Illinois	$205K	+$210K	1	0.02%	New
1440	SG Somerset Group Wayzata, Minnesota	$205K	+$3.04K	1	0.17%	Increased
1441	Bartlett & Co Wealth Management Cincinnati, Ohio	$202K	+$151K	1	0.01%	Increased
1442	Bartlett & Co Cincinnati, Ohio	$202K	+$151K	1	0.01%	Increased
1443	HFP Holistic Financial Partners Indianapolis, Indiana	$202K	+$217K	1	0.18%	New
1444	One Capital Management Westlake Village, California	$202K	+$4.56K	1	0.03%	Increased
1445	IF IRON Financial Northbrook, Illinois	$200K	$0	1	0.15%	Maintained
1446	SIM Sonora Investment Management Tucson, Arizona	$198K	+$141K	1	0.02%	Increased
1447	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$194K	+$8.51K	2	0.06%	Increased
1448	PRC Pearl River Capital Niles, Michigan	$192K	+$197K	1	0.55%	New
1449	RIA Realta Investment Advisors Wilmington, Delaware	$191K	-$28.8K	2	0.05%	Reduced
1450	SAS Stelac Advisory Services New York	$184K	+$189K	1	0.13%	New