← 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
1476	Prospera Financial Services Dallas, Texas	$308K	-$8.74K	1	0.03%	Reduced
1477	EI Ellevest Inc New York	$306K	+$229K	3	0.08%	Increased
1478	&Partners Nashville, Tennessee	$306K	$0	1	0.48%	Maintained
1479	HA Harfst & Associates Sheridan, Wyoming	$304K	+$514	1	0.15%	Increased
1480	LIA LBMC Investment Advisors Brentwood, Tennessee	$303K	+$361K	1	0.06%	New
1481	SBL Sargent Bickham Lagudis Boulder, Colorado	$298K	+$69.3K	2	0.04%	Increased
1482	Allworth Financial Folsom, California	$297K	+$1.2K	1	0.01%	Increased
1483	NorthRock Partners Minneapolis, Minnesota	$297K	-$266K	1	0.04%	Reduced
1484	TF Tompkins Financial Ithaca, New York	$296K	-$2.74K	2	0.07%	Reduced
1485	JHP James Hambro & Partners London, United Kingdom	$295K	$0	1	0.06%	Maintained
1486	NAM North American Management Boston, Massachusetts	$295K	$0	1	0.05%	Maintained
1487	RPC Rossmore Private Capital Glastonbury, Connecticut	$294K	-$18.2K	1	0.1%	Reduced
1488	CWM Cornerstone Wealth Management St. Peters, Missouri	$292K	-$7.2K	1	0.06%	Reduced
1489	TCI Wealth Advisors Tucson, Arizona	$292K	+$8.63K	2	0.14%	Increased
1490	OR Olympiad Research Stamford, Connecticut	$291K	+$347K	1	0.29%	New
1491	CPA Clear Perspective Advisors Aurora, Illinois	$290K	+$56.2K	1	0.19%	Increased
1492	EFEM Eos Focused Equity Management New York	$289K	+$344K	1	0.43%	New
1493	HR Hayden Royal Charlotte, North Carolina	$288K	-$49.9K	1	0.17%	Reduced
1494	AC Alley Company Lake Forest, Illinois	$288K	$0	1	0.03%	Maintained
1495	MTC McDaniel Terry & Co Austin, Texas	$288K	$0	1	0.05%	Maintained
1496	BCM Breiter Capital Management Bradenton, Florida	$287K	+$313K	1	0.34%	New
1497	PCAP Pratt Collard Advisory Partners Buffalo, New York	$287K	$0	1	0.29%	Maintained
1498	BAC Boys Arnold & Co Asheville, North Carolina	$286K	+$340K	1	0.05%	New
1499	GAMC Garner Asset Management Corp Plano, Texas	$285K	+$17.5K	1	0.26%	Increased
1500	EP Eudaimonia Partners Winchester, Tennessee	$284K	+$7.03K	1	0.12%	Increased