← 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
1501	AW Alpha Windward Westwood, Massachusetts	$283K	+$13.1K	1	0.25%	Increased
1502	FMTC Farmers & Merchants Trust Company Long Beach, California	$283K	$0	1	0.15%	Maintained
1503	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$283K	-$110K	1	0.22%	Reduced
1504	GTAM Global Trust Asset Management West Palm Beach, Florida	$282K	-$234K	1	0.22%	Reduced
1505	OneDigital Investment Advisors Overland Park, Kansas	$282K	+$43.8K	1	0.03%	Increased
1506	Balentine LLC Atlanta, Georgia	$280K	+$77.2K	2	0.02%	Increased
1507	CEP Chicago Equity Partners Chicago, Illinois	$279K	+$305K	1	0.03%	New
1508	JCM Jacobi Capital Management Pittston, Pennsylvania	$279K	+$47.3K	1	0.06%	Increased
1509	ECG Edge Capital Group Atlanta, Georgia	$278K	+$103K	1	0.03%	Increased
1510	HCA Hyperion Capital Advisors New York	$278K	$0	1	0.2%	Maintained
1511	GSWM Golden State Wealth Management Santa Ana, California	$276K	+$329K	1	0.12%	New
1512	TL TrueWealth LLC Atlanta, Georgia	$276K	$0	2	0.13%	Maintained
1513	Geneos Wealth Management Englewood, Colorado	$274K	-$38.7K	3	0.02%	Reduced
1514	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$274K	-$6.86K	1	0.05%	Reduced
1515	MCCP Mission Creek Capital Partners San Francisco, California	$274K	+$42K	1	0.15%	Increased
1516	BFA Beaumont Financial Advisors Needham, Massachusetts	$272K	+$8.4K	1	0.03%	Increased
1517	Saturna Capital Bellingham, Washington	$270K	+$5.14K	1	0.01%	Increased
1518	SICM Sustainable Insight Capital Management New York	$270K	+$322K	1	0.38%	New
1519	AP Adero Partners Pleasanton, California	$269K	+$58.3K	1	0.45%	Increased
1520	PCM Princeton Capital Management Red Bank, New Jersey	$269K	+$281K	1	0.14%	New
1521	VNA Valley National Advisers Bethlehem, Pennsylvania	$269K	-$610K	2	0.07%	Reduced
1522	Ritholtz Wealth Management New York	$268K	+$103K	1	0.04%	Increased
1523	Fayez Sarofim & Co Houston, Texas	$267K	-$34.3K	1	0%	Reduced
1524	LWM Lenox Wealth Management Cincinnati, Ohio	$267K	+$7.15K	2	0.09%	Increased
1525	AF Affiance Financial St. Louis Park, Minnesota	$266K	-$227K	1	0.18%	Reduced