← 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
1576	BM Brandywine Managers Hockessin, Delaware	$229K	-$2.11M	1	0.08%	Reduced
1577	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$229K	-$16.6K	1	0.13%	Reduced
1578	SP Symmetry Partners Glastonbury, Connecticut	$228K	-$282K	1	0.05%	Reduced
1579	WP WealthShield Partners Cary, North Carolina	$228K	+$272K	1	0.14%	New
1580	MS Mizuho Securities Tokyo, Japan	$226K	-$3.95M	1	0.41%	Reduced
1581	WRM Weybosset Research & Management Province, Rhode Island	$224K	$0	1	0.16%	Maintained
1582	BDF Balasa Dinverno & Foltz	$223K	+$2.57K	1	0.03%	Increased
1583	PP PagnatoKarp Partners Reston, Virginia	$222K	+$1.37K	1	0.06%	Increased
1584	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$222K	-$17.3K	1	0.1%	Reduced
1585	HL HeadInvest LLC Portland, Maine	$221K	+$10.3K	1	0.08%	Increased
1586	EWM Evermay Wealth Management Arlington, Virginia	$218K	$0	1	0.07%	Maintained
1587	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$218K	-$5.52M	1	0.3%	Reduced
1588	SIM Sonora Investment Management Tucson, Arizona	$218K	+$25.6K	2	0.03%	Increased
1589	CI CAZ Investments Houston, Texas	$216K	+$257K	1	0.55%	New
1590	EMG Ellington Management Group Old Greenwich, Connecticut	$216K	+$257K	1	0.05%	New
1591	FM Fondren Management Houston, Texas	$216K	+$257K	1	0.55%	New
1592	NME Notis-McConarty Edward	$216K	$0	1	0.12%	Maintained
1593	RT Rockland Trust Hanover, Massachusetts	$215K	-$8.57K	1	0.02%	Reduced
1594	NWS Newport Wealth Strategies Irvine, California	$213K	-$779K	1	0.2%	Reduced
1595	FRA Front Row Advisors Tiburon, California	$212K	+$26.5K	2	0.14%	Increased
1596	NGA Naples Global Advisors Naples, Florida	$212K	+$253K	1	0.06%	New
1597	BWA BDO Wealth Advisors Jacksonville, Florida	$211K	+$39.6K	2	0.04%	Increased
1598	HFP Holistic Financial Partners Indianapolis, Indiana	$209K	-$21.9K	1	0.22%	Reduced
1599	PFA Pathway Financial Advisors South Burlington, Vermont	$206K	$0	1	0.07%	Maintained
1600	OC Oakworth Capital Birmingham, Alabama	$205K	+$137K	1	0.05%	Increased