← 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
1626	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$868K	+$24.3K	1	0.42%	Increased
1627	Magnus Financial Group New York	$868K	-$137K	2	0.09%	Reduced
1628	Csenge Advisory Group Clearwater, Florida	$866K	+$946K	1	0.1%	New
1629	AWA ARS Wealth Advisors St. Petersburg, Florida	$863K	+$37.4K	2	0.19%	Increased
1630	HCM Highlander Capital Management Short Hills, New Jersey	$862K	$0	1	0.48%	Maintained
1631	FIM Freedom Investment Management Hartford, Connecticut	$858K	+$187K	1	0.09%	Increased
1632	CPWM LLC Seattle, Washington	$857K	+$302K	2	0.08%	Increased
1633	Aaron Wealth Advisors Chicago, Illinois	$856K	+$936K	1	0.31%	New
1634	CM Crestline Management Fort Worth, Texas	$856K	+$444K	1	0.09%	Increased
1635	Winthrop Advisory Group Boston, Massachusetts	$855K	+$551K	3	0.22%	Increased
1636	CB CNB Bank Clearfield, Pennsylvania	$854K	+$59.6K	2	0.65%	Increased
1637	Cooper Financial Group Irvine, California	$853K	+$584K	1	0.17%	Increased
1638	Creative Financial Designs Kokomo, Indiana	$850K	+$425K	2	0.18%	Increased
1639	Affiance Financial St. Louis Park, Minnesota	$849K	+$26.4K	2	0.44%	Increased
1640	R.M. Davis Inc Portland, Maine	$849K	+$311K	1	0.02%	Increased
1641	DA DCM Advisors New York	$848K	+$889K	2	0.49%	New
1642	Maverick Capital Dallas, Texas	$848K	-$1.63M	1	0.01%	Reduced
1643	TP Tranquility Partners Brentwood, Tennessee	$845K	$0	1	0.6%	Maintained
1644	Dorsey & Whitney Trust Sioux Falls, South Dakota	$844K	+$6.32K	1	0.1%	Increased
1645	CP Covenant Partners Nashville, Tennessee	$842K	-$49.4K	1	0.36%	Reduced
1646	ESB Essex Savings Bank Essex, Connecticut	$836K	+$66.4K	1	0.37%	Increased
1647	SWRP Summit Wealth & Retirement Planning San Ramon, California	$836K	+$6.08K	1	0.32%	Increased
1648	Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$836K	+$37.7K	2	0.14%	Increased
1649	Point72 Hong Kong Hong Kong	$835K	-$4.07M	2	0.04%	Reduced
1650	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$833K	+$93.6K	1	0.42%	Increased