← 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
1851	RIM Rockbridge Investment Management Syracuse, New York	$494K	+$22.4K	3	0.1%	Increased
1852	ZIG Zuckerman Investment Group Chicago, Illinois	$491K	-$74.2K	1	0.09%	Reduced
1853	WCM WealthBridge Capital Management Westerville, Ohio	$490K	+$2.19K	1	0.21%	Increased
1854	SIA Soltis Investment Advisors St. George, Utah	$488K	+$534K	1	0.09%	New
1855	PP Patron Partners Houston, Texas	$487K	+$533K	1	0.47%	New
1856	PHS Pekin Hardy Strauss Chicago, Illinois	$486K	+$177K	2	0.08%	Increased
1857	AIS AM Investment Strategies Chattanooga, Tennessee	$485K	-$30.4K	1	0.15%	Reduced
1858	Fayez Sarofim & Co Houston, Texas	$482K	+$26.8K	1	0%	Increased
1859	XF XML Financial Bethesda, Maryland	$481K	+$120K	1	0.12%	Increased
1860	COF Capital One Financial Mclean, Virginia	$479K	-$166K	1	0.06%	Reduced
1861	IA IFG Advisors St. Louis, Missouri	$479K	$0	1	0.3%	Maintained
1862	OWM Opes Wealth Management Menlo Park, California	$479K	+$973	2	0.23%	Increased
1863	CHA Cooper/Haims Advisors Victor, New York	$477K	-$105K	2	0.37%	Reduced
1864	TFS TrustCore Financial Services Brentwood, Tennessee	$477K	+$59.5K	3	0.06%	Increased
1865	CCB Cutter & Co Brokerage Ballwin, Missouri	$476K	+$429K	2	0.13%	New
1866	ADL Asset Dedication LLC San Francisco, California	$474K	+$119K	1	0.09%	Increased
1867	CWP Curated Wealth Partners El Segundo, California	$474K	+$518K	1	0.31%	New
1868	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$472K	-$51.6K	1	0.05%	Reduced
1869	GC Gilbert & Cook West Des Moines, Iowa	$470K	-$400K	1	0.1%	Reduced
1870	CP Camelot Portfolios Maumee, Ohio	$467K	+$210K	1	0.24%	Increased
1871	VHAM Van Hulzen Asset Management El Dorado Hills, California	$465K	-$4.39M	1	0.07%	Reduced
1872	CC Cadinha & Co Honolulu, Hawaii	$462K	+$181K	1	0.06%	Increased
1873	SCP Shorepoint Capital Partners Norwood, Massachusetts	$462K	+$505K	1	0.26%	New
1874	GHA GW Henssler & Associates Kennesaw, Georgia	$459K	-$15K	1	0.04%	Reduced
1875	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$458K	+$233K	1	0.27%	Increased