← 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
2476	PO Private Ocean San Rafael, California	$113K	+$14K	3	0.01%	Increased
2477	BMD Better Money Decisions Santa Fe, New Mexico	$112K	+$4.83K	2	0.09%	Increased
2478	IF Ironwood Financial Tucson, Arizona	$111K	$0	2	0.03%	Maintained
2479	CYG Clean Yield Group Norwich, Vermont	$110K	$0	1	0.04%	Maintained
2480	AWM Avondale Wealth Management West Lake Hills, Texas	$108K	$0	3	0.11%	Maintained
2481	SFP Sterling Financial Planning Sparta, New Jersey	$104K	+$30.3K	4	0.07%	Increased
2482	GAAM Guinness Atkinson Asset Management Pasadena, California	$103K	$0	1	0.05%	Maintained
2483	CHC City Holding Co Charleston, West Virginia	$102K	+$38.3K	1	0.02%	Increased
2484	FA Fortis Advisors Wayne, Pennsylvania	$101K	$0	1	0.06%	Maintained
2485	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$94K	+$39.4K	2	0.03%	Increased
2486	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$94K	+$254	2	0.06%	Increased
2487	Country Trust Bank Bloomington, Illinois	$91K	+$8.6K	2	0%	Increased
2488	BG Bollard Group Boston, Massachusetts	$90K	$0	1	0%	Maintained
2489	HFA HC Financial Advisors Lafayette, California	$88K	+$48.8K	1	0.05%	Increased
2490	IRC Investors Research Corp Atlanta, Georgia	$86K	-$19.8K	2	0.03%	Reduced
2491	CWA Clearview Wealth Advisors Salem, Oregon	$85K	+$1.64K	2	0.05%	Increased
2492	EIP Ellis Investment Partners Berwyn, Pennsylvania	$84K	$0	2	0.02%	Maintained
2493	PHAM Portland Hill Asset Management London, United Kingdom	$84K	$0	1	0.06%	Maintained
2494	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$83K	+$14.2K	3	0.04%	Increased
2495	EC Estate Counselors Thiensville, Wisconsin	$83K	$0	1	0.01%	Maintained
2496	CC Corsicana & Co Corsicana, Texas	$81K	$0	1	0.05%	Maintained
2497	FCMT Founders Capital Management (Texas) Houston, Texas	$81K	$0	1	0.06%	Maintained
2498	LSV Asset Management Chicago, Illinois	$81K	$0	1	0%	Maintained
2499	PCTC Perkins Coie Trust Company Seattle, Washington	$80K	$0	2	0.03%	Maintained
2500	SWM Sugarloaf Wealth Management Duluth, Georgia	$80K	+$29.1K	4	0.02%	Increased