← 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
2626	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$22.2K	$0	1	0.01%	Maintained
2627	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$21.6K	$0	2	0.01%	Maintained
2628	Sageworth Trust Lancaster, Pennsylvania	$20.5K	+$14.5K	2	0%	Increased
2629	SC Schubert & Co Mckinney, Texas	$20.1K	+$5.65K	4	0.02%	Increased
2630	CMP Coston McIsaac & Partners Bar Harbor, Maine	$20K	$0	2	0.01%	Maintained
2631	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$19.7K	-$16.8K	1	0.01%	Reduced
2632	OA Operose Advisors Milwaukee, Wisconsin	$19.2K	$0	1	0.01%	Maintained
2633	WC Westwind Capital Las Cruces, New Mexico	$19.1K	-$15.1M	1	0.01%	Reduced
2634	SWM Sugarloaf Wealth Management Duluth, Georgia	$18.9K	-$47.3K	2	0%	Reduced
2635	BWS Buck Wealth Strategies Denver, Colorado	$18.8K	+$16K	2	0.01%	New
2636	GFL Granite FO LLC Bedford, New Hampshire	$17.7K	-$63.3K	1	0.01%	Reduced
2637	SIC SJS Investment Consulting Sylvania, Ohio	$16.8K	+$1.34K	4	0%	Increased
2638	PCC Park Circle Company Baltimore, Maryland	$16.7K	$0	2	0.02%	Maintained
2639	JMF Johnson Midwest Financial Glidden, Iowa	$16K	$0	1	0.02%	Maintained
2640	DMKJ David M. Knott Jr	$15K	$0	1	0.01%	Maintained
2641	PFG Piershale Financial Group Barrington, Illinois	$15K	$0	1	0.01%	Maintained
2642	CAM Costello Asset Management Feasterville, Pennsylvania	$13.8K	$0	1	0.01%	Maintained
2643	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$13.2K	$0	2	0.01%	Maintained
2644	CWA Clearview Wealth Advisors Salem, Oregon	$13.1K	+$338	2	0.01%	Increased
2645	DAC Dividend Assets Capital Ridgeland, South Carolina	$13K	$0	1	0%	Maintained
2646	RTL Red Tortoise LLC Atlanta, Georgia	$12.3K	$0	2	0.01%	Maintained
2647	NECFA New England Capital Financial Advisors Meriden, Connecticut	$12.2K	$0	3	0.01%	Maintained
2648	DI Disciplined Investments Tulsa, Oklahoma	$12.2K	+$2.59K	4	0.01%	Increased
2649	TC Trust Company Manhattan, Kansas	$12K	$0	1	0%	Maintained
2650	PG Proffitt & Goodson Knoxville, Tennessee	$11.1K	$0	1	0%	Maintained