← 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	MLA MB, Levis & Associates Center Valley, Pennsylvania	$148K	$0	4	0.09%	Maintained
2627	UID Union Investments & Development Tel Aviv, Israel	$148K	$0	1	0.07%	Maintained
2628	BIA Bell Investment Advisors Oakland, California	$146K	-$5.62K	5	0.03%	Reduced
2629	FCG Financial Connections Group Corte Madera, California	$146K	+$4.15K	3	0.1%	Increased
2630	WSC Wellington Shields & Co New York	$145K	$0	1	0.03%	Maintained
2631	GFPC Global Financial Private Client Sarasota, Florida	$141K	+$57.2K	3	0.07%	Increased
2632	PWMG Prestige Wealth Management Group Flemington, New Jersey	$140K	-$7.3K	3	0.03%	Reduced
2633	QL Quarry LP New York	$140K	+$52.1K	3	0.05%	Increased
2634	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$139K	$0	1	0.09%	Maintained
2635	Gratus Capital Atlanta, Georgia	$137K	-$122K	1	0.01%	Reduced
2636	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$131K	+$117K	2	0.08%	New
2637	GM GeoWealth Management Chicago, Illinois	$125K	+$120K	1	0.01%	New
2638	TF TimeScale Financial Danvers, Massachusetts	$123K	+$792	3	0.03%	Increased
2639	Ceredex Value Advisors Orlando, Florida	$122K	-$9.62M	1	0%	Reduced
2640	TF Tompkins Financial Ithaca, New York	$121K	-$4.22K	1	0.02%	Reduced
2641	KIG Kessler Investment Group Columbus, Indiana	$117K	$0	1	0.08%	Maintained
2642	WBC West Branch Capital Amherst, Massachusetts	$117K	+$49.8K	3	0.06%	Increased
2643	WWP WR Wealth Planners Columbia, Missouri	$117K	+$30K	4	0.05%	Increased
2644	AIC Archer Investment Corporation Carmel, Indiana	$116K	+$26.2K	3	0.04%	Increased
2645	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$116K	$0	1	0.68%	Maintained
2646	RG Retirement Group San Diego, California	$114K	+$45.5K	3	0.05%	Increased
2647	TWP TFO Wealth Partners Maumee, Ohio	$113K	+$104K	3	0.02%	Increased
2648	AAG Armstrong Advisory Group Needham, Massachusetts	$112K	+$12K	3	0.01%	Increased
2649	CCM CAAS Capital Management New York	$112K	$0	1	0.01%	Maintained
2650	GW&K Investment Management Boston, Massachusetts	$110K	+$99.6K	2	0%	Increased