← 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
2651	HWA HHM Wealth Advisors Chattanooga, Tennessee	$107K	-$18.2K	4	0.02%	Reduced
2652	FCB First Command Bank Fort Worth, Texas	$107K	$0	1	0.01%	Maintained
2653	FCFS First Command Financial Services Fort Worth, Texas	$107K	$0	1	0.01%	Maintained
2654	CBT CoreFirst Bank & Trust Topeka, Kansas	$106K	-$31.8K	1	0.07%	Reduced
2655	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$106K	+$94.5K	2	0.08%	Increased
2656	NCM Northwest Capital Management Lake Oswego, Oregon	$104K	+$97.4K	3	0.04%	New
2657	SIS Sound Income Strategies Ft Lauderdale, Florida	$103K	+$6.12K	4	0.01%	Increased
2658	SAM S.A. Mason Holland, Michigan	$100K	$0	1	0.07%	Maintained
2659	TAM Tucker Asset Management Littleton, Colorado	$99.9K	+$3.48K	4	0.03%	Increased
2660	MWM Mascoma Wealth Management Hanover, New Hampshire	$98.8K	$0	1	0.03%	Maintained
2661	AWM Avondale Wealth Management West Lake Hills, Texas	$98.6K	-$14.2K	2	0.08%	Reduced
2662	HFM Hartford Financial Management Hartford, Connecticut	$98K	$0	3	0.02%	Maintained
2663	ECM EMC Capital Management Houston, Texas	$98K	+$4.36M	1	0.08%	Increased
2664	Stonehage Fleming Financial Services St. Helier, Jersey	$96.1K	-$10.1K	1	0%	Reduced
2665	XC XY Capital Central, Hong Kong	$93.4K	+$90.2K	1	0.07%	New
2666	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$91.2K	+$6.33K	2	0.05%	Increased
2667	BONH Bank of New Hampshire Laconia, New Hampshire	$90K	$0	2	0.03%	Maintained
2668	GA GoalVest Advisory New York	$88.4K	$0	2	0.05%	Maintained
2669	ACM Antonetti Capital Management Naples, Florida	$87.9K	-$35.8K	2	0.13%	Reduced
2670	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$86.5K	-$1.4K	5	0.01%	Reduced
2671	KFS Kelly Financial Services Braintree, Massachusetts	$85.2K	+$11.4K	2	0.04%	Increased
2672	WAM WFA Asset Management Whitefish Bay, Wisconsin	$84.5K	$0	1	0.05%	Maintained
2673	CAS Coppell Advisory Solutions Coppell, Texas	$83.5K	-$612K	2	0.02%	Reduced
2674	ACA Atlas Capital Advisors Jackson, Wyoming	$83.4K	-$41.8K	1	0.01%	Reduced
2675	CHC City Holding Co Charleston, West Virginia	$80K	-$130K	2	0.01%	Reduced