← 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	RW RVW Wealth Los Angeles, California	$76K	+$77.2K	2	0.01%	New
2652	GM GeoWealth Management Chicago, Illinois	$75K	-$47.5K	1	0.01%	Reduced
2653	TIM Tortoise Investment Management White Plains, New York	$73.1K	+$4.74K	2	0.01%	Increased
2654	ECM Estabrook Capital Management New York	$72.7K	$0	2	0.01%	Maintained
2655	KI Kapitalo Investimentos Sao Paulo, Brazil	$72.1K	-$142K	1	0.01%	Reduced
2656	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$71.5K	+$10.9K	3	0.01%	Increased
2657	CA Centerpoint Advisors Needham, Massachusetts	$71K	$0	3	0.03%	Maintained
2658	Close Asset Management London, United Kingdom	$69K	+$15.9K	1	0%	Increased
2659	OC Oakworth Capital Birmingham, Alabama	$68.8K	-$4.1K	3	0.01%	Reduced
2660	AAG Armstrong Advisory Group Needham, Massachusetts	$67.6K	-$43.4K	2	0.01%	Reduced
2661	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$67.4K	-$40.5K	2	0.05%	Reduced
2662	RFA Register Financial Advisors Atlanta, Georgia	$65.6K	-$11.5K	3	0.05%	Reduced
2663	SFG Steward Financial Group Colleyville, Texas	$65K	+$31.4K	5	0.02%	Increased
2664	FWA FSC Wealth Advisors Fishkill, New York	$64.5K	$0	1	0.07%	Maintained
2665	CB Community Bank Dewitt, New York	$63.7K	$0	1	0.01%	Maintained
2666	CTA Colonial Trust Advisors Spartanburg, South Carolina	$63.6K	+$13.2K	4	0.01%	Increased
2667	BC Barrett & Company Providence, Rhode Island	$63K	$0	3	0.04%	Maintained
2668	OAJ Ogorek Anthony Joseph Williamsville, New York	$63K	-$2.38K	1	0.02%	Reduced
2669	PHAM Portland Hill Asset Management London, United Kingdom	$63K	$0	1	0.16%	Maintained
2670	MS Mizuho Securities Tokyo, Japan	$60.8K	-$938K	1	0.28%	Reduced
2671	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$59.3K	+$33.1K	2	0.02%	Increased
2672	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$57.9K	-$52	2	0.02%	Reduced
2673	TVWM Tower View Wealth Management Shorewood, Wisconsin	$57K	$0	2	0.04%	Maintained
2674	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$55.7K	-$6.24K	2	0.05%	Reduced
2675	CAM Chesapeake Asset Management New York	$55K	-$337K	1	0.05%	Reduced