← 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
2676	PO Private Ocean San Rafael, California	$79.8K	-$5.31K	3	0.01%	Reduced
2677	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$76.9K	+$64.1K	2	0.03%	Increased
2678	RFA Register Financial Advisors Atlanta, Georgia	$76.2K	-$25.5K	3	0.05%	Reduced
2679	ECM Estabrook Capital Management New York	$75.5K	$0	2	0.01%	Maintained
2680	OC Oakworth Capital Birmingham, Alabama	$73.1K	-$260K	3	0.01%	Reduced
2681	MFG Mendota Financial Group Madison, Wisconsin	$72.9K	-$1.5K	2	0.08%	Reduced
2682	SF Safeguard Financial Minocqua, Wisconsin	$72K	+$64.3K	3	0.03%	New
2683	AP Arlington Partners Birmingham, Alabama	$71K	-$116K	2	0.01%	Reduced
2684	TIM Tortoise Investment Management White Plains, New York	$70.4K	+$817	2	0.01%	Increased
2685	CA Centerpoint Advisors Needham, Massachusetts	$70K	-$511	3	0.03%	Reduced
2686	SIS Strategic Investment Solutions Orland Park, Illinois	$69K	-$97.4K	3	0.01%	Reduced
2687	OAJ Ogorek Anthony Joseph Williamsville, New York	$68K	+$1.25K	1	0.03%	Increased
2688	FWA FSC Wealth Advisors Fishkill, New York	$67.2K	+$5.1K	1	0.06%	Increased
2689	CB Community Bank Dewitt, New York	$66.3K	-$6.74K	1	0.01%	Reduced
2690	ME McIlrath & Eck Arlington, Washington	$65.3K	-$19.1K	2	0.01%	Reduced
2691	PHAM Portland Hill Asset Management London, United Kingdom	$65K	$0	1	0.15%	Maintained
2692	BC Barrett & Company Providence, Rhode Island	$63.9K	$0	3	0.04%	Maintained
2693	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$63.1K	+$13.2K	3	0.01%	Increased
2694	PEAK6 Investments Chicago, Illinois	$62.2K	-$176K	3	0%	Reduced
2695	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$59.6K	-$24.4K	2	0.05%	Reduced
2696	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$59.4K	-$7.42K	2	0.02%	Reduced
2697	TVWM Tower View Wealth Management Shorewood, Wisconsin	$59K	+$4K	2	0.04%	Increased
2698	IA IAM Advisory Easton, Pennsylvania	$55.7K	-$23.5K	1	0.02%	Reduced
2699	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$55.6K	-$20.4K	3	0.01%	Reduced
2700	JAM JCIC Asset Management Toronto, Ontario, Canada	$55.2K	$0	2	0.03%	Maintained