← 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
2726	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$31K	+$24.6K	2	0.02%	Increased
2727	PK Pflug Koory Omaha, Nebraska	$30.6K	$0	1	0.02%	Maintained
2728	Altshuler Shaham Tel Aviv, Israel	$29.8K	+$26.5K	1	0%	New
2729	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$29.2K	+$5.1K	2	0.01%	Increased
2730	BG Bollard Group Boston, Massachusetts	$29K	+$22.4K	2	0%	Increased
2731	VF VitalStone Financial Shavano Park, Texas	$28K	-$1.97K	3	0.02%	Reduced
2732	RBF Capital San Francisco, California	$27.8K	$0	1	0%	Maintained
2733	IPW Impact Partnership Wealth Marietta, Georgia	$26.9K	+$25.5K	2	0.01%	New
2734	JMF Johnson Midwest Financial Glidden, Iowa	$26K	+$5.95K	2	0.02%	Increased
2735	DAC Dividend Assets Capital Ridgeland, South Carolina	$26K	+$5.1K	1	0.01%	Increased
2736	TC Tacita Capital Toronto, Ontario, Canada	$26K	$0	2	0.02%	Maintained
2737	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$26K	-$314K	3	0.01%	Reduced
2738	BWS Buck Wealth Strategies Denver, Colorado	$25.5K	+$7.52K	3	0.01%	Increased
2739	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$24.4K	+$23.4K	2	0.01%	New
2740	CCC Chelsea Counsel Company Los Angeles, California	$23.8K	+$17.6K	1	0.01%	New
2741	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$23.4K	$0	1	0.01%	Maintained
2742	LF Lee Financial Dallas, Texas	$22.3K	-$4.49K	3	0%	Reduced
2743	PCC Park Circle Company Baltimore, Maryland	$22.1K	$0	2	0.02%	Maintained
2744	CMP Coston McIsaac & Partners Bar Harbor, Maine	$22K	$0	2	0.01%	Maintained
2745	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$21.2K	$0	2	0.01%	Maintained
2746	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$21.1K	$0	1	0.01%	Maintained
2747	PP PFS Partners Mine Hill, New Jersey	$20.7K	+$17.8K	3	0.02%	Increased
2748	PFG Piershale Financial Group Barrington, Illinois	$20.4K	+$2.97K	2	0.01%	Increased
2749	OA Operose Advisors Milwaukee, Wisconsin	$20.3K	$0	1	0.01%	Maintained
2750	PG Proffitt & Goodson Knoxville, Tennessee	$20.1K	$0	1	0%	Maintained