← 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
2976	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$101K	+$90.1K	1	0.01%	New
2977	AT Arlington Trust Birmingham, Alabama	$101K	-$2.81M	3	0.03%	Reduced
2978	CHC City Holding Co Charleston, West Virginia	$99.7K	$0	2	0.02%	Maintained
2979	RG Retirement Group San Diego, California	$96.7K	-$23.9K	4	0.04%	Reduced
2980	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$96.3K	+$195	2	0.07%	Increased
2981	SIC SJS Investment Consulting Sylvania, Ohio	$94.2K	+$38.7K	5	0.02%	Increased
2982	ECM Estabrook Capital Management New York	$94.2K	$0	2	0.02%	Maintained
2983	PO Private Ocean San Rafael, California	$91.9K	$0	3	0.01%	Maintained
2984	CTA Colonial Trust Advisors Spartanburg, South Carolina	$90.4K	+$10K	4	0.01%	Increased
2985	MSG Main Street Group Glen Allen, Virginia	$88K	+$77.8K	3	0.03%	New
2986	OC Oakworth Capital Birmingham, Alabama	$86.3K	+$3.75K	4	0.01%	Increased
2987	BAM Brave Asset Management Summit, New Jersey	$85.8K	$0	1	0.02%	Maintained
2988	BCM Bourgeon Capital Management Darien, Connecticut	$85K	+$66.1K	2	0.02%	Increased
2989	DF Dunhill Financial London, United Kingdom	$83.5K	+$73K	4	0.08%	New
2990	PP Pingora Partners Wilson, Wyoming	$83K	+$66.3K	2	0.07%	New
2991	CB Community Bank Dewitt, New York	$82.6K	$0	1	0.01%	Maintained
2992	BWM BKM Wealth Management Brookfield, Wisconsin	$82.1K	+$75.9K	4	0.04%	New
2993	CA Centerpoint Advisors Needham, Massachusetts	$82K	-$1.8K	3	0.03%	Reduced
2994	FIA FNY Investment Advisers New York	$82K	+$76.7K	2	0.09%	New
2995	OAJ Ogorek Anthony Joseph Williamsville, New York	$82K	$0	1	0.03%	Maintained
2996	JAM JCIC Asset Management Toronto, Ontario, Canada	$79.4K	+$9.45K	2	0.04%	Increased
2997	BC Barrett & Company Providence, Rhode Island	$79.1K	$0	3	0.04%	Maintained
2998	AWM Able Wealth Management Toms River, New Jersey	$77K	+$66.8K	3	0.07%	New
2999	WC Westwind Capital Las Cruces, New Mexico	$77K	+$801	1	0.02%	New
3000	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$76.3K	$0	2	0.02%	Maintained