← 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
3026	RRA Round Rock Advisors Wilton, Connecticut	$201K	-$15.3K	1	0.05%	Reduced
3027	FPFS First Personal Financial Services Charlotte, North Carolina	$201K	$0	2	0.05%	Maintained
3028	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$200K	+$208K	1	0.05%	New
3029	TFA Toth Financial Advisory Leesburg, Virginia	$198K	-$708K	5	0.03%	Reduced
3030	MLA MB, Levis & Associates Center Valley, Pennsylvania	$195K	$0	4	0.1%	Maintained
3031	TIM Tortoise Investment Management White Plains, New York	$194K	-$8.72K	3	0.02%	Reduced
3032	UIA Ulland Investment Advisors Minneapolis, Minnesota	$194K	-$35.3K	3	0.13%	Reduced
3033	LJHT Laurie J. Hall Trustee	$193K	$0	2	0.07%	Maintained
3034	RFG RFP Financial Group Atlanta, Georgia	$193K	-$10.4K	5	0.07%	Reduced
3035	FCG Financial Connections Group Corte Madera, California	$192K	$0	3	0.1%	Maintained
3036	FIA FNY Investment Advisers New York	$191K	-$1.48M	3	0.13%	Reduced
3037	DIP DT Investment Partners Chadds Ford, Pennsylvania	$188K	+$2.94K	2	0.02%	Increased
3038	VC Vestor Capital Chicago, Illinois	$187K	-$10.2M	1	0.02%	Reduced
3039	EFMH E Fund Management (HK) Central, Hong Kong	$186K	-$80.9K	1	0.11%	Reduced
3040	FCT First Community Trust Dubuque, Iowa	$183K	+$38.4K	1	0.16%	Increased
3041	QL Quarry LP New York	$180K	-$78.3K	4	0.05%	Reduced
3042	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$179K	-$268	3	0.06%	Reduced
3043	SIS Strategic Investment Solutions Orland Park, Illinois	$176K	+$156K	3	0.06%	New
3044	KFS Kelly Financial Services Braintree, Massachusetts	$175K	+$5.09K	3	0.06%	Increased
3045	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$172K	+$167K	4	0.13%	New
3046	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$172K	+$7.12K	5	0.02%	Increased
3047	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$171K	-$130K	2	0.13%	Reduced
3048	Quantbot Technologies New York	$168K	-$12.6M	1	0.01%	Reduced
3049	DP Denver PWM Denver, Colorado	$167K	-$1.08M	2	0.07%	Reduced
3050	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$165K	-$119K	3	0.03%	Reduced