← 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
3051	DTL Dynamic Technology Lab Singapore	$161K	-$1.14M	1	0.02%	Reduced
3052	JSAM J. Safra Asset Management New York	$160K	+$140K	3	0.02%	Increased
3053	TF Tompkins Financial Ithaca, New York	$159K	$0	2	0.02%	Maintained
3054	SNB Security National Bank Omaha, Nebraska	$159K	+$93.2K	1	0.02%	Increased
3055	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$156K	+$51.6K	3	0.02%	Increased
3056	CTA Colonial Trust Advisors Spartanburg, South Carolina	$153K	+$53.4K	5	0.01%	Increased
3057	WTG West Tower Group Richmond, Virginia	$152K	+$14.6K	1	0.41%	Increased
3058	TAM Tucker Asset Management Littleton, Colorado	$150K	+$27.3K	5	0.03%	Increased
3059	FFA Frazier Financial Advisors Columbus, Ohio	$150K	+$25.9K	2	0.12%	Increased
3060	GIA GHP Investment Advisors Denver, Colorado	$148K	-$17.8K	3	0.01%	Reduced
3061	OA Operose Advisors Milwaukee, Wisconsin	$147K	-$4.06K	2	0.05%	Reduced
3062	CPG Cornerstone Planning Group Fairfield, New Jersey	$141K	-$13K	3	0.04%	Reduced
3063	FIM FWL Investment Management Dallas, Texas	$139K	-$328K	2	0.07%	Reduced
3064	HWA HHM Wealth Advisors Chattanooga, Tennessee	$139K	-$16.9K	4	0.02%	Reduced
3065	First Command Advisory Services Fort Worth, Texas	$137K	+$6.92K	1	0%	Increased
3066	FMP Financial Management Professionals Austin, Texas	$136K	-$103K	4	0.02%	Reduced
3067	ACA American Capital Advisory Ketchum, Idaho	$133K	+$125K	3	0.1%	Increased
3068	EPW Evergreen Private Wealth Greenwood Village, Colorado	$133K	+$13.9K	2	0.07%	Increased
3069	PA Planning Alternatives Birmingham, Michigan	$129K	+$151K	1	0.02%	New
3070	Wolverine Asset Management Chicago, Illinois	$129K	-$17K	1	0%	Reduced
3071	CI CAZ Investments Houston, Texas	$127K	$0	1	0.04%	Maintained
3072	ME McIlrath & Eck Arlington, Washington	$127K	+$5.24K	2	0.02%	Increased
3073	HFM Hartford Financial Management Hartford, Connecticut	$126K	$0	3	0.03%	Maintained
3074	OC Oakworth Capital Birmingham, Alabama	$124K	+$26.8K	4	0.01%	Increased
3075	NCM Northwest Capital Management Lake Oswego, Oregon	$124K	$0	2	0.05%	Maintained