← 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
3076	PO Private Ocean San Rafael, California	$123K	+$9.99K	3	0.01%	Increased
3077	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$120K	$0	1	0.06%	Maintained
3078	BONH Bank of New Hampshire Laconia, New Hampshire	$120K	$0	2	0.03%	Maintained
3079	MWM Mascoma Wealth Management Hanover, New Hampshire	$120K	$0	1	0.03%	Maintained
3080	VIA Virtus Investment Advisers Hartford, Connecticut	$119K	-$60.7K	2	0.1%	Reduced
3081	S Sachetta Lynnfield, Massachusetts	$119K	-$618	4	0.05%	Reduced
3082	MB Mizuho Bank Tokyo, Japan	$118K	+$110K	1	0.03%	New
3083	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$116K	-$5.87K	3	0.05%	Reduced
3084	PWMG Prestige Wealth Management Group Flemington, New Jersey	$115K	-$3.21K	4	0.02%	Reduced
3085	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$115K	-$4.55K	1	0.62%	Reduced
3086	TFF The Family Firm Bethesda, Maryland	$112K	+$114K	2	0.03%	New
3087	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$108K	-$30.9K	2	0.03%	Reduced
3088	CAM Creekmur Asset Management Morton, Illinois	$106K	-$11.7K	3	0.03%	Reduced
3089	DF Dunhill Financial London, United Kingdom	$106K	+$15.6K	4	0.07%	Increased
3090	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$105K	-$5.87K	1	0.01%	Reduced
3091	SC Swan Capital Pensacola, Florida	$97.3K	+$99.3K	2	0.05%	New
3092	AT Arlington Trust Birmingham, Alabama	$96.4K	$0	3	0.02%	Maintained
3093	CA Centerpoint Advisors Needham, Massachusetts	$96K	+$1.8K	3	0.03%	Increased
3094	EFP EnRich Financial Partners Madison, Wisconsin	$95.9K	$0	1	0.04%	Maintained
3095	FGA Fortis Group Advisors Westwood, New Jersey	$94.4K	+$4.41K	2	0.02%	Increased
3096	CHC City Holding Co Charleston, West Virginia	$94.2K	-$3.88K	2	0.01%	Reduced
3097	ECM Estabrook Capital Management New York	$93K	$0	2	0.01%	Maintained
3098	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$92.6K	$0	1	0.07%	Maintained
3099	JAM JCIC Asset Management Toronto, Ontario, Canada	$91.7K	+$13.4K	2	0.04%	Increased
3100	PP Pingora Partners Wilson, Wyoming	$91.5K	-$1.5K	3	0.06%	Reduced