← 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
3126	BONH Bank of New Hampshire Laconia, New Hampshire	$130K	$0	2	0.03%	Maintained
3127	FGA Fortis Group Advisors Westwood, New Jersey	$127K	+$88.7K	2	0.02%	New
3128	CI Cordant Inc Portland, Oregon	$127K	$0	1	0.07%	Maintained
3129	MUFG Securities EMEA London, United Kingdom	$126K	-$1.3M	2	0.01%	Reduced
3130	CAM Creekmur Asset Management Morton, Illinois	$126K	+$57.3K	4	0.04%	Increased
3131	ME McIlrath & Eck Arlington, Washington	$126K	+$54.2K	3	0.02%	Increased
3132	WTG West Tower Group Richmond, Virginia	$120K	+$115K	1	0.36%	New
3133	WAM WFA Asset Management Whitefish Bay, Wisconsin	$120K	$0	1	0.06%	Maintained
3134	NIC Northwest Investment Counselors Lake Oswego, Oregon	$117K	+$113K	2	0.03%	New
3135	CI CAZ Investments Houston, Texas	$115K	-$107K	1	0.21%	Reduced
3136	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$115K	-$1.12K	3	0.02%	Reduced
3137	CHC City Holding Co Charleston, West Virginia	$114K	$0	2	0.02%	Maintained
3138	AAG Armstrong Advisory Group Needham, Massachusetts	$113K	$0	2	0.01%	Maintained
3139	EFP EnRich Financial Partners Madison, Wisconsin	$112K	+$108K	1	0.04%	New
3140	PO Private Ocean San Rafael, California	$111K	+$3.46K	3	0.01%	Increased
3141	MSG Main Street Group Glen Allen, Virginia	$110K	+$12.1K	2	0.05%	Increased
3142	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$108K	+$93.2K	1	0.09%	Increased
3143	IPW Impact Partnership Wealth Marietta, Georgia	$108K	-$20.7K	2	0.04%	Reduced
3144	S Sachetta Lynnfield, Massachusetts	$108K	$0	4	0.05%	Maintained
3145	CTA Colonial Trust Advisors Spartanburg, South Carolina	$108K	+$3.95K	5	0.01%	Increased
3146	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$107K	-$1.51K	1	0.01%	Reduced
3147	ECM Estabrook Capital Management New York	$107K	$0	2	0.02%	Maintained
3148	RG Retirement Group San Diego, California	$106K	-$4.62K	4	0.04%	Reduced
3149	GCA Genesee Capital Advisors Auburn, New York	$103K	+$69.2K	1	0.06%	New
3150	Stonehage Fleming Financial Services St. Helier, Jersey	$101K	+$131K	2	0.01%	Increased