← 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
3151	Belvedere Trading Chicago, Illinois	$137K	-$205K	2	0%	Reduced
3152	NCM Northwest Capital Management Lake Oswego, Oregon	$136K	$0	2	0.05%	Maintained
3153	MB Mizuho Bank Tokyo, Japan	$134K	$0	1	0.03%	Maintained
3154	FPB First PREMIER Bank Sioux Falls, South Dakota	$131K	+$102K	2	0.03%	Increased
3155	VIA Virtus Investment Advisers Hartford, Connecticut	$130K	$0	2	0.1%	Maintained
3156	LSV Asset Management Chicago, Illinois	$129K	+$119K	1	0%	New
3157	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$128K	$0	1	0.07%	Maintained
3158	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$128K	+$122K	1	0.3%	New
3159	MWM Mascoma Wealth Management Hanover, New Hampshire	$128K	$0	1	0.03%	Maintained
3160	NIC Northwest Investment Counselors Lake Oswego, Oregon	$126K	+$115K	3	0.03%	New
3161	EPW Evergreen Private Wealth Greenwood Village, Colorado	$126K	-$14.9K	1	0.06%	Reduced
3162	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$124K	-$634	2	0.05%	Reduced
3163	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$122K	$0	1	0.61%	Maintained
3164	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$120K	+$2.41K	3	0.02%	Increased
3165	FWM FSA Wealth Management Needham, Massachusetts	$118K	+$103K	2	0.05%	New
3166	SIS Strategic Investment Solutions Orland Park, Illinois	$116K	-$91.6K	3	0.03%	Reduced
3167	PAS Point72 Asia (Singapore) Singapore	$116K	+$107K	1	0.02%	New
3168	HGA Hobbs Group Advisors Columbia, South Carolina	$115K	-$626K	3	0.04%	Reduced
3169	PCWA Pacific Capital Wealth Advisors Corona, California	$111K	+$16.4K	3	0.02%	Increased
3170	SC Swan Capital Pensacola, Florida	$109K	$0	2	0.05%	Maintained
3171	UIA Ulland Investment Advisors Minneapolis, Minnesota	$108K	-$94.7K	2	0.08%	Reduced
3172	JAM JCIC Asset Management Toronto, Ontario, Canada	$106K	+$6.66K	2	0.04%	Increased
3173	AT Arlington Trust Birmingham, Alabama	$105K	-$3.33K	2	0.02%	Reduced
3174	EFP EnRich Financial Partners Madison, Wisconsin	$102K	$0	1	0.03%	Maintained
3175	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$102K	+$7.16K	6	0.04%	Increased