← 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
3176	MIM Macroview Investment Management Bethesda, Maryland	$64.6K	+$10.6K	3	0.07%	Increased
3177	BIM Breakwater Investment Management Seattle, Washington	$64.1K	+$61.4K	3	0.03%	New
3178	EA Emerald Advisors Bellevue, Washington	$58.9K	+$39.6K	1	0.01%	New
3179	MHR Matthew Hamilton Rosenberg	$58.6K	$0	1	0.02%	Maintained
3180	HMS Hanseatic Management Services Albuquerque, New Mexico	$58.1K	$0	1	0.09%	Maintained
3181	PBK Peoples Bank (Kansas) Pratt, Kansas	$57.2K	$0	1	0.04%	Maintained
3182	SNB Security National Bank Omaha, Nebraska	$57.2K	$0	1	0.01%	Maintained
3183	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$55.1K	+$17K	3	0.02%	Increased
3184	PGWM Pitti Group Wealth Management Victor, New York	$53.2K	+$44.1K	1	0.06%	New
3185	DC Diametric Capital Boston, Massachusetts	$52.5K	+$56.9K	1	0.03%	New
3186	AA AlphaMark Advisors Ft. Wright, Kentucky	$52K	+$6.8K	3	0.02%	Increased
3187	CB Centennial Bank Conway, Arkansas	$51.4K	-$2.38K	2	0.03%	Reduced
3188	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$50.5K	$0	2	0.02%	Maintained
3189	HWM HighMark Wealth Management St. Paul, Minnesota	$50K	+$11.3K	4	0.03%	Increased
3190	MG MilWealth Group Milwaukee, Wisconsin	$49.7K	$0	1	0.02%	Maintained
3191	MCM MidAtlantic Capital Management Richmond, Virginia	$49.6K	$0	1	0.04%	Maintained
3192	VL Vima LLC Troy, Michigan	$48.3K	+$1.31K	2	0.06%	Increased
3193	IWP IAG Wealth Partners Waukesha, Wisconsin	$47.1K	+$8.19K	2	0.01%	Increased
3194	RTL Red Tortoise LLC Atlanta, Georgia	$47K	+$31.2K	2	0.03%	Increased
3195	FF Friedenthal Financial Marlton, New Jersey	$46.7K	-$742K	1	0.03%	Reduced
3196	SGC Slocum, Gordon & Co Newport, Rhode Island	$45.2K	-$19.6K	1	0.03%	Reduced
3197	SC Steph & Co Marinette, Wisconsin	$45.2K	-$148K	1	0.02%	Reduced
3198	BA Ballew Advisors Jackson, Mississippi	$45.1K	+$39.6K	1	0.03%	New
3199	RFG REAP Financial Group Austin, Texas	$42.5K	$0	1	0.01%	Maintained
3200	PCTC Perkins Coie Trust Company Seattle, Washington	$42.2K	-$8.37K	2	0.01%	Reduced