← 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
3626	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$199K	+$223K	4	0.04%	New
3627	FCT First Community Trust Dubuque, Iowa	$199K	$0	1	0.17%	Maintained
3628	FCG Financial Connections Group Corte Madera, California	$198K	+$37.3K	3	0.09%	Increased
3629	API Asset Planning Inc Cypress, California	$198K	+$13.2K	3	0.16%	Increased
3630	TF Tompkins Financial Ithaca, New York	$195K	$0	2	0.02%	Maintained
3631	First Command Advisory Services Fort Worth, Texas	$194K	+$14.6K	4	0%	Increased
3632	AWM Ameliora Wealth Management Zurich, Switzerland	$184K	$0	2	0.07%	Maintained
3633	PCP Perbak Capital Partners London, United Kingdom	$183K	+$228K	1	0.14%	New
3634	Belvedere Trading Chicago, Illinois	$181K	-$629K	2	0%	Reduced
3635	ACA American Capital Advisory Ketchum, Idaho	$181K	+$4.07K	5	0.1%	Increased
3636	PCTC Perkins Coie Trust Company Seattle, Washington	$180K	+$169K	3	0.04%	Increased
3637	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$171K	+$207K	1	0.01%	New
3638	CWM Crowley Wealth Management Wilmington, Delaware	$171K	-$31.1K	3	0.16%	Reduced
3639	ACM Adalta Capital Management New York	$163K	-$15.2K	1	0.09%	Reduced
3640	GCA Genesee Capital Advisors Auburn, New York	$163K	+$35.5K	1	0.08%	Increased
3641	PWMG Prestige Wealth Management Group Flemington, New Jersey	$159K	-$18.7K	5	0.03%	Reduced
3642	FAM Flaharty Asset Management Clearwater, Florida	$159K	+$169K	4	0.02%	New
3643	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$159K	$0	1	0.76%	Maintained
3644	CIR Clear Investment Research Alpharetta, Georgia	$155K	+$15.4K	3	0.21%	Increased
3645	Sumitomo Mitsui Financial Group Tokyo, Japan	$155K	+$158K	1	0%	New
3646	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$153K	+$13.8K	2	0.03%	Increased
3647	DI DAGCO Inc Westlake, Ohio	$153K	+$167K	3	0.05%	New
3648	GWM Graybill Wealth Management Elmhurst, Illinois	$152K	+$164K	3	0.05%	New
3649	RPA Redwood Park Advisors Redwood City, California	$152K	+$2.55K	3	0.12%	Increased
3650	MHR Matthew Hamilton Rosenberg	$151K	+$54.5K	4	0.04%	Increased