← 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
3701	GCM Gibraltar Capital Management Tulsa, Oklahoma	$201K	+$155K	1	0.09%	New
3702	LRPA L. Roy Papp & Associates Phoenix, Arizona	$201K	+$192K	1	0.02%	New
3703	NCM Neumann Capital Management Foster City, California	$201K	+$191K	1	0.07%	New
3704	RT Rockland Trust Hanover, Massachusetts	$200K	+$191K	1	0.01%	New
3705	CGH CMG Global Holdings Plano, Texas	$200K	+$152K	1	0.11%	New
3706	CJL Cyrus J. Lawrence New York	$199K	+$11.2K	2	0.04%	Increased
3707	EA Emerald Advisors Bellevue, Washington	$198K	$0	1	0.03%	Maintained
3708	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$198K	+$43.6K	4	0.07%	Increased
3709	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$198K	+$46.3K	1	0.94%	Increased
3710	API Asset Planning Inc Cypress, California	$195K	+$168K	3	0.15%	New
3711	HCA Heck Capital Advisors Rhinelander, Wisconsin	$185K	+$171K	4	0.01%	New
3712	RPA Redwood Park Advisors Redwood City, California	$184K	+$174K	3	0.13%	New
3713	VFM Vision Financial Markets Stamford, Connecticut	$177K	+$155K	2	0.19%	New
3714	MWM Mascoma Wealth Management Hanover, New Hampshire	$175K	+$18.3K	2	0.04%	Increased
3715	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$169K	+$81.7K	3	0.07%	Increased
3716	MB Mizuho Bank Tokyo, Japan	$159K	$0	1	0.04%	Maintained
3717	MTC Matrix Trust Company Denver, Colorado	$159K	+$135K	1	0.03%	Increased
3718	ACM Adalta Capital Management New York	$159K	-$29.1K	1	0.08%	Reduced
3719	ME McIlrath & Eck Arlington, Washington	$156K	+$54.6K	2	0.02%	Increased
3720	KPP Kings Path Partners Sugar Land, Texas	$154K	+$446	3	0.07%	Increased
3721	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$154K	-$2.55K	1	0.08%	Reduced
3722	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$153K	+$17.5K	2	0.03%	Increased
3723	EPW Evergreen Private Wealth Greenwood Village, Colorado	$153K	$0	1	0.07%	Maintained
3724	AT Arlington Trust Birmingham, Alabama	$152K	+$24.9K	3	0.03%	Increased
3725	AW Avion Wealth The Woodlands, Texas	$150K	+$47K	4	0.04%	Increased