← 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
3726	EWM Evolution Wealth Management Fort Myers, Florida	$193K	+$28.6K	4	0.11%	Increased
3727	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$188K	-$1.62K	4	0.04%	Reduced
3728	RA Rational Advisors Huntington, New York	$187K	-$4.04M	3	0.02%	Reduced
3729	BCM Boreal Capital Management Miami, Florida	$186K	-$252K	3	0.14%	Reduced
3730	E Entelevest Coral Gables, Florida	$184K	-$182K	1	0.16%	Reduced
3731	WAM WealthCare Asset Management Springfield, Missouri	$183K	-$79.9K	1	0.08%	Reduced
3732	NF Napier Financial Braintree, Massachusetts	$182K	-$47.1K	3	0.04%	Reduced
3733	AT Arlington Trust Birmingham, Alabama	$180K	-$107K	3	0.02%	Reduced
3734	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$179K	-$11.1K	3	0.04%	Reduced
3735	AIS Advocate Investing Services Woodbine, Maryland	$178K	$0	2	0.14%	Maintained
3736	MA MBA Advisors Hermitage, Pennsylvania	$178K	+$208K	1	0.06%	New
3737	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$177K	-$40.6K	2	0.02%	Reduced
3738	VC Vestor Capital Chicago, Illinois	$177K	-$12.7M	2	0.01%	Reduced
3739	DAM Delta Asset Management Memphis, Tennessee	$177K	+$22K	3	0.02%	Increased
3740	EPW Evergreen Private Wealth Greenwood Village, Colorado	$176K	$0	1	0.07%	Maintained
3741	TIAA Trust, National Association Charlotte, North Carolina	$175K	-$1.52M	2	0.01%	Reduced
3742	CH CDKV Holdings Denver, Colorado	$174K	$0	2	0.14%	Maintained
3743	FC Financial Consulate Hunt Valley, Maryland	$173K	-$87.4K	3	0.02%	Reduced
3744	TC Toews Corporation Northfield, New Jersey	$172K	+$201K	1	0.03%	New
3745	MHR Matthew Hamilton Rosenberg	$172K	+$88.4K	3	0.03%	Increased
3746	DIP DT Investment Partners Chadds Ford, Pennsylvania	$171K	-$410	3	0.01%	Reduced
3747	BRF B. Riley Financial Los Angeles, California	$171K	$0	1	0.04%	Maintained
3748	RWM Rialto Wealth Management Syracuse, New York	$171K	-$185K	6	0.03%	Reduced
3749	SN Sittner & Nelson Eugene, Oregon	$169K	-$30.6K	4	0.05%	Reduced
3750	CC Commons Capital Needham, Massachusetts	$167K	-$993K	1	0.12%	Reduced