← 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
3851	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$65.9K	+$74.6K	2	0.03%	New
3852	TI TTP Investments San Jose, California	$64.7K	+$77.4K	1	0.03%	New
3853	BIM Bullseye Investment Management Cincinnati, Ohio	$64.6K	$0	1	0.03%	Maintained
3854	EIP Essential Investment Partners Englewood, Colorado	$63.5K	+$2.46K	2	0.05%	Increased
3855	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$63.4K	-$31.8K	1	0%	Reduced
3856	Altshuler Shaham Tel Aviv, Israel	$63K	+$44.7K	4	0%	Increased
3857	Stonehage Fleming Financial Services St. Helier, Jersey	$62.5K	-$65.4K	2	0%	Reduced
3858	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$61K	+$43.7K	3	0.03%	Increased
3859	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$60.9K	+$7.23K	2	0.06%	Increased
3860	TF Tompkins Financial Ithaca, New York	$59.1K	-$103K	2	0%	Reduced
3861	WCM Winthrop Capital Management Carmel, Indiana	$59K	+$44.2K	2	0.01%	Increased
3862	PCC Park Circle Company Baltimore, Maryland	$58.3K	$0	1	0.05%	Maintained
3863	ZC Zeit Capital Greenwood Village, Colorado	$58.3K	$0	1	0.04%	Maintained
3864	ECM Estabrook Capital Management New York	$56.8K	$0	2	0.01%	Maintained
3865	MSG Main Street Group Glen Allen, Virginia	$56.4K	-$1.75K	2	0.01%	Reduced
3866	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$56.2K	$0	2	0%	Maintained
3867	BTC Bank & Trust Company Litchfield, Illinois	$55.8K	+$10.5K	2	0.04%	Increased
3868	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$55.5K	-$12.1K	2	0.03%	Reduced
3869	JFG JDM Financial Group Austin, Texas	$55.2K	+$19K	2	0.02%	Increased
3870	DSC Duncker Streett & Co St. Louis, Missouri	$55.1K	-$253K	2	0.01%	Reduced
3871	CMP Coston McIsaac & Partners Bar Harbor, Maine	$55K	+$288	4	0.01%	Increased
3872	BAM Bellevue Asset Management Bellevue, Washington	$52.7K	-$504	3	0.02%	Reduced
3873	VWA VSM Wealth Advisory Hunt Valley, Maryland	$52.5K	$0	3	0.01%	Maintained
3874	VWM Vermillion Wealth Management Rosemount, Minnesota	$51.1K	-$190K	4	0.01%	Reduced
3875	IWP IAG Wealth Partners Waukesha, Wisconsin	$50.6K	-$3.27K	3	0.01%	Reduced