← 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
4226	CMP Coston McIsaac & Partners Bar Harbor, Maine	$103K	+$22.7K	4	0.02%	Increased
4227	EPW Evergreen Private Wealth Greenwood Village, Colorado	$102K	-$15.5K	1	0.04%	Reduced
4228	PCTC Perkins Coie Trust Company Seattle, Washington	$102K	$0	3	0.02%	Maintained
4229	DCM Disciplina Capital Management Nashville, Tennessee	$101K	$0	2	0.01%	Maintained
4230	AF Align Financial Hermantown, Minnesota	$101K	+$8.19M	3	0.06%	New
4231	RTL Red Tortoise LLC Atlanta, Georgia	$100K	+$3.48K	2	0.04%	Increased
4232	1GI 180 GPS Investments St Peter Port,	$99.6K	+$93.4K	1	0.08%	New
4233	LIA Limestone Investment Advisors New York	$99.6K	-$834K	1	0.01%	Reduced
4234	FCMT Founders Capital Management (Texas) Houston, Texas	$99.3K	+$58.6K	2	0.05%	Increased
4235	BIM Bullseye Investment Management Cincinnati, Ohio	$98.5K	+$100K	1	0.05%	New
4236	EIP Essential Investment Partners Englewood, Colorado	$97.2K	+$96K	2	0.09%	New
4237	WWA Wealth Watch Advisors Englewood, Colorado	$95.8K	+$7.11K	4	0.04%	Increased
4238	CVM Cheviot Value Management Beverly Hills, California	$95.4K	+$19.2K	1	0.01%	Increased
4239	ECM Estabrook Capital Management New York	$95.3K	$0	2	0.01%	Maintained
4240	MIM MTM Investment Management Spartanburg, South Carolina	$95.1K	-$5.74K	3	0.03%	Reduced
4241	TCM Tradewinds Capital Management Bellingham, Washington	$92.5K	-$341	3	0.02%	Reduced
4242	AF Abound Financial Granite Bay, California	$90.5K	+$89.5K	3	0.04%	New
4243	PP Paladin Partners Hartland, Wisconsin	$90.1K	+$90.3K	3	0.07%	New
4244	PCC Park Circle Company Baltimore, Maryland	$88.9K	$0	1	0.08%	Maintained
4245	ZC Zeit Capital Greenwood Village, Colorado	$88.9K	-$27.2K	1	0.06%	Reduced
4246	CBT Crews Bank & Trust Wauchula, Florida	$85.6K	-$6.34K	3	0.01%	Reduced
4247	KPP Kings Path Partners Sugar Land, Texas	$83.2K	+$18.1K	3	0.03%	Increased
4248	BG Bollard Group Boston, Massachusetts	$83K	+$92.6K	1	0%	New
4249	ME McIlrath & Eck Arlington, Washington	$81.2K	+$2.35K	2	0.01%	Increased
4250	UIA Ulland Investment Advisors Minneapolis, Minnesota	$80K	-$15.2K	2	0.06%	Reduced