← 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
526	HF Hoxton Financial Shepherdstown, West Virginia	$39K	-$42.1K	1	0.04%	Reduced
527	ST Stifel Trust St. Louis, Missouri	$39K	$0	1	0.01%	Maintained
528	SFSIG San Francisco Sentry Investment Group San Francisco, California	$38K	-$3.4K	1	0.01%	Reduced
529	IMS Index Management Solutions Philadelphia, Pennsylvania	$37K	+$32.5K	1	0.01%	New
530	SST S Squared Technology New York	$36K	$0	1	0.05%	Maintained
531	TC TradeLink Capital Chicago, Illinois	$36K	-$988K	1	0.08%	Reduced
532	AFIA America First Investment Advisors Omaha, Nebraska	$35K	+$30.9K	1	0.02%	New
533	D.A. Davidson & Co Great Falls, Montana	$33K	-$153K	2	0%	Reduced
534	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$32K	+$27.7K	1	0.05%	New
535	SSB Sandy Spring Bank Olney, Maryland	$25K	+$22.2K	1	0%	New
536	ACM Aviance Capital Management Sarasota, Florida	$24K	-$64.6K	1	0.01%	Reduced
537	PTC Private Trust Company Cleveland, Ohio	$24K	-$11.6K	3	0.01%	Reduced
538	Benjamin F. Edwards & Company St. Louis, Missouri	$23K	$0	1	0.01%	Maintained
539	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$23K	+$182	1	0.01%	Increased
540	JIC Joel Isaacson & Co New York	$22K	+$19.3K	1	0.01%	New
541	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$21K	+$18.3K	1	0.01%	New
542	PAS Partnervest Advisory Services Santa Barbara, California	$21K	$0	1	0.01%	Maintained
543	TCOV Trust Company of Vermont Brattleboro, Vermont	$21K	$0	1	0%	Maintained
544	RA Rational Advisors Huntington, New York	$20K	$0	1	0%	Maintained
545	Carson Wealth (CWM LLC) Omaha, Nebraska	$17K	+$14.9K	2	0%	New
546	AA AlphaMark Advisors Ft. Wright, Kentucky	$16K	-$9.08K	1	0.01%	Reduced
547	FAM Formidable Asset Management Cincinnati, Ohio	$16K	+$13.6K	1	0.01%	New
548	People's United Financial Bridgeport, Connecticut	$16K	$0	1	0%	Maintained
549	MCM Manchester Capital Management Manchester, Vermont	$15K	$0	1	0%	Maintained
550	WA WealthTrust-Arizona Scottsdale, Arizona	$11K	+$4.54K	1	0.01%	Increased