← 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
576	PAS Partnervest Advisory Services Santa Barbara, California	$22K	$0	1	0.01%	Maintained
577	RA Rational Advisors Huntington, New York	$20K	-$1.28K	1	0%	Reduced
578	Carson Wealth (CWM LLC) Omaha, Nebraska	$18K	+$376	2	0%	Increased
579	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$18K	-$15K	1	0.03%	Reduced
580	AA AlphaMark Advisors Ft. Wright, Kentucky	$17K	$0	1	0.01%	Maintained
581	First Horizon Advisors Memphis, Tennessee	$17K	+$8.24K	2	0%	Increased
582	Smithfield Trust Pittsburgh, Pennsylvania	$17K	+$16.6K	2	0%	New
583	Colony Group Boston, Massachusetts	$15K	+$14.3K	1	0%	New
584	PTC Private Trust Company Cleveland, Ohio	$15K	-$9.48K	3	0.01%	Reduced
585	WA WealthTrust-Arizona Scottsdale, Arizona	$12K	$0	1	0.01%	Maintained
586	RIA Regal Investment Advisors Kentwood, Michigan	$11K	-$56.2K	1	0.01%	Reduced
587	AC Alexandria Capital Arlington, Virginia	$10K	+$3.29K	2	0%	Increased
588	NIM NuWave Investment Management Parsippany, New Jersey	$10K	-$588	1	0.01%	Reduced
589	WhitTier Trust Company Reno, Nevada	$9K	$0	1	0%	Maintained
590	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8K	$0	1	0%	Maintained
591	Great Lakes Advisors Chicago, Illinois	$7K	-$295K	2	0%	Reduced
592	LWA Lenox Wealth Advisors New York	$7K	$0	1	0%	Maintained
593	TCI Wealth Advisors Tucson, Arizona	$7K	$0	1	0%	Maintained
594	MassMutual Private Wealth & Trust Windsor, Connecticut	$6.84K	+$6.63K	1	0.01%	New
595	MIM Macroview Investment Management Bethesda, Maryland	$6K	$0	1	0.01%	Maintained
596	VIA Vantage Investment Advisors State College, Pennsylvania	$6K	+$5.35K	1	0%	New
597	Chilton Capital Management Houston, Texas	$5.96K	$0	1	0%	Maintained
598	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$5K	+$4.92K	1	0%	New
599	M MOTCO San Antonio, Texas	$5K	$0	1	0%	Maintained
600	PSI Pinnacle Summer Investments Fairfax, Virginia	$5K	$0	1	0%	Maintained