← 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	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$39K	$0	1	0.03%	Maintained
577	ACS Archford Capital Strategies Swansea, Illinois	$35.7K	+$37.4K	1	0.03%	New
578	KT Kanaly Trust Houston, Texas	$33K	+$34K	2	0.01%	New
579	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$30K	+$5.68K	1	0.02%	Increased
580	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$30K	+$31.8K	1	0.02%	New
581	IMS Index Management Solutions Philadelphia, Pennsylvania	$26K	-$25.3K	1	0%	Reduced
582	PO Private Ocean San Rafael, California	$26K	+$2.63K	1	0.02%	Increased
583	JIC Joel Isaacson & Co New York	$24K	$0	1	0.01%	Maintained
584	MCM Manchester Capital Management Manchester, Vermont	$24K	$0	1	0%	Maintained
585	Flow Traders U.S. New York	$23K	+$21.9K	1	0%	New
586	PAS Partnervest Advisory Services Santa Barbara, California	$23K	$0	1	0.01%	Maintained
587	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$21K	+$17.5K	1	0.02%	Increased
588	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$19K	$0	1	0.05%	Maintained
589	Smithfield Trust Pittsburgh, Pennsylvania	$18K	$0	2	0%	Maintained
590	AA AlphaMark Advisors Ft. Wright, Kentucky	$17K	$0	1	0.01%	Maintained
591	Colony Group Boston, Massachusetts	$17K	+$1.85K	1	0%	Increased
592	Tower Research Capital (TRC) New York	$17K	-$229K	3	0%	Reduced
593	First Horizon Advisors Memphis, Tennessee	$16K	-$538	2	0%	Reduced
594	AC Alexandria Capital Arlington, Virginia	$12K	+$827	2	0.01%	Increased
595	HR Howe & Rusling Rochester, New York	$12K	+$13K	1	0%	New
596	PP Palladium Partners Norfolk, Virginia	$12K	+$12.3K	2	0%	New
597	SFSIG San Francisco Sentry Investment Group San Francisco, California	$12K	-$28.2K	1	0%	Reduced
598	WA WealthTrust-Arizona Scottsdale, Arizona	$12K	+$198	2	0.01%	Increased
599	PMFA Plante Moran Financial Advisors Southfield, Michigan	$11K	+$8.97K	1	0.01%	Increased
600	MassMutual Private Wealth & Trust Windsor, Connecticut	$10.8K	+$3.95K	1	0.01%	Increased