← 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
601	RIA Regal Investment Advisors Kentwood, Michigan	$10K	-$1.79K	1	0%	Reduced
602	Waverly Advisors Birmingham, Alabama	$10K	-$36K	1	0%	Reduced
603	Farmers & Merchants Investments Inc Lincoln, Nebraska	$9K	$0	1	0%	Maintained
604	GAM Gemmer Asset Management Walnut Creek, California	$7K	+$7.53K	1	0.01%	New
605	NES New England Securities New York	$7K	+$6.88K	1	0%	Increased
606	TCI Wealth Advisors Tucson, Arizona	$7K	$0	1	0%	Maintained
607	VIA Vantage Investment Advisors State College, Pennsylvania	$7K	+$1.2K	1	0%	Increased
608	CI Global Investments Oakland, California	$6K	+$6.36K	1	0%	New
609	MIM Macroview Investment Management Bethesda, Maryland	$6K	$0	1	0.01%	Maintained
610	SSG Summit Securities Group New York	$6K	+$5.98K	1	0%	New
611	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$5K	$0	1	0%	Maintained
612	M MOTCO San Antonio, Texas	$5K	$0	1	0%	Maintained
613	PSI Pinnacle Summer Investments Fairfax, Virginia	$5K	$0	1	0%	Maintained
614	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$4K	$0	1	0%	Maintained
615	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	$0	1	0%	Maintained
616	BAM Barrett Asset Management New York	$3K	$0	1	0%	Maintained
617	PineBridge Investments New York	$3K	+$179	1	0%	Increased
618	PTC Private Trust Company Cleveland, Ohio	$2K	-$13.8K	2	0%	Reduced
619	WF WealthTrust Fairport Cleveland, Ohio	$2K	+$2.29K	2	0%	New
620	GC Globeflex Capital San Diego, California	$1K	$0	1	0%	Maintained
621	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1K	-$239	1	0%	Reduced
622	OC Oakworth Capital Birmingham, Alabama	$1K	$0	1	0%	Maintained
623	AL Airain Ltd St. Peter Port, Guernsey	$0	-$843K	0	–	Closed
624	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$8.28M	0	–	Closed
625	Arrowstreet Capital Boston, Massachusetts	$0	-$811K	0	–	Closed