← 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	SFSIG San Francisco Sentry Investment Group San Francisco, California	$18K	+$4.97K	1	0.01%	Increased
602	AA AlphaMark Advisors Ft. Wright, Kentucky	$17K	$0	1	0.01%	Maintained
603	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$17K	+$16.2K	1	0.01%	New
604	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$13K	+$11.6K	2	0%	New
605	AC Alexandria Capital Arlington, Virginia	$12K	+$476	2	0.01%	Increased
606	CI Global Investments Oakland, California	$12K	+$4.8K	1	0%	Increased
607	RFA Reilly Financial Advisors La Mesa, California	$12K	+$10.8K	1	0%	New
608	MassMutual Private Wealth & Trust Windsor, Connecticut	$11K	$0	1	0%	Maintained
609	RIA Regal Investment Advisors Kentwood, Michigan	$11K	+$1.08K	1	0%	Increased
610	Smithfield Trust Pittsburgh, Pennsylvania	$11K	-$8K	1	0%	Reduced
611	Waverly Advisors Birmingham, Alabama	$11K	+$54	1	0%	Increased
612	WA WealthTrust-Arizona Scottsdale, Arizona	$11K	-$1.03K	1	0.01%	Reduced
613	GAM Gemmer Asset Management Walnut Creek, California	$9K	+$1.84K	1	0.01%	Increased
614	SJIM St. Johns Investment Management Jacksonville, Florida	$8K	+$7.56K	1	0.01%	New
615	NIM NuWave Investment Management Parsippany, New Jersey	$7K	-$57.1K	1	0.02%	Reduced
616	TCI Wealth Advisors Tucson, Arizona	$7K	$0	1	0%	Maintained
617	VIA Vantage Investment Advisors State College, Pennsylvania	$7K	$0	1	0%	Maintained
618	PSI Pinnacle Summer Investments Fairfax, Virginia	$6K	$0	1	0%	Maintained
619	Farmers & Merchants Investments Inc Lincoln, Nebraska	$5K	-$3.78K	1	0%	Reduced
620	M MOTCO San Antonio, Texas	$5K	$0	1	0%	Maintained
621	NFG Next Financial Group Houston, Texas	$5K	+$5.4K	1	0%	New
622	PTC Private Trust Company Cleveland, Ohio	$4K	+$1.6K	1	0%	Increased
623	ATC Adirondack Trust Company Saratoga Springs, New York	$3K	$0	1	0%	Maintained
624	BAM Barrett Asset Management New York	$3K	$0	1	0%	Maintained
625	IMS Index Management Solutions Philadelphia, Pennsylvania	$3K	-$21.2K	1	0%	Reduced