← 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	AA AlphaMark Advisors Ft. Wright, Kentucky	$17K	$0	1	0.01%	Maintained
602	Colony Group Boston, Massachusetts	$15K	-$4.51K	1	0%	Reduced
603	PHK Point72 Hong Kong Hong Kong	$15K	+$15.7K	2	0.01%	New
604	GSC Ground Swell Capital Folly Beach, South Carolina	$14K	-$21.2K	2	0.03%	Reduced
605	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$12K	-$5.63K	1	0.01%	Reduced
606	TDC Thompson Davis & Co Richmond, Virginia	$12K	+$12.4K	2	0.02%	New
607	AC Alexandria Capital Arlington, Virginia	$11K	-$775	2	0%	Reduced
608	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$11K	-$1.49K	2	0%	Reduced
609	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$11K	+$10.6K	1	0.01%	New
610	Waverly Advisors Birmingham, Alabama	$11K	$0	1	0.01%	Maintained
611	WA WealthTrust-Arizona Scottsdale, Arizona	$11K	$0	1	0.01%	Maintained
612	IRS Invictus RG (Singapore) Singapore	$10K	+$9.46K	1	0.01%	New
613	Smithfield Trust Pittsburgh, Pennsylvania	$10K	$0	1	0%	Maintained
614	IMS Index Management Solutions Philadelphia, Pennsylvania	$9K	+$5.18K	1	0%	Increased
615	TCI Wealth Advisors Tucson, Arizona	$7K	$0	1	0%	Maintained
616	VIA Vantage Investment Advisors State College, Pennsylvania	$7K	$0	1	0%	Maintained
617	PSI Pinnacle Summer Investments Fairfax, Virginia	$6K	$0	1	0%	Maintained
618	TFA Transamerica Financial Advisors St. Petersburg, Florida	$6K	+$5.63K	1	0%	New
619	Farmers & Merchants Investments Inc Lincoln, Nebraska	$5K	$0	1	0%	Maintained
620	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$5K	-$19.8K	1	0%	Reduced
621	M MOTCO San Antonio, Texas	$5K	$0	1	0%	Maintained
622	SIM SSI Investment Management Los Angeles, California	$5K	+$4.9K	1	0%	New
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	PTC Private Trust Company Cleveland, Ohio	$3K	$0	1	0%	Maintained