← 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	MCM Manchester Capital Management Manchester, Vermont	$35K	+$1.71K	1	0%	Increased
602	NES New England Securities New York	$34K	-$236	1	0.01%	Reduced
603	People's United Financial Bridgeport, Connecticut	$33K	-$4.42K	1	0%	Reduced
604	SSB Sandy Spring Bank Olney, Maryland	$33K	+$3.5K	2	0%	Increased
605	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$28K	$0	1	0.06%	Maintained
606	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$25K	+$1.95K	2	0.02%	Increased
607	JIC Joel Isaacson & Co New York	$25K	$0	1	0.01%	Maintained
608	PO Private Ocean San Rafael, California	$24K	$0	1	0.02%	Maintained
609	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$24K	+$24.4K	1	0.01%	New
610	RFA Reilly Financial Advisors La Mesa, California	$23K	+$3.54K	2	0.01%	Increased
611	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$22K	+$8.91K	1	0.01%	Increased
612	TDC Thompson Davis & Co Richmond, Virginia	$21K	+$6.79K	2	0.02%	Increased
613	AFIA America First Investment Advisors Omaha, Nebraska	$20K	$0	1	0.01%	Maintained
614	First Horizon Advisors Memphis, Tennessee	$20K	$0	1	0%	Maintained
615	AA AlphaMark Advisors Ft. Wright, Kentucky	$18K	$0	1	0.01%	Maintained
616	IC Intersect Capital San Ramon, California	$18K	+$17.9K	1	0.02%	New
617	WA WealthTrust-Arizona Scottsdale, Arizona	$17K	+$5.9K	1	0.01%	Increased
618	BKA Brick & Kyle Associates Newtown, Pennsylvania	$15K	+$14.7K	1	0.01%	New
619	MassMutual Private Wealth & Trust Windsor, Connecticut	$14.1K	-$3.76K	1	0%	Reduced
620	ATC Adirondack Trust Company Saratoga Springs, New York	$14K	+$10.6K	1	0.01%	Increased
621	AC Alexandria Capital Arlington, Virginia	$13K	+$1.23K	2	0.01%	Increased
622	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$13K	+$649	1	0.01%	Increased
623	SignatureFD Atlanta, Georgia	$13K	+$11.9K	2	0%	Increased
624	Brown Brothers Harriman & Co New York	$9K	+$8.89K	2	0%	New
625	CHP Cable Hill Partners Portland, Oregon	$9K	+$9.08K	1	0.01%	New