← 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	LNB Ledyard National Bank	$78K	$0	2	0.01%	Maintained
602	NFG Next Financial Group Houston, Texas	$78K	+$8.68K	1	0.03%	Increased
603	WTB Washington Trust Bank Spokane, Washington	$72K	$0	1	0.02%	Maintained
604	FFC First Financial Corp Terre Haute, Indiana	$69K	$0	1	0.03%	Maintained
605	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$66K	-$29.5K	2	0%	Reduced
606	Benjamin F. Edwards & Company St. Louis, Missouri	$64K	-$24K	1	0.01%	Reduced
607	PMFA Plante Moran Financial Advisors Southfield, Michigan	$64K	$0	1	0.04%	Maintained
608	KT Kanaly Trust Houston, Texas	$62K	+$11.7K	3	0.01%	Increased
609	TCOV Trust Company of Vermont Brattleboro, Vermont	$59K	+$12.4K	2	0.01%	Increased
610	AIC Ayalon Insurance Company Ramat Gan, Israel	$57K	+$53.3K	1	0.03%	New
611	ACS Archford Capital Strategies Swansea, Illinois	$55.8K	+$9.61K	1	0.04%	Increased
612	Saturna Capital Bellingham, Washington	$54K	$0	1	0%	Maintained
613	FAM Formidable Asset Management Cincinnati, Ohio	$53K	-$222K	1	0.03%	Reduced
614	PineBridge Investments New York	$53K	-$130K	1	0%	Reduced
615	WA Winfield Associates Cleveland, Ohio	$53K	+$6.2K	1	0.04%	Increased
616	GWM Gupta Wealth Management San Diego, California	$51K	+$47.3K	2	0.02%	New
617	HMS Hanseatic Management Services Albuquerque, New Mexico	$51K	+$47.6K	1	0.03%	New
618	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$46K	$0	1	0.03%	Maintained
619	TDC Thompson Davis & Co Richmond, Virginia	$46K	+$20.4K	2	0.06%	Increased
620	WP WealthPLAN Partners Omaha, Nebraska	$45K	+$42.2K	1	0.02%	New
621	RA Rational Advisors Huntington, New York	$43K	-$26.7K	1	0.01%	Reduced
622	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$42K	+$40.2K	2	0.02%	New
623	People's United Financial Bridgeport, Connecticut	$37K	$0	1	0%	Maintained
624	Allworth Financial Folsom, California	$34K	+$31.5K	1	0.01%	New
625	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$33K	+$31K	1	0.02%	New