← 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
626	SSB Sandy Spring Bank Olney, Maryland	$33K	-$4K	1	0%	Reduced
627	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$32K	+$4.16K	2	0.02%	Increased
628	CYG Clean Yield Group Norwich, Vermont	$31K	+$29.2K	1	0.01%	New
629	JIC Joel Isaacson & Co New York	$28K	$0	1	0.01%	Maintained
630	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$25K	-$19.8K	2	0.01%	Reduced
631	WA WFG Advisors Dallas, Texas	$25K	-$428K	2	0.01%	Reduced
632	WA WealthTrust-Arizona Scottsdale, Arizona	$23K	+$3.39K	2	0.01%	Increased
633	First Horizon Advisors Memphis, Tennessee	$22K	$0	1	0%	Maintained
634	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$22K	+$20.4K	2	0.01%	New
635	PO Private Ocean San Rafael, California	$21K	-$6.14K	1	0.02%	Reduced
636	AA AlphaMark Advisors Ft. Wright, Kentucky	$20K	$0	1	0.01%	Maintained
637	Balentine LLC Atlanta, Georgia	$20K	+$19K	1	0%	New
638	RIA Regal Investment Advisors Kentwood, Michigan	$20K	-$29.9K	1	0%	Reduced
639	ZB Zions Bancorporation Salt Lake City, Utah	$18K	+$15.9K	2	0%	New
640	BKA Brick & Kyle Associates Newtown, Pennsylvania	$17K	$0	1	0.01%	Maintained
641	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$17K	+$2.36K	1	0.01%	Increased
642	MCM Manchester Capital Management Manchester, Vermont	$17K	-$21.2K	1	0%	Reduced
643	RFA Reilly Financial Advisors La Mesa, California	$17K	-$7.75K	2	0%	Reduced
644	SignatureFD Atlanta, Georgia	$17K	+$2.73K	2	0%	Increased
645	MassMutual Private Wealth & Trust Windsor, Connecticut	$15.8K	$0	1	0%	Maintained
646	AC Alexandria Capital Arlington, Virginia	$15K	-$310	2	0.01%	Reduced
647	Farmers & Merchants Investments Inc Lincoln, Nebraska	$14K	+$8.44K	1	0%	Increased
648	GAM Gemmer Asset Management Walnut Creek, California	$14K	+$2.98K	1	0.01%	Increased
649	VNA Valley National Advisers Bethlehem, Pennsylvania	$13K	+$12.4K	1	0.01%	New
650	WCM Wealthcare Capital Management Richmond, Virginia	$12K	+$11.6K	2	0%	New