← 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
651	Brown Brothers Harriman & Co New York	$11K	$0	2	0%	Maintained
652	CHP Cable Hill Partners Portland, Oregon	$10K	$0	1	0.01%	Maintained
653	TCI Wealth Advisors Tucson, Arizona	$10K	+$496	1	0.01%	Increased
654	Simplex Trading Chicago, Illinois	$8K	-$626K	1	0%	Reduced
655	AWS Aris Wealth Services State College, Pennsylvania	$7K	+$6.82K	1	0.01%	New
656	Synovus Financial Columbus, Georgia	$7K	-$2.86K	1	0%	Reduced
657	TFA Transamerica Financial Advisors St. Petersburg, Florida	$7K	$0	1	0%	Maintained
658	PSI Pinnacle Summer Investments Fairfax, Virginia	$6K	$0	1	0%	Maintained
659	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$5K	$0	1	0%	Maintained
660	Klingman & Associates New York	$5K	$0	1	0%	Maintained
661	ATC Adirondack Trust Company Saratoga Springs, New York	$4K	-$11.2K	1	0%	Reduced
662	MCM MV Capital Management Bethesda, Maryland	$4K	-$3K	1	0%	Reduced
663	M MOTCO San Antonio, Texas	$3K	-$3.23K	1	0%	Reduced
664	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3K	$0	1	0%	Maintained
665	TFO Tarbox Family Office Newport Beach, California	$3K	+$1.18K	1	0%	Increased
666	VIA Vantage Investment Advisors State College, Pennsylvania	$3K	+$1.24K	1	0%	Increased
667	DBT Dubuque Bank & Trust Dubuque, Iowa	$2K	$0	1	0%	Maintained
668	LWA Lenox Wealth Advisors New York	$2K	$0	1	0%	Maintained
669	OC Oakworth Capital Birmingham, Alabama	$2K	$0	1	0%	Maintained
670	RWM Raffa Wealth Management Washington, District of Columbia	$1.7K	$0	2	0%	Maintained
671	SHJ Sharkey, Howes & Javer Denver, Colorado	$1K	+$1.24K	1	0%	New
672	TIM Tortoise Investment Management White Plains, New York	$1K	$0	1	0%	Maintained
673	Alyeska Investment Group Chicago, Illinois	$0	-$5.74M	0	–	Closed
674	AFIA America First Investment Advisors Omaha, Nebraska	$0	-$20K	0	–	Closed
675	AMF Tjänstepension Stockholm, Sweden	$0	-$795K	0	–	Closed