← 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
701	SignatureFD Atlanta, Georgia	$22K	+$3.99K	2	0%	Increased
702	AA AlphaMark Advisors Ft. Wright, Kentucky	$21K	$0	1	0.01%	Maintained
703	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$21K	-$14.2K	1	0.01%	Reduced
704	ED Exane Derivatives Paris, France	$18.7K	-$298K	2	0%	Reduced
705	MCM Manchester Capital Management Manchester, Vermont	$18K	$0	1	0%	Maintained
706	PO Private Ocean San Rafael, California	$18K	-$3.99K	1	0.01%	Reduced
707	BKA Brick & Kyle Associates Newtown, Pennsylvania	$17K	$0	1	0.01%	Maintained
708	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$17K	$0	1	0.01%	Maintained
709	RFA Reilly Financial Advisors La Mesa, California	$17K	$0	2	0%	Maintained
710	Farmers & Merchants Investments Inc Lincoln, Nebraska	$15K	$0	1	0%	Maintained
711	CFG CKW Financial Group Honolulu, Hawaii	$14K	+$14.4K	1	0.01%	New
712	GAM Gemmer Asset Management Walnut Creek, California	$14K	$0	1	0.01%	Maintained
713	VNA Valley National Advisers Bethlehem, Pennsylvania	$14K	$0	1	0.01%	Maintained
714	Pathstone Family Office Englewood, New Jersey	$13K	+$12.9K	1	0.02%	New
715	IP Isthmus Partners Madison, Wisconsin	$12K	+$12.7K	1	0%	New
716	MassMutual Private Wealth & Trust Windsor, Connecticut	$11K	-$3.35K	1	0%	Reduced
717	CHP Cable Hill Partners Portland, Oregon	$11K	$0	1	0.01%	Maintained
718	TCI Wealth Advisors Tucson, Arizona	$11K	+$641	1	0.01%	Increased
719	Brown Brothers Harriman & Co New York	$10K	$0	2	0%	Maintained
720	RIA Regal Investment Advisors Kentwood, Michigan	$10K	-$10.1K	1	0%	Reduced
721	AWS Aris Wealth Services State College, Pennsylvania	$8K	$0	1	0.01%	Maintained
722	Brookstone Capital Management Wheaton, Illinois	$8K	+$8.26K	1	0%	New
723	ATC Adirondack Trust Company Saratoga Springs, New York	$7K	+$2.49K	1	0.01%	Increased
724	SAM Shamrock Asset Management Dallas, Texas	$7K	+$7.12K	1	0%	New
725	Synovus Financial Columbus, Georgia	$7K	$0	1	0%	Maintained