← 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	Sigma Planning Corp Ann Arbor, Michigan	$338K	+$28.9K	1	0.04%	Increased
702	CL CPWM LLC Seattle, Washington	$337K	+$9.36K	1	0.08%	Increased
703	AWA ARS Wealth Advisors St. Petersburg, Florida	$329K	+$130K	1	0.15%	Increased
704	GVT Genesee Valley Trust Pittsford, New York	$329K	+$66.6K	1	0.23%	Increased
705	SCM Southport Capital Management Chattanooga, Tennessee	$329K	-$14.5K	1	0.2%	Reduced
706	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$325K	+$46.5K	2	0.16%	Increased
707	IR Invictus RG Hamilton, Bermuda	$325K	+$345K	1	0.22%	New
708	CCA Checchi Capital Advisers Beverly Hills, California	$324K	-$29.9K	1	0.04%	Reduced
709	WEC Winslow Evans & Crocker Boston, Massachusetts	$323K	-$75K	1	0.1%	Reduced
710	TCOV Trust Company of Vermont Brattleboro, Vermont	$320K	+$5.47K	2	0.04%	Increased
711	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$318K	+$337K	1	0.08%	New
712	GW & Wade Wellesley, Massachusetts	$318K	-$5.59K	1	0.05%	Reduced
713	FFC First Financial Corp Terre Haute, Indiana	$314K	-$18.1K	1	0.19%	Reduced
714	BB Bell Bank Fargo, North Dakota	$310K	+$329K	1	0.12%	New
715	EP Edgestream Partners Princeton, New Jersey	$308K	+$327K	1	0.64%	New
716	SCI S&CO Inc Boston, Massachusetts	$308K	+$327K	1	0.04%	New
717	EFS Essex Financial Services Essex, Connecticut	$304K	-$14.5K	1	0.07%	Reduced
718	DG Davidson & Garrard Lynchburg, Virginia	$300K	+$58.1K	1	0.07%	Increased
719	Gradient Investments Arden Hills, Minnesota	$300K	-$15.2K	1	0.03%	Reduced
720	GBT Grove Bank & Trust Miami, Florida	$297K	+$103K	1	0.23%	Increased
721	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$296K	-$2.61K	3	0.07%	Reduced
722	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$296K	+$71.8K	1	0.11%	Increased
723	Choreo LLC Rockford, Illinois	$293K	+$4.49M	2	0.05%	New
724	YMRC Yorktown Management & Research Company Forest, Virginia	$292K	$0	1	0.07%	Maintained
725	CC Cedar Capital Barrington, Illinois	$288K	+$3.99K	1	0.11%	Increased