← 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
776	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$69K	+$1.12K	2	0.03%	Increased
777	TCI Wealth Advisors Tucson, Arizona	$66K	-$261	2	0.04%	Reduced
778	AIM Acrospire Investment Management Chicago, Illinois	$60K	+$32.9K	2	0.04%	Increased
779	CFA Carroll Financial Associates Charlotte, North Carolina	$59K	$0	1	0.01%	Maintained
780	CFN Cordasco Financial Network Naples, Florida	$59K	$0	1	0.07%	Maintained
781	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$58K	$0	1	0.02%	Maintained
782	HI Hudock Inc Williamsport, Pennsylvania	$57K	+$62.4K	1	0.03%	New
783	AIM Arcadia Investment Management Kalamazoo, Michigan	$56K	$0	1	0.02%	Maintained
784	AIC Ayalon Insurance Company Ramat Gan, Israel	$56K	$0	1	0.05%	Maintained
785	Carson Wealth (CWM LLC) Omaha, Nebraska	$56K	+$61.6K	1	0%	New
786	BWP Baldwin Wealth Partners Marion, Massachusetts	$55K	$0	1	0.01%	Maintained
787	WTB Washington Trust Bank Spokane, Washington	$55K	+$3.92K	2	0.01%	Increased
788	Fuller & Thaler Asset Management San Mateo, California	$53K	+$27.2K	1	0%	Increased
789	WA WFG Advisors Dallas, Texas	$53K	-$14.5K	3	0.01%	Reduced
790	Penserra Capital Management Orinda, California	$51K	+$21.7K	3	0.01%	Increased
791	AssetMark Inc Concord, California	$50K	-$10.2K	1	0%	Reduced
792	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$50K	$0	1	0.03%	Maintained
793	Catalyst Capital Advisors Huntington, New York	$48K	-$22.3K	2	0.01%	Reduced
794	ACS Archford Capital Strategies Swansea, Illinois	$47K	$0	1	0.02%	Maintained
795	FIB First Interstate Bank Billings, Montana	$46K	+$50.7K	1	0.01%	New
796	BKA Brick & Kyle Associates Newtown, Pennsylvania	$43K	+$15.6K	1	0.03%	Increased
797	FAM Foresters Asset Management Toronto, Ontario, Canada	$43K	-$172K	1	0.02%	Reduced
798	RP Raiff Partners New York	$40K	-$36.9K	1	0.05%	Reduced
799	Thompson Siegel & Walmsley Richmond, Virginia	$36K	$0	1	0%	Maintained
800	VCM Vigilant Capital Management Portland, Maine	$35K	$0	2	0.01%	Maintained