← 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
801	DSC Duncker Streett & Co St. Louis, Missouri	$31K	+$31.2K	1	0.01%	New
802	NFM North Forty Management Seattle, Washington	$28K	+$28.1K	1	0.02%	New
803	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$26K	+$28.7K	2	0.02%	New
804	SIM Sonora Investment Management Tucson, Arizona	$26K	-$3.59K	1	0.01%	Reduced
805	AA AlphaMark Advisors Ft. Wright, Kentucky	$24K	$0	1	0.01%	Maintained
806	First Horizon Advisors Memphis, Tennessee	$24K	-$18.9K	1	0%	Reduced
807	HF Hoxton Financial Shepherdstown, West Virginia	$24K	$0	1	0.01%	Maintained
808	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$24K	$0	1	0.01%	Maintained
809	Penserra Capital Management Orinda, California	$24K	+$24.3K	3	0%	New
810	SIG Stanford Investment Group Mountain View, California	$24K	$0	1	0.01%	Maintained
811	ZB Zions Bancorporation Salt Lake City, Utah	$24K	+$12.7K	2	0%	Increased
812	ADL Asset Dedication LLC San Francisco, California	$23K	+$23.3K	1	0.02%	New
813	RWM Raffa Wealth Management Washington, District of Columbia	$21.5K	$0	2	0.01%	Maintained
814	MCM Manchester Capital Management Manchester, Vermont	$20K	$0	1	0%	Maintained
815	RFA Reilly Financial Advisors La Mesa, California	$20K	$0	2	0%	Maintained
816	WA WealthTrust-Arizona Scottsdale, Arizona	$20K	+$382	2	0.01%	Increased
817	MUFG Americas New York	$18K	-$43.3K	1	0%	Reduced
818	TFO Tarbox Family Office Newport Beach, California	$18K	+$2.11K	1	0.01%	Increased
819	VNA Valley National Advisers Bethlehem, Pennsylvania	$16K	$0	1	0.01%	Maintained
820	WAS WESPAC Advisors SoCal Pasadena, California	$15K	+$15.6K	1	0.01%	New
821	IP Isthmus Partners Madison, Wisconsin	$14K	$0	1	0%	Maintained
822	LWA Lenox Wealth Advisors New York	$14K	+$12.3K	2	0%	Increased
823	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$14K	-$9K	1	0.01%	Reduced
824	Pathstone Family Office Englewood, New Jersey	$14K	$0	1	0.07%	Maintained
825	VCM Versant Capital Management Phoenix, Arizona	$14K	+$15.1K	2	0.01%	New