← 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	CFA Camarda Financial Advisors Fleming Island, Florida	$22K	-$130K	1	0.01%	Reduced
802	HF Hoxton Financial Shepherdstown, West Virginia	$22K	$0	1	0.01%	Maintained
803	IPC Independent Portfolio Consultants Boca Raton, Florida	$22K	-$7.23K	1	0.01%	Reduced
804	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$22K	$0	1	0.01%	Maintained
805	RWM Raffa Wealth Management Washington, District of Columbia	$20.1K	$0	2	0.01%	Maintained
806	MCM Manchester Capital Management Manchester, Vermont	$19K	$0	1	0%	Maintained
807	WA Winfield Associates Cleveland, Ohio	$19K	-$37.2K	1	0.01%	Reduced
808	Penserra Capital Management Orinda, California	$18K	-$2.82K	3	0%	Reduced
809	ADL Asset Dedication LLC San Francisco, California	$17K	-$5.17K	1	0.01%	Reduced
810	MassMutual Private Wealth & Trust Windsor, Connecticut	$16.6K	-$7.56K	2	0%	Reduced
811	BAM Barrett Asset Management New York	$15K	+$15.8K	1	0%	New
812	Brown Brothers Harriman & Co New York	$15K	-$22.8K	2	0%	Reduced
813	Smithfield Trust Pittsburgh, Pennsylvania	$15K	-$168K	1	0%	Reduced
814	TFO Tarbox Family Office Newport Beach, California	$15K	-$801	2	0.01%	Reduced
815	VNA Valley National Advisers Bethlehem, Pennsylvania	$15K	$0	1	0.01%	Maintained
816	WRM Westport Resources Management Westport, Connecticut	$15K	+$13.8K	1	0%	New
817	WAS WESPAC Advisors SoCal Pasadena, California	$14.8K	$0	1	0.01%	Maintained
818	CPA Cowen Prime Advisors New York	$14K	+$12.7K	1	0.01%	New
819	RFA Reilly Financial Advisors La Mesa, California	$14K	-$5K	1	0%	Reduced
820	VCM Versant Capital Management Phoenix, Arizona	$14K	$0	2	0.01%	Maintained
821	ACM Armbruster Capital Management Pittsford, New York	$13K	+$13.9K	1	0.01%	New
822	IP Isthmus Partners Madison, Wisconsin	$13K	$0	1	0%	Maintained
823	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$13K	$0	1	0.01%	Maintained
824	Pathstone Family Office Englewood, New Jersey	$13K	$0	1	0.03%	Maintained
825	Balentine LLC Atlanta, Georgia	$12K	-$86.2K	1	0%	Reduced