← 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	Balentine LLC Atlanta, Georgia	$33K	+$2.23K	2	0%	Increased
802	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$32K	$0	2	0.02%	Maintained
803	DPA Delphi Private Advisors San Diego, California	$31K	-$1.95K	1	0.05%	Reduced
804	CB Community Bank Dewitt, New York	$30K	$0	1	0.01%	Maintained
805	JIC Joel Isaacson & Co New York	$30K	$0	1	0.01%	Maintained
806	Pathstone Family Office Englewood, New Jersey	$30K	$0	1	0.03%	Maintained
807	WP WealthPLAN Partners Omaha, Nebraska	$29.3K	-$17.5K	1	0.01%	Reduced
808	BAM Brave Asset Management Summit, New Jersey	$29K	$0	1	0.02%	Maintained
809	DSC Duncker Streett & Co St. Louis, Missouri	$29K	$0	1	0.01%	Maintained
810	SBL Sargent Bickham Lagudis Boulder, Colorado	$29K	$0	1	0%	Maintained
811	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$28K	$0	1	0.02%	Maintained
812	ZB Zions Bancorporation Salt Lake City, Utah	$27K	+$11.1K	2	0.01%	Increased
813	AP Atwood & Palmer Kansas City, Missouri	$25K	$0	1	0%	Maintained
814	PCP Proficio Capital Partners Newton, Massachusetts	$25K	-$284	2	0.01%	Reduced
815	DBT Dubuque Bank & Trust Dubuque, Iowa	$24K	$0	1	0%	Maintained
816	SIM Sonora Investment Management Tucson, Arizona	$23.8K	$0	1	0.01%	Maintained
817	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$23K	$0	1	0%	Maintained
818	Geneos Wealth Management Englewood, Colorado	$22K	+$12.2K	2	0%	Increased
819	AA AlphaMark Advisors Ft. Wright, Kentucky	$21K	$0	1	0.01%	Maintained
820	CFA Camarda Financial Advisors Fleming Island, Florida	$21K	-$44.8K	1	0.01%	Reduced
821	IPC Independent Portfolio Consultants Boca Raton, Florida	$21K	$0	1	0.01%	Maintained
822	RFA Reilly Financial Advisors La Mesa, California	$21K	+$7.96K	1	0%	Increased
823	RWM Raffa Wealth Management Washington, District of Columbia	$20.4K	$0	3	0.01%	Maintained
824	CYG Clean Yield Group Norwich, Vermont	$20K	+$22.1K	1	0.01%	New
825	First Horizon Advisors Memphis, Tennessee	$20K	-$2.81K	1	0%	Reduced