← 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
826	CHP Cable Hill Partners Portland, Oregon	$12K	$0	1	0.01%	Maintained
827	Geneos Wealth Management Englewood, Colorado	$12K	+$11.7K	1	0%	New
828	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$11K	-$15.1K	1	0.01%	Reduced
829	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$10K	-$43K	1	0.01%	Reduced
830	PCP Proficio Capital Partners Newton, Massachusetts	$10K	-$1.43K	3	0.01%	Reduced
831	RIM Ranger Investment Management Dallas, Texas	$10K	$0	1	0%	Maintained
832	TSU TD Securities (USA) New York	$10K	+$138	1	0.09%	Increased
833	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8K	$0	1	0%	Maintained
834	PG Patten Group Chattanooga, Tennessee	$7.38K	$0	1	0%	Maintained
835	WA WealthTrust-Arizona Scottsdale, Arizona	$7K	-$11.4K	1	0%	Reduced
836	Klingman & Associates New York	$6K	$0	1	0%	Maintained
837	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$5K	$0	1	0%	Maintained
838	MCM MV Capital Management Bethesda, Maryland	$5K	$0	1	0%	Maintained
839	TDC Thompson Davis & Co Richmond, Virginia	$5K	-$69.7K	1	0.01%	Reduced
840	WC Whitnell & Co Oak Brook, Illinois	$5K	+$2.63K	1	0%	Increased
841	ATC Adirondack Trust Company Saratoga Springs, New York	$4K	$0	1	0%	Maintained
842	AIM Advantage Investment Management Cedar Rapids, Iowa	$4K	+$3.44K	1	0%	New
843	FQ First Quadrant Glendale, California	$4K	-$2.13K	1	0%	Reduced
844	LJHT Laurie J. Hall Trustee	$4K	$0	1	0%	Maintained
845	VIA Vantage Investment Advisors State College, Pennsylvania	$4K	+$3.44K	1	0%	New
846	DLHL Donald L. Hagan LLC Sarasota, Florida	$3K	+$3.1K	1	0%	New
847	M MOTCO San Antonio, Texas	$3K	$0	1	0%	Maintained
848	OC Oakworth Capital Birmingham, Alabama	$2K	$0	1	0%	Maintained
849	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$2K	+$3.86K	1	0%	Increased
850	SLF Sun Life Financial Toronto, Ontario, Canada	$1.52K	-$517K	1	0%	Reduced