← 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	ADL Asset Dedication LLC San Francisco, California	$18K	-$157	1	0.01%	Reduced
827	TFO Tarbox Family Office Newport Beach, California	$18K	+$679	2	0.01%	Increased
828	WA Winfield Associates Cleveland, Ohio	$18K	-$3.23K	2	0.01%	Reduced
829	ZB Zions Bancorporation Salt Lake City, Utah	$18K	-$12.3K	2	0%	Reduced
830	ANBT American National Bank & Trust Wichita Falls, Texas	$17K	+$16.9K	1	0.01%	New
831	BIG Bellwether Investment Group Chattanooga, Tennessee	$17K	+$16.4K	2	0.02%	New
832	TDC Thompson Davis & Co Richmond, Virginia	$17K	+$11.3K	1	0.03%	Increased
833	Nomura Holdings Tokyo, Japan	$16K	-$871K	1	0%	Reduced
834	Smithfield Trust Pittsburgh, Pennsylvania	$16K	$0	1	0%	Maintained
835	VNA Valley National Advisers Bethlehem, Pennsylvania	$16K	$0	1	0.01%	Maintained
836	RFA Reilly Financial Advisors La Mesa, California	$15K	$0	1	0%	Maintained
837	AC Alexandria Capital Arlington, Virginia	$14K	-$46.4K	2	0%	Reduced
838	IP Isthmus Partners Madison, Wisconsin	$14K	$0	1	0%	Maintained
839	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$14K	$0	1	0.01%	Maintained
840	CHP Cable Hill Partners Portland, Oregon	$13K	$0	1	0.01%	Maintained
841	CPA Cowen Prime Advisors New York	$13K	$0	1	0.01%	Maintained
842	Geneos Wealth Management Englewood, Colorado	$13K	$0	1	0%	Maintained
843	VCM Versant Capital Management Phoenix, Arizona	$13K	-$471	2	0.01%	Reduced
844	MassMutual Private Wealth & Trust Windsor, Connecticut	$12.5K	-$6.14K	1	0%	Reduced
845	Citizens Financial Group Providence, Rhode Island	$11K	-$41.4K	1	0%	Reduced
846	FQ First Quadrant Glendale, California	$11K	+$6.94K	2	0%	Increased
847	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$11K	$0	1	0.01%	Maintained
848	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$11K	$0	1	0.01%	Maintained
849	RIM Ranger Investment Management Dallas, Texas	$11K	$0	1	0%	Maintained
850	Bartlett & Co Cincinnati, Ohio	$9K	+$8.55K	1	0%	New