← 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	ATC Adirondack Trust Company Saratoga Springs, New York	$19K	+$16K	1	0.01%	Increased
827	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$19K	$0	1	0.01%	Maintained
828	MCM Manchester Capital Management Manchester, Vermont	$18K	$0	1	0%	Maintained
829	RI Redwood Investments Boston, Massachusetts	$18K	-$3.94M	1	0%	Reduced
830	LWM LBA Wealth Management Jacksonville, Florida	$17K	-$7.8K	1	0.01%	Reduced
831	TFO Tarbox Family Office Newport Beach, California	$17K	+$759	2	0.01%	Increased
832	ANBT American National Bank & Trust Wichita Falls, Texas	$15K	$0	1	0.01%	Maintained
833	WOC West Oak Capital Westlake Village, California	$14.3K	+$15.6K	1	0.01%	New
834	ADL Asset Dedication LLC San Francisco, California	$14K	-$2.42K	1	0.01%	Reduced
835	FPFS First Personal Financial Services Charlotte, North Carolina	$14K	-$8.42K	1	0%	Reduced
836	LYV Live Your Vision West Conshohocken, Pennsylvania	$14K	+$15.6K	1	0.01%	New
837	MUFG Americas New York	$14K	-$18.1K	1	0%	Reduced
838	Smithfield Trust Pittsburgh, Pennsylvania	$14K	$0	1	0%	Maintained
839	VNA Valley National Advisers Bethlehem, Pennsylvania	$14K	$0	1	0.01%	Maintained
840	WRM Westport Resources Management Westport, Connecticut	$14K	-$54.6K	1	0.01%	Reduced
841	WA Winfield Associates Cleveland, Ohio	$14K	-$3.12K	2	0.01%	Reduced
842	IP Isthmus Partners Madison, Wisconsin	$13K	$0	1	0%	Maintained
843	VCM Versant Capital Management Phoenix, Arizona	$13K	+$1.11K	2	0.01%	Increased
844	AC Alexandria Capital Arlington, Virginia	$12K	-$2.13K	2	0%	Reduced
845	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$12K	$0	1	0.01%	Maintained
846	CHP Cable Hill Partners Portland, Oregon	$11K	$0	1	0.01%	Maintained
847	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$11K	+$11.7K	1	0.01%	New
848	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$10K	$0	1	0.01%	Maintained
849	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$10K	-$78	1	0.01%	Reduced
850	RIM Ranger Investment Management Dallas, Texas	$10K	$0	1	0%	Maintained