← 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	DPA Delphi Private Advisors San Diego, California	$30K	$0	1	0.05%	Maintained
827	JIC Joel Isaacson & Co New York	$29K	$0	1	0.01%	Maintained
828	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$28K	$0	1	0.02%	Maintained
829	FAN Financial Advisors Network Tustin, California	$27.4K	+$25.4K	1	0.02%	New
830	Balentine LLC Atlanta, Georgia	$27K	-$4.81K	2	0%	Reduced
831	BIG Bellwether Investment Group Chattanooga, Tennessee	$27K	+$29K	2	0.02%	New
832	DSC Duncker Streett & Co St. Louis, Missouri	$27K	$0	1	0.01%	Maintained
833	EARNEST Partners Atlanta, Georgia	$27K	+$28.3K	3	0%	New
834	SBL Sargent Bickham Lagudis Boulder, Colorado	$27K	$0	1	0%	Maintained
835	Smithfield Trust Pittsburgh, Pennsylvania	$27K	+$13.8K	1	0%	Increased
836	BTIS BB&T Investment Services Charlotte, North Carolina	$26K	+$26.5K	3	0.02%	New
837	CB Community Bank Dewitt, New York	$25K	-$3.99K	1	0.01%	Reduced
838	AP Atwood & Palmer Kansas City, Missouri	$24K	$0	1	0%	Maintained
839	PCP Proficio Capital Partners Newton, Massachusetts	$24K	-$403	2	0.01%	Reduced
840	CFA Camarda Financial Advisors Fleming Island, Florida	$23K	+$2.18K	1	0.02%	Increased
841	DBT Dubuque Bank & Trust Dubuque, Iowa	$23K	$0	1	0%	Maintained
842	SIM Sonora Investment Management Tucson, Arizona	$22.9K	$0	1	0%	Maintained
843	PCTC Perkins Coie Trust Company Seattle, Washington	$22K	+$23.2K	1	0.01%	New
844	AA AlphaMark Advisors Ft. Wright, Kentucky	$21K	$0	1	0.01%	Maintained
845	First Horizon Advisors Memphis, Tennessee	$20K	$0	1	0%	Maintained
846	RFA Reilly Financial Advisors La Mesa, California	$20K	$0	1	0%	Maintained
847	RWM Raffa Wealth Management Washington, District of Columbia	$19.6K	$0	3	0.01%	Maintained
848	Empirical Finance Havertown, Pennsylvania	$19K	+$19.5K	1	0.01%	New
849	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$19K	-$381	1	0.01%	Reduced
850	ATC Adirondack Trust Company Saratoga Springs, New York	$18K	$0	1	0.01%	Maintained