← 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	DBT Dubuque Bank & Trust Dubuque, Iowa	$134K	+$103K	1	0.03%	Increased
827	TG TLP Group Evanston, Illinois	$131K	+$131K	1	0.09%	New
828	WIM Westside Investment Management Santa Monica, California	$128K	-$93.5K	1	0.06%	Reduced
829	MRCM M&R Capital Management Summit, New Jersey	$127K	+$16K	1	0.03%	Increased
830	CPP Crow Point Partners Boston, Massachusetts	$106K	-$223K	1	0.02%	Reduced
831	IHT Wealth Management Chicago, Illinois	$104K	+$11.2K	3	0.07%	Increased
832	LNB Ledyard National Bank	$94K	-$4.19K	2	0.01%	Reduced
833	Capital Analysts LLC Fort Washington, Pennsylvania	$91.6K	+$12.9K	1	0.01%	Increased
834	TCI Wealth Advisors Tucson, Arizona	$89K	-$4.15K	2	0.05%	Reduced
835	AW Alpha Windward Westwood, Massachusetts	$87K	$0	1	0.06%	Maintained
836	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$85K	$0	1	0.03%	Maintained
837	PCP Proficio Capital Partners Newton, Massachusetts	$84K	+$45.2K	3	0.04%	Increased
838	Quadrant Capital Group Cincinnati, Ohio	$84K	-$18.1K	3	0.04%	Reduced
839	WA WFG Advisors Dallas, Texas	$84K	-$93.5K	3	0.02%	Reduced
840	MIC MU Investments Company Tokyo, Japan	$83K	-$13.6K	1	0.06%	Reduced
841	First Manhattan New York	$82K	$0	1	0%	Maintained
842	WTB Washington Trust Bank Spokane, Washington	$82K	+$18.1K	1	0.02%	Increased
843	PMFA Plante Moran Financial Advisors Southfield, Michigan	$79K	+$11.7K	2	0.05%	Increased
844	EA Edge Advisors Atlanta, Georgia	$78K	+$24K	1	0.01%	Increased
845	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$75K	+$5.35K	2	0.03%	Increased
846	People's United Financial Bridgeport, Connecticut	$75K	-$24K	1	0%	Reduced
847	CPA Clear Perspective Advisors Aurora, Illinois	$70K	$0	1	0.05%	Maintained
848	AIL AGF Investments LLC Toronto, Ontario, Canada	$69K	+$68.4K	2	0.02%	New
849	First Horizon Advisors Memphis, Tennessee	$69K	+$43.4K	1	0.01%	Increased
850	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$69K	+$67.1K	3	0.01%	New