← 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
851	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8K	$0	1	0%	Maintained
852	PG Patten Group Chattanooga, Tennessee	$7.06K	$0	1	0%	Maintained
853	Bartlett & Co Cincinnati, Ohio	$7K	-$702	1	0%	Reduced
854	CJA C-J Advisory San Jose, California	$7K	+$7.8K	1	0.01%	New
855	CCM Cribstone Capital Management Augusta, Maine	$7K	$0	1	0%	Maintained
856	TDC Thompson Davis & Co Richmond, Virginia	$7K	-$9.13K	1	0.01%	Reduced
857	WA WealthTrust-Arizona Scottsdale, Arizona	$7K	$0	1	0%	Maintained
858	Klingman & Associates New York	$6K	$0	1	0%	Maintained
859	AIM Advantage Investment Management Cedar Rapids, Iowa	$4K	$0	1	0%	Maintained
860	HCM Herndon Capital Management Atlanta, Georgia	$4K	$0	1	0%	Maintained
861	MCM MV Capital Management Bethesda, Maryland	$4K	$0	1	0%	Maintained
862	VIA Vantage Investment Advisors State College, Pennsylvania	$4K	+$780	1	0%	Increased
863	Avior Wealth Management Omaha, Nebraska	$3K	+$3.28K	1	0%	New
864	GWS Glassman Wealth Services Vienna, Virginia	$3K	+$3.82K	1	0%	New
865	TCM Tradewinds Capital Management Bellingham, Washington	$3K	$0	1	0%	Maintained
866	OC Oakworth Capital Birmingham, Alabama	$2K	$0	1	0%	Maintained
867	WC Whitnell & Co Oak Brook, Illinois	$2K	-$2.58K	1	0%	Reduced
868	PCA Peddock Capital Advisors Braintree, Massachusetts	$1K	+$1.56K	1	0%	New
869	Acadian Asset Management Boston, Massachusetts	$0	-$268K	0	–	Closed
870	AL Airain Ltd St. Peter Port, Guernsey	$0	-$17.4M	0	–	Closed
871	ALPS Advisors Denver, Colorado	$0	-$411K	0	–	Closed
872	AAM AO Asset Management New York	$0	-$27M	0	–	Closed
873	AT Arden Trust Wilmington, Delaware	$0	-$1.33M	0	–	Closed
874	Baker Avenue Asset Management San Francisco, California	$0	-$757K	0	–	Closed
875	Ballentine Partners Waltham, Massachusetts	$0	-$561K	0	–	Closed