← 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	MCM Manchester Capital Management Manchester, Vermont	$18K	$0	1	0%	Maintained
852	ANBT American National Bank & Trust Wichita Falls, Texas	$17K	+$3.11K	2	0.01%	Increased
853	Chicago Partners Investment Group Chicago, Illinois	$14K	+$14.5K	1	0.01%	New
854	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$14K	-$8.63K	1	0%	Reduced
855	LYV Live Your Vision West Conshohocken, Pennsylvania	$14K	$0	1	0.01%	Maintained
856	MUFG Americas New York	$14K	$0	1	0%	Maintained
857	TFO Tarbox Family Office Newport Beach, California	$14K	-$2.18K	2	0.01%	Reduced
858	TDC Thompson Davis & Co Richmond, Virginia	$14K	+$7.18K	1	0.02%	Increased
859	VNA Valley National Advisers Bethlehem, Pennsylvania	$14K	+$73	1	0.01%	Increased
860	ZB Zions Bancorporation Salt Lake City, Utah	$14K	-$11.8K	2	0%	Reduced
861	WOC West Oak Capital Westlake Village, California	$13.7K	$0	1	0.01%	Maintained
862	AC Alexandria Capital Arlington, Virginia	$13K	+$1.33K	2	0%	Increased
863	IP Isthmus Partners Madison, Wisconsin	$12K	$0	1	0%	Maintained
864	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$12K	$0	1	0.01%	Maintained
865	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$12K	+$2.1K	1	0.01%	Increased
866	OFW Omnia Family Wealth Aventura, Florida	$12K	+$13.6K	2	0.01%	New
867	CHP Cable Hill Partners Portland, Oregon	$11K	$0	1	0.01%	Maintained
868	IWA IBEX Wealth Advisors Bedminster, New Jersey	$11K	+$10.2K	1	0.01%	New
869	VCM Versant Capital Management Phoenix, Arizona	$11K	-$1.6K	2	0.01%	Reduced
870	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$10.3K	$0	1	0%	Maintained
871	AIM Advantage Investment Management Cedar Rapids, Iowa	$10K	+$7.26K	1	0%	Increased
872	Geneos Wealth Management Englewood, Colorado	$10K	-$12.3K	2	0%	Reduced
873	PA Perennial Advisors New York	$10K	+$10.2K	1	0.01%	New
874	RIM Ranger Investment Management Dallas, Texas	$10K	$0	1	0%	Maintained
875	WA WealthTrust-Arizona Scottsdale, Arizona	$10K	+$3.99K	1	0.01%	Increased