← 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
876	Arax Advisory Partners Denver, Colorado	$8K	+$7.55K	2	0%	New
877	ADL Asset Dedication LLC San Francisco, California	$8K	-$5.44K	1	0%	Reduced
878	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8K	$0	1	0%	Maintained
879	PG Patten Group Chattanooga, Tennessee	$8K	$0	1	0%	Maintained
880	WA Winfield Associates Cleveland, Ohio	$8K	-$4.35K	2	0%	Reduced
881	CJA C-J Advisory San Jose, California	$7K	$0	1	0.01%	Maintained
882	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$7K	-$76.2K	1	0%	Reduced
883	MUS Mitsubishi UFJ Securities Tokyo, Japan	$7K	-$74.7K	1	0.04%	Reduced
884	NSB Norway Savings Bank Portland, Maine	$7K	+$7.26K	1	0.01%	New
885	Ancora Advisors Cleveland, Ohio	$5K	+$4.86K	1	0%	New
886	CCM Cribstone Capital Management Augusta, Maine	$5K	-$2.47K	1	0%	Reduced
887	WC Whitnell & Co Oak Brook, Illinois	$5K	+$2.96K	1	0%	Increased
888	MassMutual Private Wealth & Trust Windsor, Connecticut	$4.66K	+$4.93K	1	0%	New
889	LWMT Legacy Wealth Management (Tennessee) Memphis, Tennessee	$4.24K	+$4.6K	1	0%	New
890	LJHT Laurie J. Hall Trustee	$4K	+$3.63K	1	0%	New
891	MCM MV Capital Management Bethesda, Maryland	$4K	$0	1	0%	Maintained
892	PK Pflug Koory Omaha, Nebraska	$4K	+$4.35K	1	0%	New
893	VIA Vantage Investment Advisors State College, Pennsylvania	$4K	$0	1	0%	Maintained
894	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$3K	+$2.9K	1	0%	New
895	Avior Wealth Management Omaha, Nebraska	$3K	$0	1	0%	Maintained
896	BWM Baystate Wealth Management Boston, Massachusetts	$3K	+$3.19K	1	0%	New
897	FFW Fusion Family Wealth Woodbury, New York	$3K	+$3.85K	1	0%	New
898	GWS Glassman Wealth Services Vienna, Virginia	$3K	$0	1	0%	Maintained
899	RBC Roble Belko & Company Sewickley, Pennsylvania	$3K	+$3.42K	2	0%	New
900	OC Oakworth Capital Birmingham, Alabama	$2K	$0	1	0%	Maintained