← 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	CB Community Bank Dewitt, New York	$28K	-$1.6K	1	0.01%	Reduced
877	SIM Sonora Investment Management Tucson, Arizona	$27.6K	$0	1	0.01%	Maintained
878	ATC Adirondack Trust Company Saratoga Springs, New York	$27K	+$4.79K	1	0.02%	Increased
879	ACS Archford Capital Strategies Swansea, Illinois	$27K	-$28.6K	1	0.01%	Reduced
880	Brinker Capital Investments Berwyn, Pennsylvania	$27K	+$27K	1	0%	New
881	PCTC Perkins Coie Trust Company Seattle, Washington	$26K	$0	1	0.02%	Maintained
882	RFA Reilly Financial Advisors La Mesa, California	$26K	+$2K	1	0%	Increased
883	AA AlphaMark Advisors Ft. Wright, Kentucky	$25K	$0	1	0.01%	Maintained
884	WAM Watermark Asset Management San Ramon, California	$24K	+$22.8K	1	0.01%	New
885	WA Winfield Associates Cleveland, Ohio	$24K	+$14K	2	0.01%	Increased
886	Farmers & Merchants Investments Inc Lincoln, Nebraska	$22K	+$12.5K	2	0%	Increased
887	BIG Bellwether Investment Group Chattanooga, Tennessee	$21K	-$10.9K	2	0.06%	Reduced
888	Carson Wealth (CWM LLC) Omaha, Nebraska	$21K	-$37K	1	0%	Reduced
889	MCM Manchester Capital Management Manchester, Vermont	$21K	$0	1	0%	Maintained
890	QAM QCI Asset Management Pittsford, New York	$21K	+$20.4K	2	0%	New
891	RWM Raffa Wealth Management Washington, District of Columbia	$20.6K	-$2.7K	1	0.01%	Reduced
892	WP WealthPLAN Partners Omaha, Nebraska	$19.1K	+$17.9K	1	0.07%	New
893	ANBT American National Bank & Trust Wichita Falls, Texas	$18K	-$2.92K	1	0.01%	Reduced
894	TFO Tarbox Family Office Newport Beach, California	$18K	+$1.12K	2	0.01%	Increased
895	MUFG Americas New York	$17K	$0	1	0%	Maintained
896	NSIM North Star Investment Management Chicago, Illinois	$17K	+$17.4K	1	0%	New
897	VNA Valley National Advisers Bethlehem, Pennsylvania	$17K	$0	1	0.01%	Maintained
898	FMA FNY Managed Accounts New York	$16K	+$16.7K	2	0.05%	New
899	FCMT Founders Capital Management (Texas) Houston, Texas	$16K	+$16K	1	0.01%	New
900	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$16K	$0	1	0%	Maintained