← 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
901	AP Atwood & Palmer Kansas City, Missouri	$34K	+$3.48K	1	0.01%	Increased
902	Smithfield Trust Pittsburgh, Pennsylvania	$34K	$0	1	0.01%	Maintained
903	Brinker Capital Investments Berwyn, Pennsylvania	$33K	$0	1	0%	Maintained
904	HI Hudock Inc Williamsport, Pennsylvania	$32K	+$33K	1	0.02%	New
905	Krilogy Financial St. Louis, Missouri	$32K	-$168K	1	0.01%	Reduced
906	CB Community Bank Dewitt, New York	$30K	$0	1	0%	Maintained
907	PCTC Perkins Coie Trust Company Seattle, Washington	$28K	$0	1	0.02%	Maintained
908	RFA Reilly Financial Advisors La Mesa, California	$28K	$0	1	0%	Maintained
909	Carson Wealth (CWM LLC) Omaha, Nebraska	$27K	+$5.66K	2	0%	Increased
910	AA AlphaMark Advisors Ft. Wright, Kentucky	$26K	$0	1	0.01%	Maintained
911	WAM Watermark Asset Management San Ramon, California	$26K	+$1.13K	1	0.01%	Increased
912	JCM Jacobi Capital Management Pittston, Pennsylvania	$25K	+$24.4K	1	0.01%	New
913	GWS Glassman Wealth Services Vienna, Virginia	$24K	+$11.8K	1	0.02%	Increased
914	Chicago Partners Investment Group Chicago, Illinois	$23K	+$26.6K	1	0.01%	New
915	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$23K	+$20.3K	2	0.02%	Increased
916	MCM Manchester Capital Management Manchester, Vermont	$22K	$0	1	0%	Maintained
917	RWM Raffa Wealth Management Washington, District of Columbia	$21.6K	$0	1	0.01%	Maintained
918	NSIM North Star Investment Management Chicago, Illinois	$21K	$0	1	0%	Maintained
919	ATC Adirondack Trust Company Saratoga Springs, New York	$20K	-$8.27K	1	0.02%	Reduced
920	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$20K	-$17.3K	2	0.01%	Reduced
921	ANBT American National Bank & Trust Wichita Falls, Texas	$19K	$0	1	0.01%	Maintained
922	Loomis, Sayles & Company Boston, Massachusetts	$19K	+$17.9K	1	0%	New
923	TFO Tarbox Family Office Newport Beach, California	$19K	$0	2	0.01%	Maintained
924	MUFG Americas New York	$18K	$0	1	0%	Maintained
925	AC Alexandria Capital Arlington, Virginia	$17K	$0	2	0%	Maintained