← 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
926	PG Patten Group Chattanooga, Tennessee	$8K	$0	1	0%	Maintained
927	ZB Zions Bancorporation Salt Lake City, Utah	$8K	-$8.76K	2	0%	Reduced
928	BWM Baystate Wealth Management Boston, Massachusetts	$7K	+$3.19K	1	0%	Increased
929	M MOTCO San Antonio, Texas	$7K	+$6.87K	1	0%	New
930	ADL Asset Dedication LLC San Francisco, California	$6K	-$3.19K	1	0%	Reduced
931	ABFS Appropriate Balance Financial Services Bellevue, Washington	$5.82K	-$465K	1	0.29%	Reduced
932	CCM Cribstone Capital Management Augusta, Maine	$5K	$0	1	0%	Maintained
933	Global Retirement Partners San Rafael, California	$5K	+$5.11K	1	0%	New
934	MCM MV Capital Management Bethesda, Maryland	$5K	$0	1	0%	Maintained
935	PK Pflug Koory Omaha, Nebraska	$5K	$0	1	0%	Maintained
936	Thompson Siegel & Walmsley Richmond, Virginia	$5K	-$36.3K	1	0%	Reduced
937	LJHT Laurie J. Hall Trustee	$4.27K	$0	1	0%	Maintained
938	PCA Peddock Capital Advisors Braintree, Massachusetts	$4K	+$2K	1	0%	Increased
939	RBC Roble Belko & Company Sewickley, Pennsylvania	$4K	$0	2	0%	Maintained
940	VIA Vantage Investment Advisors State College, Pennsylvania	$4K	-$799	1	0%	Reduced
941	AIM Anchor Investment Management Columbia, South Carolina	$3.46K	+$3.35K	1	0%	New
942	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$3K	$0	1	0%	Maintained
943	OC Oakworth Capital Birmingham, Alabama	$2K	$0	1	0%	Maintained
944	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2K	$0	1	0%	Maintained
945	ED Exane Derivatives Paris, France	$1.14K	-$81.8K	1	0%	Reduced
946	GC Globeflex Capital San Diego, California	$1K	$0	1	0%	Maintained
947	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
948	Simon Quick Advisors Morristown, New Jersey	$1K	-$77.3K	1	0%	Reduced
949	TCM Tradewinds Capital Management Bellingham, Washington	$1K	$0	1	0%	Maintained
950	SLF Sun Life Financial Toronto, Ontario, Canada	$354	+$2.32K	1	0%	New