← 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	FPS Fieldpoint Private Securities Greenwich, Connecticut	$17K	+$8.71K	1	0.01%	Increased
927	FCMT Founders Capital Management (Texas) Houston, Texas	$17K	$0	1	0.02%	Maintained
928	LYV Live Your Vision West Conshohocken, Pennsylvania	$17K	$0	1	0.01%	Maintained
929	RAM Riggs Asset Management Dallas, Pennsylvania	$17K	$0	1	0.01%	Maintained
930	VNA Valley National Advisers Bethlehem, Pennsylvania	$17K	$0	1	0.01%	Maintained
931	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$16K	-$3.53K	1	0%	Reduced
932	IP Isthmus Partners Madison, Wisconsin	$15K	$0	1	0%	Maintained
933	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$15K	-$87	1	0.01%	Reduced
934	VCM Versant Capital Management Phoenix, Arizona	$15K	$0	2	0.01%	Maintained
935	Avior Wealth Management Omaha, Nebraska	$14K	-$2.61K	1	0.01%	Reduced
936	OFW Omnia Family Wealth Aventura, Florida	$14K	$0	2	0.01%	Maintained
937	VWA V Wealth Advisors Overland Park, Kansas	$14K	+$13.9K	1	0.01%	New
938	CHP Cable Hill Partners Portland, Oregon	$13K	$0	1	0.01%	Maintained
939	QAM QCI Asset Management Pittsford, New York	$13K	-$8.03K	1	0%	Reduced
940	PA Perennial Advisors New York	$12K	$0	1	0.01%	Maintained
941	FCB First Command Bank Fort Worth, Texas	$11K	$0	1	0.01%	Maintained
942	FCFS First Command Financial Services Fort Worth, Texas	$11K	$0	1	0.01%	Maintained
943	Harding Loevner Bridgewater, New Jersey	$11K	+$11.3K	1	0%	New
944	RIM Ranger Investment Management Dallas, Texas	$11K	$0	1	0%	Maintained
945	TCM Tradewinds Capital Management Bellingham, Washington	$10K	+$8.71K	1	0.01%	Increased
946	AIM Arcadia Investment Management Kalamazoo, Michigan	$9K	$0	1	0%	Maintained
947	CJA C-J Advisory San Jose, California	$9K	$0	1	0.01%	Maintained
948	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$9K	$0	1	0%	Maintained
949	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$9K	-$2.79K	1	0.01%	Reduced
950	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$9K	+$8.71K	1	0.01%	New