← 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	Valeo Financial Advisors Carmel, Indiana	$50K	+$48.9K	1	0.01%	New
927	VCM Vigilant Capital Management Portland, Maine	$48K	$0	2	0.01%	Maintained
928	HRC Hoertkorn Richard Charles	$47K	$0	1	0.03%	Maintained
929	WA Winfield Associates Cleveland, Ohio	$46K	-$3.54K	2	0.02%	Reduced
930	GEA Glen Eagle Advisors Kingston, New Jersey	$46K	+$1.1K	1	0.04%	Increased
931	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$42K	$0	1	0.01%	Maintained
932	WAM Watermark Asset Management San Ramon, California	$38K	+$10.1K	1	0.02%	Increased
933	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$37K	$0	1	0.02%	Maintained
934	AP Atwood & Palmer Kansas City, Missouri	$36K	$0	1	0.01%	Maintained
935	Brinker Capital Investments Berwyn, Pennsylvania	$36K	$0	1	0%	Maintained
936	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$36K	+$35.4K	1	0.03%	New
937	HI Hudock Inc Williamsport, Pennsylvania	$35K	$0	1	0.02%	Maintained
938	JCM Jacobi Capital Management Pittston, Pennsylvania	$35K	+$7.36K	1	0.01%	Increased
939	NC NewSquare Capital Newtown Square, Pennsylvania	$33K	+$32.2K	1	0.01%	New
940	CHP Cable Hill Partners Portland, Oregon	$32K	+$16.7K	2	0.01%	Increased
941	WPA West Paces Advisors Atlanta, Georgia	$31.9K	-$204K	1	0.02%	Reduced
942	SIM Sonora Investment Management Tucson, Arizona	$31.2K	-$31.7K	1	0.01%	Reduced
943	PCTC Perkins Coie Trust Company Seattle, Washington	$30K	$0	1	0.02%	Maintained
944	RFA Reilly Financial Advisors La Mesa, California	$30K	$0	1	0%	Maintained
945	RE RBC Europe London, United Kingdom	$29.7K	+$29.3K	1	0%	New
946	CPP Crow Point Partners Boston, Massachusetts	$29K	-$119K	1	0%	Reduced
947	AA AlphaMark Advisors Ft. Wright, Kentucky	$28K	$0	1	0.01%	Maintained
948	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$25K	-$276	2	0.02%	Reduced
949	MCM Manchester Capital Management Manchester, Vermont	$24K	$0	1	0%	Maintained
950	NSIM North Star Investment Management Chicago, Illinois	$24K	$0	1	0%	Maintained