← 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
951	NSB Norway Savings Bank Portland, Maine	$9K	$0	1	0.01%	Maintained
952	PG Patten Group Chattanooga, Tennessee	$9K	$0	1	0%	Maintained
953	PHK Point72 Hong Kong Hong Kong	$9K	-$55.7K	2	0.01%	Reduced
954	WA WealthTrust-Arizona Scottsdale, Arizona	$9K	-$4.35K	1	0%	Reduced
955	BWM Baystate Wealth Management Boston, Massachusetts	$8K	$0	1	0%	Maintained
956	Geneos Wealth Management Englewood, Colorado	$8K	-$2.52K	1	0%	Reduced
957	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$8K	+$8.27K	1	0%	New
958	ADL Asset Dedication LLC San Francisco, California	$7K	$0	1	0%	Maintained
959	M MOTCO San Antonio, Texas	$7K	$0	1	0%	Maintained
960	Brown Brothers Harriman & Co New York	$6K	-$48.8K	1	0%	Reduced
961	MCF Advisors Covington, Kentucky	$6K	+$6.53K	1	0%	New
962	ABFS Appropriate Balance Financial Services Bellevue, Washington	$5.93K	+$2.87K	1	0.3%	Increased
963	MassMutual Private Wealth & Trust Windsor, Connecticut	$5.89K	-$2.62K	1	0%	Reduced
964	CCM Cribstone Capital Management Augusta, Maine	$5K	$0	1	0%	Maintained
965	MCM MV Capital Management Bethesda, Maryland	$5K	$0	1	0%	Maintained
966	PK Pflug Koory Omaha, Nebraska	$5K	$0	1	0%	Maintained
967	Thompson Siegel & Walmsley Richmond, Virginia	$5K	$0	1	0%	Maintained
968	LJHT Laurie J. Hall Trustee	$4.33K	$0	1	0%	Maintained
969	Global Retirement Partners San Rafael, California	$4K	-$958	1	0%	Reduced
970	RBC Roble Belko & Company Sewickley, Pennsylvania	$4K	$0	2	0%	Maintained
971	VIA Vantage Investment Advisors State College, Pennsylvania	$4K	$0	1	0%	Maintained
972	AIM Anchor Investment Management Columbia, South Carolina	$3.64K	$0	1	0%	Maintained
973	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$3K	$0	1	0%	Maintained
974	RFM Royal Fund Management Lady Lake, Florida	$3K	+$2.35K	1	0%	Increased
975	ZB Zions Bancorporation Salt Lake City, Utah	$3K	-$5.75K	1	0%	Reduced