← 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
976	Simon Quick Advisors Morristown, New Jersey	$13K	+$12.8K	1	0%	New
977	TG TLP Group Evanston, Illinois	$13K	+$12.4K	1	0.01%	New
978	Harding Loevner Bridgewater, New Jersey	$12K	$0	1	0%	Maintained
979	RIM Ranger Investment Management Dallas, Texas	$12K	$0	1	0%	Maintained
980	OFW Omnia Family Wealth Aventura, Florida	$11K	-$3.23K	2	0.01%	Reduced
981	AIM Arcadia Investment Management Kalamazoo, Michigan	$10K	$0	1	0%	Maintained
982	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$10K	$0	1	0.01%	Maintained
983	AIM Advantage Investment Management Cedar Rapids, Iowa	$9K	-$46K	1	0%	Reduced
984	CAL Capital Advisors Ltd Shaker Heights, Ohio	$9K	+$9.2K	1	0%	New
985	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$9K	$0	1	0%	Maintained
986	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$9K	$0	1	0.01%	Maintained
987	NSB Norway Savings Bank Portland, Maine	$9K	$0	1	0.01%	Maintained
988	PG Patten Group Chattanooga, Tennessee	$9K	$0	1	0%	Maintained
989	BWM Baystate Wealth Management Boston, Massachusetts	$8K	$0	1	0%	Maintained
990	M MOTCO San Antonio, Texas	$8K	$0	1	0%	Maintained
991	MUFG Americas New York	$8K	-$10.9K	1	0%	Reduced
992	ADL Asset Dedication LLC San Francisco, California	$7K	$0	1	0%	Maintained
993	CJA C-J Advisory San Jose, California	$7K	-$2.76K	1	0.01%	Reduced
994	MassMutual Private Wealth & Trust Windsor, Connecticut	$6.35K	$0	1	0%	Maintained
995	ABFS Appropriate Balance Financial Services Bellevue, Washington	$6.02K	+$4.51K	1	0.3%	Increased
996	CCM Cribstone Capital Management Augusta, Maine	$6K	$0	1	0%	Maintained
997	MCM MV Capital Management Bethesda, Maryland	$6K	$0	1	0%	Maintained
998	PK Pflug Koory Omaha, Nebraska	$6K	$0	1	0%	Maintained
999	Thompson Siegel & Walmsley Richmond, Virginia	$5K	$0	1	0%	Maintained
1000	VIA Vantage Investment Advisors State College, Pennsylvania	$5K	$0	1	0%	Maintained