← 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
1001	WA WealthTrust-Arizona Scottsdale, Arizona	$5K	-$4.6K	1	0%	Reduced
1002	LJHT Laurie J. Hall Trustee	$4.67K	$0	1	0%	Maintained
1003	Global Retirement Partners San Rafael, California	$4K	$0	1	0%	Maintained
1004	RBC Roble Belko & Company Sewickley, Pennsylvania	$4K	$0	2	0%	Maintained
1005	AIM Anchor Investment Management Columbia, South Carolina	$3.92K	$0	1	0%	Maintained
1006	MFW Mosaic Family Wealth St. Louis, Missouri	$2K	-$32.8K	1	0%	Reduced
1007	OC Oakworth Capital Birmingham, Alabama	$2K	$0	1	0%	Maintained
1008	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1009	TCM Tradewinds Capital Management Bellingham, Washington	$1K	-$9.2K	1	0%	Reduced
1010	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$3K	0	–	Closed
1011	Achmea Investment Management Zeist, Netherlands	$0	-$380K	0	–	Closed
1012	AIM Acrospire Investment Management Chicago, Illinois	$0	-$202K	0	–	Closed
1013	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$1.58M	0	–	Closed
1014	Allstate Corporation Northbrook, Illinois	$0	-$1.73M	0	–	Closed
1015	ALPS Advisors Denver, Colorado	$0	-$560K	0	–	Closed
1016	BHB Bank Hapoalim BM Tel Aviv, Israel	$0	-$377K	0	–	Closed
1017	BWM Biltmore Wealth Management Tempe, Arizona	$0	-$201K	0	–	Closed
1018	Boothbay Fund Management New York	$0	-$865K	0	–	Closed
1019	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$1.25M	0	–	Closed
1020	CCM Conatus Capital Management Greenwich, Connecticut	$0	-$47.2M	0	–	Closed
1021	CIM Contravisory Investment Management Norwell, Massachusetts	$0	+$460	1	0%	New
1022	DCM Dupont Capital Management Wilmington, Delaware	$0	-$371K	0	–	Closed
1023	Fiduciary Trust Boston, Massachusetts	$0	-$187K	0	–	Closed
1024	GC Gilbert & Cook West Des Moines, Iowa	$0	-$251K	0	–	Closed
1025	HA Harfst & Associates Sheridan, Wyoming	$0	-$164K	0	–	Closed