← 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
1026	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$56K	-$5.19K	2	0.01%	Reduced
1027	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$54.9K	$0	1	0.05%	Maintained
1028	VCM Vigilant Capital Management Portland, Maine	$54K	$0	2	0.01%	Maintained
1029	GSC G&S Capital Denver, Colorado	$51K	+$51K	1	0.04%	New
1030	HRC Hoertkorn Richard Charles	$51K	$0	1	0.03%	Maintained
1031	PCM Poehling Capital Management Madison, Wisconsin	$51K	+$51K	1	0.04%	New
1032	WA Winfield Associates Cleveland, Ohio	$51K	-$1.34K	2	0.03%	Reduced
1033	TI Turner Investments Berwyn, Pennsylvania	$50K	-$401K	1	3.91%	Reduced
1034	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$46K	$0	1	0.02%	Maintained
1035	Pathstone Family Office Englewood, New Jersey	$44K	+$18.4K	1	0.02%	Increased
1036	RE RBC Europe London, United Kingdom	$42.7K	+$10.2K	1	0.01%	Increased
1037	WAM Watermark Asset Management San Ramon, California	$42K	+$713	1	0.02%	Increased
1038	DSC Duncker Streett & Co St. Louis, Missouri	$41K	+$40.8K	1	0.01%	New
1039	EARNEST Partners Atlanta, Georgia	$41K	+$40.3K	3	0%	New
1040	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$41K	$0	1	0.02%	Maintained
1041	AP Atwood & Palmer Kansas City, Missouri	$40K	$0	1	0.01%	Maintained
1042	Brinker Capital Investments Berwyn, Pennsylvania	$40K	$0	1	0%	Maintained
1043	MassMutual Private Wealth & Trust Windsor, Connecticut	$39.5K	+$31.1K	2	0%	Increased
1044	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$39.4K	$0	1	0.03%	Maintained
1045	CA Centerpoint Advisors Needham, Massachusetts	$39K	+$37.3K	1	0.03%	New
1046	MIC MU Investments Company Tokyo, Japan	$39K	-$20.4K	1	0.03%	Reduced
1047	HI Hudock Inc Williamsport, Pennsylvania	$38K	$0	1	0.02%	Maintained
1048	GF Goodman Financial Houston, Texas	$37K	+$36.5K	1	0.02%	New
1049	CHP Cable Hill Partners Portland, Oregon	$36K	$0	2	0.02%	Maintained
1050	Chicago Partners Investment Group Chicago, Illinois	$36K	+$10.7K	1	0.01%	Increased