← 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	ST Sabal Trust St. Petersburg, Florida	$224K	+$221K	1	0.02%	New
1027	CWM Chesapeake Wealth Management Williamsburg, Virginia	$223K	+$208K	1	0.1%	New
1028	PT Plimoth Trust Plymouth, Massachusetts	$223K	+$220K	1	0.08%	New
1029	HCM HMS Capital Management Nashville, Tennessee	$221K	+$206K	1	0.15%	New
1030	HCM Hengehold Capital Management Cincinnati, Ohio	$220K	-$7.58K	1	0.06%	Reduced
1031	BAM Barrett Asset Management New York	$218K	-$23.1K	2	0.02%	Reduced
1032	PAM Paradigm Asset Management New York	$215K	$0	1	0.06%	Maintained
1033	MCM Maryland Capital Management Towson, Maryland	$215K	+$212K	1	0.03%	New
1034	JFA JNBA Financial Advisors Bloomington, Minnesota	$213K	$0	1	0.05%	Maintained
1035	RPC Rossmore Private Capital Glastonbury, Connecticut	$213K	+$21.8K	1	0.22%	Increased
1036	HM Payson & Co Portland, Maine	$212K	+$210K	1	0.01%	New
1037	HFP Holistic Financial Partners Indianapolis, Indiana	$212K	-$2.31K	2	0.18%	Reduced
1038	SS Sunbelt Securities Houston, Texas	$212K	+$209K	1	0.19%	New
1039	CPH C Partners Holding Zurich, Switzerland	$210K	-$66.7K	1	0.09%	Reduced
1040	HA Harfst & Associates Sheridan, Wyoming	$208K	+$206K	1	0.08%	New
1041	MFW Meristem Family Wealth Minnetonka, Minnesota	$208K	+$205K	1	0.07%	New
1042	AAM American Asset Management Boca Raton, Florida	$207K	+$204K	1	0.18%	New
1043	SIM SSI Investment Management Los Angeles, California	$206K	+$205K	1	0.02%	New
1044	SLT St Louis Trust Saint Louis, Missouri	$206K	+$203K	1	0.07%	New
1045	SA Strategic Advisors New York	$203K	+$201K	1	0.08%	New
1046	Coldstream Capital Management Bellevue, Washington	$200K	+$198K	1	0.02%	New
1047	RBC Roble Belko & Company Sewickley, Pennsylvania	$199K	+$25.5K	2	0.08%	Increased
1048	Sumitomo Mitsui Financial Group Tokyo, Japan	$195K	-$10.1K	1	0.02%	Reduced
1049	FRA Front Row Advisors Tiburon, California	$192K	$0	1	0.13%	Maintained
1050	OIA Optimum Investment Advisors Chicago, Illinois	$192K	-$115K	1	0.06%	Reduced