← 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
1051	NC NewSquare Capital Newtown Square, Pennsylvania	$36K	$0	1	0.01%	Maintained
1052	CB Community Bank Dewitt, New York	$35K	-$18.9K	1	0%	Reduced
1053	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$35K	+$12.3K	1	0.03%	Increased
1054	WPA West Paces Advisors Atlanta, Georgia	$34.9K	$0	1	0.03%	Maintained
1055	SIM Sonora Investment Management Tucson, Arizona	$34.1K	$0	1	0.01%	Maintained
1056	AI ArchPoint Investors Coral Gables, Florida	$34K	+$34.3K	1	0.01%	New
1057	CPP Crow Point Partners Boston, Massachusetts	$33K	$0	1	0.01%	Maintained
1058	PCTC Perkins Coie Trust Company Seattle, Washington	$33K	$0	1	0.02%	Maintained
1059	AA AlphaMark Advisors Ft. Wright, Kentucky	$31K	$0	1	0.01%	Maintained
1060	TG TLP Group Evanston, Illinois	$31K	+$16.8K	2	0.02%	Increased
1061	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$30K	+$29.4K	1	0.02%	New
1062	PCA Providence Capital Advisors Charlotte, North Carolina	$30K	+$29.6K	1	0.02%	New
1063	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$29K	$0	2	0.02%	Maintained
1064	GFP Gryphon Financial Partners Columbus, Ohio	$27K	+$26.6K	1	0.02%	New
1065	LJHT Laurie J. Hall Trustee	$26K	+$20.4K	1	0.01%	Increased
1066	MCM Manchester Capital Management Manchester, Vermont	$26K	$0	1	0%	Maintained
1067	NSIM North Star Investment Management Chicago, Illinois	$26K	$0	1	0%	Maintained
1068	TFO Tarbox Family Office Newport Beach, California	$26K	$0	2	0.01%	Maintained
1069	RWM Raffa Wealth Management Washington, District of Columbia	$25.6K	$0	1	0.01%	Maintained
1070	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$25K	+$1.12K	2	0.01%	Increased
1071	Penserra Capital Management Orinda, California	$24K	+$23.5K	1	0%	New
1072	SNT Security National Trust Wheeling, West Virginia	$23K	+$22.9K	1	0.01%	New
1073	ANBT American National Bank & Trust Wichita Falls, Texas	$22K	$0	1	0.01%	Maintained
1074	AF Advisornet Financial Minnetonka, Minnesota	$21K	+$21.2K	1	0%	New
1075	GTAM Global Trust Asset Management West Palm Beach, Florida	$21K	+$21.2K	1	0.01%	New