← 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	SWA Sutton Wealth Advisors Tampa, Florida	$292K	$0	2	0.2%	Maintained
1052	CS Credential Securities Vancouver,	$291K	+$27K	1	0.07%	Increased
1053	CWM Chesapeake Wealth Management Williamsburg, Virginia	$290K	+$58K	1	0.13%	Increased
1054	RC Roundview Capital Princeton, New Jersey	$289K	+$270K	1	0.08%	New
1055	DF Dent & Co Baltimore, Maryland	$287K	$0	1	0.01%	Maintained
1056	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$287K	$0	2	0.15%	Maintained
1057	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$286K	$0	1	0.05%	Maintained
1058	FHC First Heartland Consultants Lake St. Louis, Missouri	$284K	+$266K	1	0.1%	New
1059	CG Clinton Group New York	$284K	-$12.9K	1	0.04%	Reduced
1060	CA Calton & Associates Tampa, Florida	$283K	+$21.9K	1	0.08%	Increased
1061	HM Payson & Co Portland, Maine	$283K	+$30.9K	1	0.01%	Increased
1062	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$281K	-$63.8K	1	0.26%	Reduced
1063	NAM North American Management Boston, Massachusetts	$279K	-$15.9K	1	0.05%	Reduced
1064	HPWM Highland Private Wealth Management Bellevue, Washington	$278K	+$260K	1	0.1%	New
1065	TF Tompkins Financial Ithaca, New York	$277K	-$17.2K	1	0.06%	Reduced
1066	Park Avenue Securities New York	$276K	-$357K	1	0.05%	Reduced
1067	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$275K	+$258K	1	0%	New
1068	AC Alley Company Lake Forest, Illinois	$273K	$0	1	0.09%	Maintained
1069	BDS Banco de Sabadell Miami, Florida	$272K	+$255K	1	0.03%	New
1070	RPC Rossmore Private Capital Glastonbury, Connecticut	$270K	+$18.8K	1	0.17%	Increased
1071	GLI Guardian Life Insurance New York	$264K	+$45.8K	1	0.04%	Increased
1072	Ingalls & Snyder LLC New York	$263K	+$246K	1	0.01%	New
1073	ING Group Amsterdam, Netherlands	$263K	+$246K	1	0.01%	New
1074	Coldstream Capital Management Bellevue, Washington	$261K	+$24.2K	1	0.03%	Increased
1075	EIM Essex Investment Management Boston, Massachusetts	$261K	-$1.79K	1	0.03%	Reduced