← 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
1076	ATC Adirondack Trust Company Saratoga Springs, New York	$20K	-$3.06K	1	0.01%	Reduced
1077	FPS Fieldpoint Private Securities Greenwich, Connecticut	$20K	$0	1	0.01%	Maintained
1078	FCMT Founders Capital Management (Texas) Houston, Texas	$20K	$0	1	0.02%	Maintained
1079	RAM Riggs Asset Management Dallas, Pennsylvania	$20K	$0	1	0.01%	Maintained
1080	CAC Certified Advisory Corp Altamonte Springs, Florida	$19K	+$19.5K	1	0.01%	New
1081	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$19K	-$4.79K	2	0.01%	Reduced
1082	Avior Wealth Management Omaha, Nebraska	$18K	+$1.22K	1	0%	Increased
1083	CHC City Holding Co Charleston, West Virginia	$18K	+$17.9K	1	0.01%	New
1084	Krilogy Financial St. Louis, Missouri	$18K	$0	1	0%	Maintained
1085	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$18K	$0	1	0.01%	Maintained
1086	RFA Reilly Financial Advisors La Mesa, California	$18K	-$14.8K	1	0%	Reduced
1087	VCM Versant Capital Management Phoenix, Arizona	$17K	+$1.24K	2	0.01%	Increased
1088	VEA Virtus ETF Advisers New York	$17K	+$16.4K	1	0.02%	New
1089	MUFG Americas New York	$16K	+$7.64K	1	0%	Increased
1090	Simon Quick Advisors Morristown, New Jersey	$16K	$0	1	0.01%	Maintained
1091	WCM Whitener Capital Management Rocky Mount, North Carolina	$16K	+$16.3K	1	0.01%	New
1092	SCA Sander Capital Advisors Seattle, Washington	$15K	+$15.3K	1	0.01%	New
1093	FCB First Command Bank Fort Worth, Texas	$14K	$0	1	0.01%	Maintained
1094	FCFS First Command Financial Services Fort Worth, Texas	$14K	$0	1	0.01%	Maintained
1095	PA Perennial Advisors New York	$14K	$0	1	0.01%	Maintained
1096	VIA Vantage Investment Advisors State College, Pennsylvania	$14K	+$8.56K	1	0%	Increased
1097	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$13K	+$12.2K	2	0.01%	New
1098	Bartlett & Co Cincinnati, Ohio	$13K	+$13K	1	0%	New
1099	Harding Loevner Bridgewater, New Jersey	$13K	$0	1	0%	Maintained
1100	PO Private Ocean San Rafael, California	$13K	+$12.6K	1	0.01%	New