← 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
1101	Tower Research Capital (TRC) New York	$77K	-$94.7K	1	0.01%	Reduced
1102	FIB First Interstate Bank Billings, Montana	$76K	$0	1	0.02%	Maintained
1103	First Horizon Advisors Memphis, Tennessee	$75K	-$20.6K	1	0.01%	Reduced
1104	HI Hudock Inc Williamsport, Pennsylvania	$72K	+$28K	1	0.03%	Increased
1105	GEA Glen Eagle Advisors Kingston, New Jersey	$66.5K	+$1.38K	1	0.05%	Increased
1106	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$66K	$0	2	0.01%	Maintained
1107	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$62.5K	$0	1	0.05%	Maintained
1108	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$62K	+$61.4K	1	0.01%	New
1109	WAM Watermark Asset Management San Ramon, California	$60K	+$11.5K	1	0.02%	Increased
1110	GSC G&S Capital Denver, Colorado	$58K	$0	1	0.05%	Maintained
1111	HRC Hoertkorn Richard Charles	$58K	$0	1	0.04%	Maintained
1112	RFA Reilly Financial Advisors La Mesa, California	$57K	+$35.8K	1	0.01%	Increased
1113	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$52K	$0	1	0.02%	Maintained
1114	WF WealthTrust Fairport Cleveland, Ohio	$52K	+$50.9K	2	0.01%	New
1115	Brinker Capital Investments Berwyn, Pennsylvania	$51K	$0	1	0%	Maintained
1116	KPCM Kings Point Capital Management Great Neck, New York	$51K	+$50.3K	1	0.01%	New
1117	Pathstone Family Office Englewood, New Jersey	$51K	+$1.72K	2	0.03%	Increased
1118	AssetMark Inc Concord, California	$50K	-$33.3K	2	0%	Reduced
1119	PHK Point72 Hong Kong Hong Kong	$50K	+$48.4K	1	0.03%	Increased
1120	CHP Cable Hill Partners Portland, Oregon	$49K	+$7.35K	2	0.02%	Increased
1121	Cohen & Steers New York	$49K	+$48.1K	1	0%	New
1122	RE RBC Europe London, United Kingdom	$48.6K	$0	1	0.01%	Maintained
1123	BWP Baldwin Wealth Partners Marion, Massachusetts	$48K	+$47.3K	1	0.01%	New
1124	DSC Duncker Streett & Co St. Louis, Missouri	$47K	$0	1	0.01%	Maintained
1125	EARNEST Partners Atlanta, Georgia	$47K	$0	3	0%	Maintained