← 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
1176	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$61K	$0	1	0.02%	Maintained
1177	KPCM Kings Point Capital Management Great Neck, New York	$60K	$0	1	0.01%	Maintained
1178	AA Apriem Advisors Irvine, California	$58K	+$54.2K	1	0.01%	New
1179	GFP Gryphon Financial Partners Columbus, Ohio	$58K	+$25.1K	1	0.03%	Increased
1180	Destination Wealth Management Walnut Creek, California	$57K	-$35.7K	1	0%	Reduced
1181	AF Advisornet Financial Minnetonka, Minnesota	$56K	+$13.6K	3	0.01%	Increased
1182	BWP Baldwin Wealth Partners Marion, Massachusetts	$56K	$0	1	0.01%	Maintained
1183	Cohen & Steers New York	$56K	-$1.53K	1	0%	Reduced
1184	AssetMark Inc Concord, California	$55K	-$1.73K	2	0%	Reduced
1185	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$52.5K	$0	1	0.03%	Maintained
1186	MCM Manchester Capital Management Manchester, Vermont	$52K	+$10.2K	1	0.01%	Increased
1187	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$52K	-$625	2	0.01%	Reduced
1188	WPA West Paces Advisors Atlanta, Georgia	$50.5K	+$3.91K	2	0.04%	Increased
1189	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$49K	+$14K	1	0.01%	Increased
1190	Chicago Partners Investment Group Chicago, Illinois	$48K	$0	1	0.01%	Maintained
1191	SIM Sonora Investment Management Tucson, Arizona	$46K	$0	1	0.01%	Maintained
1192	WA WP Advisors San Francisco, California	$45K	+$42.1K	1	0.04%	New
1193	ACS Archford Capital Strategies Swansea, Illinois	$44K	+$12K	1	0.02%	Increased
1194	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$44K	+$4.66K	3	0.02%	Increased
1195	HR Howe & Rusling Rochester, New York	$44K	$0	1	0.01%	Maintained
1196	PCTC Perkins Coie Trust Company Seattle, Washington	$44K	$0	1	0.02%	Maintained
1197	RWM Raffa Wealth Management Washington, District of Columbia	$43.1K	$0	2	0.02%	Maintained
1198	CA Centerpoint Advisors Needham, Massachusetts	$41K	+$2.43K	1	0.03%	Increased
1199	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$41K	$0	1	0.03%	Maintained
1200	PCA Providence Capital Advisors Charlotte, North Carolina	$40K	$0	1	0.03%	Maintained