← 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
1226	Global Retirement Partners San Rafael, California	$101K	+$73.3K	2	0.02%	Increased
1227	GP Girard Partners King Of Prussia, Pennsylvania	$99K	+$92.6K	1	0.02%	New
1228	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$97K	+$18.9K	2	0.05%	Increased
1229	BCM Blume Capital Management Berkeley, California	$95K	$0	1	0.05%	Maintained
1230	NSB Norway Savings Bank Portland, Maine	$95K	+$73.5K	1	0.08%	Increased
1231	GEA Glen Eagle Advisors Kingston, New Jersey	$94.5K	+$2.08K	1	0.07%	Increased
1232	Chicago Partners Investment Group Chicago, Illinois	$92K	+$51.9K	1	0.01%	Increased
1233	NSIM North Star Investment Management Chicago, Illinois	$92K	+$51.5K	1	0.01%	Increased
1234	Destination Wealth Management Walnut Creek, California	$91K	+$23.7K	2	0.01%	Increased
1235	RIM Ranger Investment Management Dallas, Texas	$91K	+$66.6K	1	0.01%	Increased
1236	OGC Oak Grove Capital North Hampton, New Hampshire	$87K	+$74.2K	1	0.08%	Increased
1237	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$87K	+$81.6K	1	0.06%	New
1238	WTB Washington Trust Bank Spokane, Washington	$86K	-$61.3K	2	0.01%	Reduced
1239	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$85.4K	$0	1	0.06%	Maintained
1240	Pathstone Family Office Englewood, New Jersey	$83K	+$41.7K	1	0.03%	Increased
1241	WAM Watermark Asset Management San Ramon, California	$82K	$0	1	0.03%	Maintained
1242	ECM Exchange Capital Management Ann Arbor, Michigan	$80K	+$37.1K	1	0.02%	Increased
1243	GSC G&S Capital Denver, Colorado	$80K	$0	1	0.06%	Maintained
1244	HCM Highlander Capital Management Short Hills, New Jersey	$80K	$0	1	0.04%	Maintained
1245	HRC Hoertkorn Richard Charles	$80K	$0	1	0.05%	Maintained
1246	TC Truvestments Capital Sarasota, Florida	$78K	+$72.6K	1	0.04%	New
1247	EARNEST Partners Atlanta, Georgia	$73K	$0	3	0%	Maintained
1248	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$72K	$0	1	0.02%	Maintained
1249	KPCM Kings Point Capital Management Great Neck, New York	$70K	$0	1	0.01%	Maintained
1250	VEA Virtus ETF Advisers New York	$70K	+$41.1K	2	0.01%	Increased