← 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
1251	FPS Fieldpoint Private Securities Greenwich, Connecticut	$69K	+$64.1K	2	0.03%	New
1252	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$69K	+$8.51K	2	0.01%	Increased
1253	TG TLP Group Evanston, Illinois	$67K	-$74.7K	1	0.11%	Reduced
1254	VIA Vantage Investment Advisors State College, Pennsylvania	$67K	+$54.9K	1	0.01%	Increased
1255	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$61.2K	$0	1	0.03%	Maintained
1256	BWM Baystate Wealth Management Boston, Massachusetts	$61K	+$44.5K	1	0.01%	Increased
1257	MCM Manchester Capital Management Manchester, Vermont	$61K	$0	1	0.01%	Maintained
1258	Cohen & Steers New York	$59K	-$4.9K	1	0%	Reduced
1259	Krilogy Financial St. Louis, Missouri	$59K	+$56.4K	2	0.01%	New
1260	WPA West Paces Advisors Atlanta, Georgia	$58.8K	$0	2	0.04%	Maintained
1261	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$57K	$0	1	0.01%	Maintained
1262	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$55K	+$5.21K	3	0.03%	Increased
1263	NA Neuburgh Advisers Los Angeles, California	$53K	-$332K	1	0%	Reduced
1264	SIM Sonora Investment Management Tucson, Arizona	$53K	$0	1	0.01%	Maintained
1265	ACS Archford Capital Strategies Swansea, Illinois	$52K	+$567	2	0.02%	Increased
1266	PCTC Perkins Coie Trust Company Seattle, Washington	$51K	$0	1	0.02%	Maintained
1267	SMG Spectrum Management Group Indianapolis, Indiana	$51K	+$47.2K	1	0.02%	New
1268	RWM Raffa Wealth Management Washington, District of Columbia	$50.2K	$0	2	0.02%	Maintained
1269	AF Advisornet Financial Minnetonka, Minnesota	$49K	-$14.6K	1	0.01%	Reduced
1270	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$48K	+$39.6K	1	0.01%	Increased
1271	CA Centerpoint Advisors Needham, Massachusetts	$47K	$0	1	0.04%	Maintained
1272	RMC Resources Management Corp West Hartford, Connecticut	$47K	+$44.5K	1	0.01%	New
1273	WOC West Oak Capital Westlake Village, California	$46.5K	+$36.4K	2	0.03%	Increased
1274	HR Howe & Rusling Rochester, New York	$46K	-$4.75K	2	0.01%	Reduced
1275	LWA Lenox Wealth Advisors New York	$46K	-$36.7K	2	0.01%	Reduced