← 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	VC Voit & Company Brookfield, Wisconsin	$216K	+$217K	1	0.27%	New
1252	JCM Jacobi Capital Management Pittston, Pennsylvania	$214K	+$89.1K	1	0.06%	Increased
1253	SWM Segment Wealth Management Houston, Texas	$213K	+$34.9K	1	0.05%	Increased
1254	Trexquant Investment Stamford, Connecticut	$211K	-$3.27M	1	0.01%	Reduced
1255	PFA Pathway Financial Advisors South Burlington, Vermont	$210K	$0	1	0.12%	Maintained
1256	TCI Wealth Advisors Tucson, Arizona	$207K	+$2.34K	2	0.1%	Increased
1257	First Manhattan New York	$206K	+$1.38K	2	0%	Increased
1258	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$206K	+$6.74K	1	0.13%	Increased
1259	NME Notis-McConarty Edward	$205K	+$206K	1	0.11%	New
1260	AFM Andesa Financial Management Allentown, Pennsylvania	$204K	+$206K	1	0.24%	New
1261	BWM Baystate Wealth Management Boston, Massachusetts	$204K	+$123K	1	0.03%	Increased
1262	VAM Visionary Asset Management Houston, Texas	$202K	-$12.7K	1	0.08%	Reduced
1263	PCG Private Capital Group West Hartford, Connecticut	$201K	+$33.6K	2	0.04%	Increased
1264	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$199K	+$199K	1	0.03%	New
1265	LWM Lenox Wealth Management Cincinnati, Ohio	$197K	+$51.2K	2	0.07%	Increased
1266	Geneos Wealth Management Englewood, Colorado	$194K	-$16.2K	3	0.01%	Reduced
1267	MS Mizuho Securities Tokyo, Japan	$188K	+$188K	1	0.02%	New
1268	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$184K	-$645K	2	0.06%	Reduced
1269	Brown Brothers Harriman & Co New York	$182K	+$25.4K	2	0%	Increased
1270	LNB Ledyard National Bank	$181K	-$3.44K	2	0.02%	Reduced
1271	PCP Proficio Capital Partners Newton, Massachusetts	$181K	+$15.4K	3	0.08%	Increased
1272	WIM Westside Investment Management Santa Monica, California	$179K	$0	1	0.07%	Maintained
1273	C Cerebellum San Francisco, California	$177K	+$177K	1	0.12%	New
1274	Bogart Wealth LLC Mclean, Virginia	$171K	+$173K	1	0.09%	New
1275	ER Enlightenment Research Miami, Florida	$167K	+$168K	2	0.21%	New