← 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	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$445K	+$76K	1	0.62%	Increased
1252	RegentAtlantic Capital Morristown, New Jersey	$444K	+$26.4K	1	0.03%	Increased
1253	CA Capital Advantage Walnut Creek, California	$441K	+$462K	2	0.15%	New
1254	CBU CIBC Bank USA Chicago, Illinois	$440K	-$32.4K	1	0.06%	Reduced
1255	SWA Stratos Wealth Advisors Beachwood, Ohio	$438K	+$152	1	0.17%	Increased
1256	EVC Eidelman Virant Capital Saint Louis, Missouri	$434K	-$7.6K	1	0.25%	Reduced
1257	Smithfield Trust Pittsburgh, Pennsylvania	$433K	+$112K	2	0.04%	Increased
1258	Ingalls & Snyder LLC New York	$430K	+$13.2K	1	0.02%	Increased
1259	PA PFG Advisors Phoenix, Arizona	$430K	+$24.3K	1	0.12%	Increased
1260	Artemis Investment Management Edinburgh, United Kingdom	$429K	$0	1	0.01%	Maintained
1261	BO Bach Option Wanchai, Hong Kong	$429K	+$439K	1	0.17%	New
1262	AWA ARS Wealth Advisors St. Petersburg, Florida	$428K	-$3.04K	1	0.14%	Reduced
1263	FCA FLC Capital Advisors Palm Desert, California	$428K	+$58.4K	1	0.18%	Increased
1264	RWA Ropes Wealth Advisors Boston, Massachusetts	$428K	+$17.5K	1	0.09%	Increased
1265	Sumitomo Mitsui Financial Group Tokyo, Japan	$423K	+$388K	1	0.04%	Increased
1266	CQS Credential Qtrade Securities Vancouver,	$423K	+$116K	1	0.07%	Increased
1267	CWA Asset Management Group Naples, Florida	$420K	+$57.4K	1	0.07%	Increased
1268	AFM Abbot Financial Management Andover, Massachusetts	$417K	+$25.4K	1	0.3%	Increased
1269	NSB Norway Savings Bank Portland, Maine	$415K	+$31.9K	1	0.34%	Increased
1270	WWM WT Wealth Management Scottsdale, Arizona	$414K	+$424K	1	0.36%	New
1271	HM Payson & Co Portland, Maine	$413K	-$163K	2	0.01%	Reduced
1272	Glenview Trust Louisville, Kentucky	$409K	$0	1	0.02%	Maintained
1273	TIA Trust Investment Advisors Indianapolis, Indiana	$407K	-$3.04K	1	0.53%	Reduced
1274	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$404K	+$33.4K	1	0.14%	Increased
1275	BDS Banco de Sabadell Miami, Florida	$404K	-$228K	1	0.06%	Reduced