← 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
1276	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$46K	$0	1	0.03%	Maintained
1277	PCA Providence Capital Advisors Charlotte, North Carolina	$46K	$0	1	0.03%	Maintained
1278	TFO Tarbox Family Office Newport Beach, California	$46K	$0	2	0.02%	Maintained
1279	ATC Adirondack Trust Company Saratoga Springs, New York	$45K	+$2.23K	1	0.03%	Increased
1280	CFGS Concourse Financial Group Securities Birmingham, Alabama	$45K	+$42.9K	2	0.01%	New
1281	SAM Shamrock Asset Management Dallas, Texas	$45K	+$26.7K	1	0.03%	Increased
1282	TFA Toth Financial Advisory Leesburg, Virginia	$45K	$0	2	0.01%	Maintained
1283	CB Community Bank Dewitt, New York	$44K	$0	1	0.01%	Maintained
1284	MUFG Americas New York	$43K	+$27.6K	1	0%	Increased
1285	FCB First Command Bank Fort Worth, Texas	$41K	+$7.87K	2	0.01%	Increased
1286	FCFS First Command Financial Services Fort Worth, Texas	$41K	+$7.87K	2	0.01%	Increased
1287	MassMutual Private Wealth & Trust Windsor, Connecticut	$40.5K	+$2.23K	2	0%	Increased
1288	LJHT Laurie J. Hall Trustee	$40K	$0	1	0.02%	Maintained
1289	BG Bollard Group Boston, Massachusetts	$39K	+$37.8K	1	0%	New
1290	ACA Atlas Capital Advisors Jackson, Wyoming	$38K	$0	1	0.01%	Maintained
1291	MUS Mitsubishi UFJ Securities Tokyo, Japan	$37K	$0	1	0.12%	Maintained
1292	CHP Cable Hill Partners Portland, Oregon	$36K	-$1.93K	1	0.01%	Reduced
1293	ANBT American National Bank & Trust Wichita Falls, Texas	$34K	$0	1	0.01%	Maintained
1294	MSA Marino Stram & Associates Braintree, Massachusetts	$34K	$0	1	0.03%	Maintained
1295	TAM Tyers Asset Management Austin, Texas	$34K	-$454K	1	0%	Reduced
1296	PA Perennial Advisors New York	$33K	$0	2	0.02%	Maintained
1297	Citizens Financial Group Providence, Rhode Island	$32K	+$29.7K	1	0%	New
1298	FCMT Founders Capital Management (Texas) Houston, Texas	$32K	$0	1	0.03%	Maintained
1299	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$32K	$0	1	0.01%	Maintained
1300	TVWM Tower View Wealth Management Shorewood, Wisconsin	$32K	+$29.7K	1	0.03%	New