← 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	GC Grace Capital Quincy, Massachusetts	$352K	$0	1	0.17%	Maintained
1277	QCIG Quad-Cities Investment Group Davenport, Iowa	$351K	$0	1	0.31%	Maintained
1278	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$350K	+$362K	1	0.12%	New
1279	AC Alley Company Lake Forest, Illinois	$349K	+$47K	1	0.1%	Increased
1280	SWM Segment Wealth Management Houston, Texas	$349K	+$37.6K	1	0.07%	Increased
1281	HCM Harvey Capital Management Palm Beach, Florida	$348K	+$360K	1	0.17%	New
1282	PTC Petrus Trust Company Dallas, Texas	$348K	+$156K	1	0.06%	Increased
1283	CP Covenant Partners Nashville, Tennessee	$347K	$0	1	0.18%	Maintained
1284	PCP Proficio Capital Partners Newton, Massachusetts	$347K	-$31.9K	3	0.12%	Reduced
1285	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$346K	+$20.7K	1	0.22%	Increased
1286	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$344K	$0	1	0.03%	Maintained
1287	Avalon Investment & Advisory Houston, Texas	$342K	-$322K	1	0.01%	Reduced
1288	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$341K	+$3.92K	1	0.07%	Increased
1289	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$340K	-$7.06K	1	0.06%	Reduced
1290	DC DeDora Capital Napa, California	$340K	+$28.2K	1	0.24%	Increased
1291	Guardian Capital (Canada) Toronto, Ontario, Canada	$340K	+$325K	1	0.01%	New
1292	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$340K	-$5.01K	1	0.3%	Reduced
1293	CQS Credential Qtrade Securities Vancouver,	$340K	-$57.3K	1	0.06%	Reduced
1294	Smithfield Trust Pittsburgh, Pennsylvania	$338K	-$273K	2	0.04%	Reduced
1295	GEA Glen Eagle Advisors Kingston, New Jersey	$337K	$0	1	0.23%	Maintained
1296	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$337K	+$1.57K	1	0.31%	Increased
1297	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$336K	-$9.4K	1	0.05%	Reduced
1298	WCM Whitener Capital Management Rocky Mount, North Carolina	$336K	$0	1	0.19%	Maintained
1299	GLI Guardian Life Insurance New York	$335K	$0	1	0.05%	Maintained
1300	Bogart Wealth LLC Mclean, Virginia	$334K	+$84.8K	1	0.2%	Increased