← 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
1326	GSC G&S Capital Denver, Colorado	$73K	+$4.68K	1	0.07%	Increased
1327	PVH Psagot Value Holdings Tel Aviv, Israel	$71K	-$43.9K	1	0%	Reduced
1328	CA Claro Advisors Boston, Massachusetts	$69K	+$60K	1	0.06%	New
1329	BG Bollard Group Boston, Massachusetts	$68K	+$29.8K	1	0%	Increased
1330	HRC Hoertkorn Richard Charles	$68K	$0	1	0.05%	Maintained
1331	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$66K	-$20K	1	0.04%	Reduced
1332	AIA Alera Investment Advisors Deerfield, Illinois	$63K	+$64K	2	0.04%	New
1333	EARNEST Partners Atlanta, Georgia	$63K	$0	3	0%	Maintained
1334	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$62K	$0	1	0.02%	Maintained
1335	KPCM Kings Point Capital Management Great Neck, New York	$60K	$0	1	0.01%	Maintained
1336	FPS Fieldpoint Private Securities Greenwich, Connecticut	$59K	$0	2	0.03%	Maintained
1337	BWP Baldwin Wealth Partners Marion, Massachusetts	$56K	-$76.5K	1	0.01%	Reduced
1338	RIM Ranger Investment Management Dallas, Texas	$56K	-$22.1K	1	0%	Reduced
1339	Prime Capital Investment Advisors Overland Park, Kansas	$55K	-$2.57M	1	0.02%	Reduced
1340	PRC Pearl River Capital Niles, Michigan	$54K	+$53.4K	1	0.25%	New
1341	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$54K	+$55K	1	0.03%	New
1342	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$53K	+$4.11K	3	0.03%	Increased
1343	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$52.7K	$0	1	0.03%	Maintained
1344	MCM Manchester Capital Management Manchester, Vermont	$52K	$0	1	0.01%	Maintained
1345	NSIM North Star Investment Management Chicago, Illinois	$52K	-$26.7K	2	0.01%	Reduced
1346	SIM Sonora Investment Management Tucson, Arizona	$52K	+$5.92K	1	0.01%	Increased
1347	WPA West Paces Advisors Atlanta, Georgia	$50.8K	$0	2	0.04%	Maintained
1348	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$49K	$0	1	0.01%	Maintained
1349	NS NewDay Solutions Hampton, New Hampshire	$49K	+$49.5K	1	0.05%	New
1350	RCG Ruggie Capital Group Tavares, Florida	$47K	+$46.5K	2	0.02%	New