← 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
1351	CHP Cable Hill Partners Portland, Oregon	$46K	+$14.2K	2	0.02%	Increased
1352	PCTC Perkins Coie Trust Company Seattle, Washington	$44K	$0	1	0.02%	Maintained
1353	RWM Raffa Wealth Management Washington, District of Columbia	$43.3K	$0	2	0.02%	Maintained
1354	CA Centerpoint Advisors Needham, Massachusetts	$43K	$0	1	0.04%	Maintained
1355	LWA Lenox Wealth Advisors New York	$43K	$0	2	0.01%	Maintained
1356	NCM Next Capital Management New York	$43K	+$42.9K	2	0.04%	New
1357	TFO Tarbox Family Office Newport Beach, California	$42K	+$1.93K	2	0.02%	Increased
1358	DWM Doyle Wealth Management St. Petersburg, Florida	$41K	+$41.3K	1	0.01%	New
1359	FCB First Command Bank Fort Worth, Texas	$41K	+$4.95K	2	0.02%	Increased
1360	FCFS First Command Financial Services Fort Worth, Texas	$41K	+$4.95K	2	0.02%	Increased
1361	LJHT Laurie J. Hall Trustee	$41K	$0	1	0.02%	Maintained
1362	MUFG Americas New York	$41K	+$3.99K	1	0%	Increased
1363	RMC Resources Management Corp West Hartford, Connecticut	$41K	$0	1	0.01%	Maintained
1364	WOC West Oak Capital Westlake Village, California	$40.7K	$0	2	0.03%	Maintained
1365	CAC Certified Advisory Corp Altamonte Springs, Florida	$40K	+$13.8K	1	0.02%	Increased
1366	PCA Providence Capital Advisors Charlotte, North Carolina	$40K	$0	1	0.03%	Maintained
1367	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$40K	-$20.2K	2	0.01%	Reduced
1368	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$39K	$0	1	0.03%	Maintained
1369	MassMutual Private Wealth & Trust Windsor, Connecticut	$36.3K	$0	2	0%	Maintained
1370	ATC Adirondack Trust Company Saratoga Springs, New York	$36K	-$2.75K	1	0.03%	Reduced
1371	APC Aspire Private Capital Cornelius, North Carolina	$36K	+$36.2K	1	0.02%	New
1372	IWA Intercontinental Wealth Advisors San Antonio, Texas	$36K	+$36.5K	1	0.02%	New
1373	SFA Semmax Financial Advisors Winston Salem, North Carolina	$36K	+$36K	1	0.03%	New
1374	FCMT Founders Capital Management (Texas) Houston, Texas	$34K	+$6.88K	1	0.04%	Increased
1375	Centiva Capital New York	$33K	+$32.5K	1	0%	New