← 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
1376	HR Howe & Rusling Rochester, New York	$33K	-$8K	1	0.01%	Reduced
1377	Harding Loevner Bridgewater, New Jersey	$32K	+$13.8K	2	0%	Increased
1378	Cohen & Steers New York	$31K	-$20.8K	1	0%	Reduced
1379	TFA Toth Financial Advisory Leesburg, Virginia	$31K	-$8.87K	2	0.01%	Reduced
1380	FMP Financial Management Professionals Austin, Texas	$30K	+$19.8K	1	0.02%	Increased
1381	AC Avestar Capital New York	$29K	+$3.71K	2	0.02%	Increased
1382	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$28K	+$27.9K	1	0.02%	New
1383	PA Perennial Advisors New York	$28K	$0	2	0.02%	Maintained
1384	PWM PRW Wealth Management Quincy, Massachusetts	$28K	+$27.2K	2	0.03%	New
1385	BFC Bedel Financial Consulting Indianapolis, Indiana	$27K	$0	1	0.02%	Maintained
1386	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$27K	$0	1	0.01%	Maintained
1387	RAM Riggs Asset Management Dallas, Pennsylvania	$27K	$0	1	0.02%	Maintained
1388	TVWM Tower View Wealth Management Shorewood, Wisconsin	$27K	$0	1	0.03%	Maintained
1389	FNBOSM First National Bank of South Miami South Miami, Florida	$26K	+$23.2K	1	0.03%	New
1390	IIM Ipswich Investment Management Beverly, Massachusetts	$26K	+$26.1K	2	0.01%	New
1391	Larson Financial Group St Louis, Missouri	$26K	+$25.9K	2	0.02%	New
1392	NWM Northwest Wealth Management Spencer, Iowa	$26K	$0	1	0.02%	Maintained
1393	VCM Versant Capital Management Phoenix, Arizona	$26K	$0	2	0.01%	Maintained
1394	AWM Avondale Wealth Management West Lake Hills, Texas	$25K	+$25.2K	2	0.02%	New
1395	Bartlett & Co Cincinnati, Ohio	$25K	$0	1	0%	Maintained
1396	CA Crewe Advisors Salt Lake City, Utah	$25K	$0	1	0.01%	Maintained
1397	Bartlett & Co Wealth Management Cincinnati, Ohio	$24.7K	$0	1	0%	Maintained
1398	CHC City Holding Co Charleston, West Virginia	$24K	$0	1	0.01%	Maintained
1399	CYG Clean Yield Group Norwich, Vermont	$24K	+$24.1K	1	0.01%	New
1400	CB Community Bank Dewitt, New York	$24K	-$15.1K	1	0.01%	Reduced