← 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
1401	PA Parkside Advisors Berkeley, California	$425K	+$223K	1	0.23%	Increased
1402	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$424K	+$541K	1	0.55%	New
1403	EA Emerald Advisors Bellevue, Washington	$422K	+$411K	1	0.19%	New
1404	LHC Little House Capital Braintree, Massachusetts	$422K	+$109K	1	0.46%	Increased
1405	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$420K	-$1.54K	1	0.21%	Reduced
1406	NERM New England Research & Management Chicago, Illinois	$418K	-$230K	1	0.36%	Reduced
1407	PFG PAX Financial Group San Antonio, Texas	$409K	+$260K	2	0.17%	Increased
1408	Chicago Partners Investment Group Chicago, Illinois	$408K	+$97.4K	1	0.06%	Increased
1409	GDP Great Diamond Partners Portland, Maine	$407K	+$185K	1	0.21%	Increased
1410	SWM Segment Wealth Management Houston, Texas	$407K	+$55.9K	1	0.09%	Increased
1411	RIG Ramiah Investment Group Brookfield, Wisconsin	$406K	+$484K	1	0.72%	New
1412	Mount Yale Investment Advisors Denver, Colorado	$406K	-$238K	1	0.09%	Reduced
1413	MFG Magnus Financial Group New York	$404K	-$16.3K	1	0.06%	Reduced
1414	Inspire Investing Meridian, Idaho	$401K	-$183K	1	0.16%	Reduced
1415	WWM WT Wealth Management Scottsdale, Arizona	$401K	+$11.8K	1	0.42%	Increased
1416	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$400K	-$389K	1	0.58%	Reduced
1417	Boston Financial Management Boston, Massachusetts	$399K	+$249K	1	0.03%	Increased
1418	WCM Whitener Capital Management Rocky Mount, North Carolina	$399K	+$27.4K	1	0.26%	Increased
1419	CFA Carroll Financial Associates Charlotte, North Carolina	$397K	-$80.1K	2	0.04%	Reduced
1420	Select Equity Group New York	$395K	+$31K	1	0%	Increased
1421	KPCM Kings Point Capital Management Great Neck, New York	$393K	+$34.3K	2	0.07%	Increased
1422	SWA Sutton Wealth Advisors Tampa, Florida	$392K	+$11.5K	2	0.25%	Increased
1423	TP Tranquility Partners Brentwood, Tennessee	$392K	+$145K	1	0.45%	Increased
1424	Cohen & Steers New York	$390K	+$403K	1	0%	Increased
1425	FFC First Financial Corp Terre Haute, Indiana	$389K	-$43.9K	2	0.36%	Reduced