← 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
1426	AIM Advantage Investment Management Cedar Rapids, Iowa	$189K	+$36K	3	0.14%	Increased
1427	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$169K	+$2.93K	3	0.04%	Increased
1428	FRA Front Row Advisors Tiburon, California	$163K	$0	1	0.12%	Maintained
1429	First Horizon Advisors Memphis, Tennessee	$158K	-$27.4K	2	0.01%	Reduced
1430	CWA Clarus Wealth Advisors Peoria, Arizona	$157K	+$31.8K	1	0.11%	Increased
1431	JFA JNBA Financial Advisors Bloomington, Minnesota	$157K	-$154K	1	0.03%	Reduced
1432	LWS Lucia Wealth Services San Diego, California	$157K	-$1.8M	1	0.05%	Reduced
1433	M MOTCO San Antonio, Texas	$157K	+$102K	2	0.01%	Increased
1434	CH Canton Hathaway Providence, Rhode Island	$152K	$0	1	0.09%	Maintained
1435	Arax Advisory Partners Denver, Colorado	$148K	+$142K	2	0.05%	New
1436	NCM Next Capital Management New York	$148K	+$103K	3	0.1%	Increased
1437	Farmers & Merchants Investments Inc Lincoln, Nebraska	$146K	+$3.76K	2	0.01%	Increased
1438	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$145K	+$106K	2	0.04%	Increased
1439	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$144K	-$78.4K	1	0.02%	Reduced
1440	LF Lee Financial Dallas, Texas	$144K	$0	1	0.03%	Maintained
1441	TC Trust Company Manhattan, Kansas	$144K	-$3.01M	1	0.13%	Reduced
1442	PCG Private Capital Group West Hartford, Connecticut	$141K	-$145K	3	0.03%	Reduced
1443	AIA Arcadia Investment Advisors Eagle, Idaho	$138K	$0	1	0.09%	Maintained
1444	RFA Reilly Financial Advisors La Mesa, California	$129K	$0	2	0.02%	Maintained
1445	AP Arlington Partners Birmingham, Alabama	$128K	$0	1	0.06%	Maintained
1446	AOWM Alpha Omega Wealth Management Richmond, Virginia	$127K	$0	1	0.05%	Maintained
1447	RBC Roble Belko & Company Sewickley, Pennsylvania	$127K	$0	2	0.04%	Maintained
1448	TFS TrustCore Financial Services Brentwood, Tennessee	$127K	+$110K	2	0.03%	Increased
1449	Apollon Wealth Management Mount Pleasant, South Carolina	$124K	+$128K	1	0.14%	New
1450	HAM Highstreet Asset Management London, Ontario, Canada	$123K	-$4.7K	1	0.01%	Reduced