← 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	Glenview Trust Louisville, Kentucky	$389K	-$23.5K	1	0.03%	Reduced
1427	HPWM Highland Private Wealth Management Bellevue, Washington	$385K	+$4.12K	1	0.11%	Increased
1428	HM Payson & Co Portland, Maine	$384K	-$9.43K	2	0.02%	Reduced
1429	PB Pinnacle Bancorp Beatrice, Nebraska	$383K	-$5.14K	3	0.33%	Reduced
1430	Ingalls & Snyder LLC New York	$376K	-$200K	1	0.03%	Reduced
1431	TCM Tradewinds Capital Management Bellingham, Washington	$375K	+$367K	1	0.12%	Increased
1432	FIB First Interstate Bank Billings, Montana	$373K	+$425K	1	0.09%	Increased
1433	POIA Pin Oak Investment Advisors Houston, Texas	$373K	+$200K	2	0.39%	Increased
1434	CS Capital Square Chattanooga, Tennessee	$369K	-$1.75K	2	0.43%	Reduced
1435	PTP Platform Technology Partners New York	$369K	+$156K	1	0.34%	Increased
1436	DC DeDora Capital Napa, California	$368K	-$10.3K	1	0.28%	Reduced
1437	HWA HCR Wealth Advisors Los Angeles, California	$368K	-$12K	1	0.11%	Reduced
1438	GSC G&S Capital Denver, Colorado	$364K	-$18.5K	1	0.64%	Reduced
1439	BDS Banco de Sabadell Miami, Florida	$362K	-$42.9K	1	0.06%	Reduced
1440	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$360K	-$3.6K	1	0.07%	Reduced
1441	CDH Charles D. Hyman	$359K	$0	1	0.05%	Maintained
1442	R.M. Davis Inc Portland, Maine	$358K	$0	1	0.01%	Maintained
1443	MIC Meridian Investment Counsel Lafayette, California	$356K	+$3.43K	1	0.23%	Increased
1444	Alpha Cubed Investments Irvine, California	$354K	-$82.6K	1	0.04%	Reduced
1445	PWA Physician Wealth Advisors Midvale, Utah	$354K	-$61K	1	0.18%	Reduced
1446	Exencial Wealth Advisors Oklahoma City, Oklahoma	$352K	+$127K	1	0.06%	Increased
1447	OAM Occidental Asset Management Burlingame, California	$351K	$0	1	0.18%	Maintained
1448	AWA ARS Wealth Advisors St. Petersburg, Florida	$349K	+$35.1K	1	0.15%	Increased
1449	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$348K	+$15.6K	1	0.34%	Increased
1450	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$347K	+$686	1	0.17%	Increased