← 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
1451	BG Bollard Group Boston, Massachusetts	$79K	$0	1	0%	Maintained
1452	HRC Hoertkorn Richard Charles	$79K	$0	1	0.05%	Maintained
1453	EARNEST Partners Atlanta, Georgia	$77K	$0	3	0%	Maintained
1454	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$77K	$0	1	0.03%	Maintained
1455	SMG Spectrum Management Group Indianapolis, Indiana	$75K	+$69.8K	2	0.02%	New
1456	OC Oakworth Capital Birmingham, Alabama	$74K	+$60.4K	1	0.02%	Increased
1457	WOC West Oak Capital Westlake Village, California	$73K	+$19.8K	2	0.05%	Increased
1458	AIA Alera Investment Advisors Deerfield, Illinois	$71K	-$6.27K	2	0.03%	Reduced
1459	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$71K	$0	1	0.02%	Maintained
1460	BWA BDO Wealth Advisors Jacksonville, Florida	$70K	-$41.6K	1	0.02%	Reduced
1461	MC Machina Capital Paris, France	$70K	+$62.9K	1	0.03%	New
1462	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$67K	+$8.93K	2	0.01%	Increased
1463	BWP Baldwin Wealth Partners Marion, Massachusetts	$65K	$0	1	0.01%	Maintained
1464	RIM Ranger Investment Management Dallas, Texas	$65K	$0	1	0%	Maintained
1465	ESB Essex Savings Bank Essex, Connecticut	$64K	+$38.7K	1	0.04%	Increased
1466	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$63K	$0	1	0.03%	Maintained
1467	RIA Realta Investment Advisors Wilmington, Delaware	$62K	+$58.5K	2	0.03%	New
1468	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$61K	$0	1	0.03%	Maintained
1469	MCM Manchester Capital Management Manchester, Vermont	$60K	$0	1	0.01%	Maintained
1470	SIM Sonora Investment Management Tucson, Arizona	$60K	$0	1	0.01%	Maintained
1471	WPA West Paces Advisors Atlanta, Georgia	$59.3K	$0	2	0.04%	Maintained
1472	CA Centerpoint Advisors Needham, Massachusetts	$59K	$0	1	0.05%	Maintained
1473	HI Hudock Inc Williamsport, Pennsylvania	$59K	+$41.1K	2	0.02%	Increased
1474	M MOTCO San Antonio, Texas	$59K	+$37.4K	1	0.01%	Increased
1475	MassMutual Private Wealth & Trust Windsor, Connecticut	$58.5K	+$10.2K	2	0%	Increased