← 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	BWA BDO Wealth Advisors Jacksonville, Florida	$181K	-$7.14K	1	0.05%	Reduced
1452	CH Canton Hathaway Providence, Rhode Island	$178K	+$30.4K	1	0.1%	Increased
1453	AIM Advantage Investment Management Cedar Rapids, Iowa	$169K	-$18.6K	2	0.13%	Reduced
1454	Thompson Siegel & Walmsley Richmond, Virginia	$165K	-$1.62M	2	0%	Reduced
1455	FRA Front Row Advisors Tiburon, California	$160K	$0	1	0.11%	Maintained
1456	JFA JNBA Financial Advisors Bloomington, Minnesota	$159K	+$6.08K	1	0.03%	Increased
1457	CFGS Concourse Financial Group Securities Birmingham, Alabama	$157K	-$70.8K	3	0.04%	Reduced
1458	PVH Psagot Value Holdings Tel Aviv, Israel	$157K	+$46.7K	1	0.01%	Increased
1459	Arax Advisory Partners Denver, Colorado	$156K	+$5.91K	2	0.05%	Increased
1460	BWM Baystate Wealth Management Boston, Massachusetts	$151K	-$45.6K	1	0.02%	Reduced
1461	PMFA Plante Moran Financial Advisors Southfield, Michigan	$144K	-$93.8K	3	0.04%	Reduced
1462	RCA Ranch Capital Advisors Sarasota, Florida	$144K	+$147K	1	0.15%	New
1463	Farmers & Merchants Investments Inc Lincoln, Nebraska	$142K	-$1.06K	2	0.01%	Reduced
1464	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$141K	$0	1	0.02%	Maintained
1465	LF Lee Financial Dallas, Texas	$141K	$0	1	0.03%	Maintained
1466	AIA Arcadia Investment Advisors Eagle, Idaho	$135K	$0	1	0.09%	Maintained
1467	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$133K	+$2.43K	2	0.04%	Increased
1468	MCM Manchester Capital Management Manchester, Vermont	$131K	+$76K	1	0.02%	Increased
1469	AIC Ameritas Investment Company Lincoln, Nebraska	$130K	+$133K	1	0.03%	New
1470	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$130K	+$18.5K	1	0.01%	Increased
1471	AP Arlington Partners Birmingham, Alabama	$125K	$0	1	0.08%	Maintained
1472	HFM Hartford Financial Management Hartford, Connecticut	$121K	-$346K	1	0.04%	Reduced
1473	HAM Highstreet Asset Management London, Ontario, Canada	$120K	$0	1	0.01%	Maintained
1474	ANBT American National Bank & Trust Wichita Falls, Texas	$119K	+$45.6K	1	0.04%	Increased
1475	TFS TrustCore Financial Services Brentwood, Tennessee	$119K	+$272	2	0.03%	Increased