← 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
1476	RBC Roble Belko & Company Sewickley, Pennsylvania	$118K	$0	2	0.03%	Maintained
1477	MRCM M&R Capital Management Summit, New Jersey	$111K	+$15.2K	1	0.03%	Increased
1478	WWM Willingdon Wealth Management Huntersville, North Carolina	$111K	+$9.77K	2	0.02%	Increased
1479	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$107K	-$60.1K	3	0.02%	Reduced
1480	SMG Spectrum Management Group Indianapolis, Indiana	$107K	$0	2	0.04%	Maintained
1481	SLF Sun Life Financial Toronto, Ontario, Canada	$107K	+$15.2K	1	0.03%	Increased
1482	TC Trust Company Manhattan, Kansas	$107K	-$34K	1	0.1%	Reduced
1483	VCM Versant Capital Management Phoenix, Arizona	$107K	+$1.26K	3	0.05%	Increased
1484	CFN Cordasco Financial Network Naples, Florida	$105K	+$272	2	0.1%	Increased
1485	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$101K	-$310K	2	0.02%	Reduced
1486	Stephens Investment Management Group Houston, Texas	$101K	$0	1	0%	Maintained
1487	BFC Bedel Financial Consulting Indianapolis, Indiana	$93K	+$54K	1	0.06%	Increased
1488	AW Alpha Windward Westwood, Massachusetts	$91K	$0	1	0.06%	Maintained
1489	First Horizon Advisors Memphis, Tennessee	$91K	-$62.1K	2	0.01%	Reduced
1490	MUFG Americas New York	$90K	$0	1	0%	Maintained
1491	BCM Blume Capital Management Berkeley, California	$89K	$0	1	0.04%	Maintained
1492	FWM Focused Wealth Management Newburgh, New York	$89K	$0	1	0.02%	Maintained
1493	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$79.7K	$0	1	0.05%	Maintained
1494	WC Whitnell & Co Oak Brook, Illinois	$79K	+$81.3K	1	0.03%	New
1495	AIM Anchor Investment Management Columbia, South Carolina	$77.6K	+$44K	2	0.02%	Increased
1496	EARNEST Partners Atlanta, Georgia	$77K	+$2.89K	3	0%	Increased
1497	LWA Lenox Wealth Advisors New York	$76K	$0	2	0.01%	Maintained
1498	WCM Wealthcare Capital Management Richmond, Virginia	$76K	$0	1	0.01%	Maintained
1499	EWM Endurance Wealth Management Providence, Rhode Island	$74K	$0	1	0.01%	Maintained
1500	GSC G&S Capital Denver, Colorado	$74K	-$578K	1	0.04%	Reduced