← 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
1501	MCM Manchester Capital Management Manchester, Vermont	$58K	$0	1	0.01%	Maintained
1502	WPA West Paces Advisors Atlanta, Georgia	$57.3K	$0	2	0.04%	Maintained
1503	Bartlett & Co Wealth Management Cincinnati, Ohio	$56K	+$576	2	0%	Increased
1504	AWM AllSquare Wealth Management Albany, New York	$56K	+$15.7K	1	0.04%	Increased
1505	Bartlett & Co Cincinnati, Ohio	$56K	+$576	2	0%	Increased
1506	Citizens Financial Group Providence, Rhode Island	$56K	+$30.1K	2	0%	Increased
1507	GAM Griffin Asset Management New York	$55K	+$56.4K	1	0.01%	New
1508	AWM Avondale Wealth Management West Lake Hills, Texas	$54K	$0	2	0.04%	Maintained
1509	LWM Liberty Wealth Management Oakland, California	$51K	+$34.9K	1	0.04%	Increased
1510	PCTC Perkins Coie Trust Company Seattle, Washington	$48K	$0	1	0.02%	Maintained
1511	TFO Tarbox Family Office Newport Beach, California	$48K	$0	2	0.02%	Maintained
1512	Sumitomo Mitsui Financial Group Tokyo, Japan	$46K	+$47.5K	1	0%	New
1513	BAMG Brand Asset Management Group Chesterfield, Missouri	$44K	$0	2	0.03%	Maintained
1514	PCA Providence Capital Advisors Charlotte, North Carolina	$44K	$0	1	0.03%	Maintained
1515	ATC Adirondack Trust Company Saratoga Springs, New York	$43K	+$1.57K	1	0.03%	Increased
1516	Cohen & Steers New York	$43K	$0	1	0%	Maintained
1517	Larson Financial Group St Louis, Missouri	$42K	+$12.3K	2	0.03%	Increased
1518	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$42K	$0	1	0.01%	Maintained
1519	VC Vestor Capital Chicago, Illinois	$42K	-$118K	1	0.01%	Reduced
1520	BFC Bedel Financial Consulting Indianapolis, Indiana	$41K	+$2.19K	1	0.02%	Increased
1521	CX Institutional Auburn, Indiana	$40K	+$616	3	0.01%	Increased
1522	RIM Ranger Investment Management Dallas, Texas	$39K	-$24K	1	0%	Reduced
1523	TVWM Tower View Wealth Management Shorewood, Wisconsin	$39K	$0	1	0.03%	Maintained
1524	FCMT Founders Capital Management (Texas) Houston, Texas	$38K	$0	1	0.03%	Maintained
1525	KIG Kessler Investment Group Columbus, Indiana	$38K	$0	1	0.04%	Maintained