← 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
1601	CIM Contravisory Investment Management Norwell, Massachusetts	$151K	+$80.3K	2	0.06%	Increased
1602	MCM Manchester Capital Management Manchester, Vermont	$143K	$0	1	0.02%	Maintained
1603	PVH Psagot Value Holdings Tel Aviv, Israel	$141K	-$29.9K	1	0%	Reduced
1604	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$140K	+$133K	2	0.01%	New
1605	DSC Duncker Streett & Co St. Louis, Missouri	$138K	+$132K	2	0.03%	New
1606	AP Arlington Partners Birmingham, Alabama	$137K	$0	1	0.08%	Maintained
1607	TCWM Total Clarity Wealth Management St. Charles, Illinois	$137K	+$132K	2	0.1%	New
1608	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$135K	+$130K	1	0.09%	New
1609	HFM Hartford Financial Management Hartford, Connecticut	$133K	$0	1	0.04%	Maintained
1610	JFA Johanson Financial Advisors Campbell, California	$131K	+$126K	2	0.06%	New
1611	RBC Roble Belko & Company Sewickley, Pennsylvania	$131K	$0	2	0.04%	Maintained
1612	ANBT American National Bank & Trust Wichita Falls, Texas	$130K	$0	1	0.04%	Maintained
1613	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$127K	+$15.7K	2	0.03%	Increased
1614	IRAG Investment Research & Advisory Group Atlanta, Georgia	$126K	+$121K	1	0.12%	New
1615	PMFA Plante Moran Financial Advisors Southfield, Michigan	$126K	-$32.1K	3	0.04%	Reduced
1616	SL Savior LLC Wellesley Hills, Massachusetts	$126K	+$119K	2	0.17%	New
1617	RCA Ranch Capital Advisors Sarasota, Florida	$125K	-$31.5K	1	0.1%	Reduced
1618	SC Solstein Capital Menlo Park, California	$125K	+$119K	3	0.25%	New
1619	ACM Anfield Capital Management Irvine, California	$124K	+$96.1K	1	0.05%	New
1620	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$122K	+$118K	1	0.11%	New
1621	VCP Verus Capital Partners Scottsdale, Arizona	$121K	+$116K	1	0.04%	New
1622	AIC Ameritas Investment Company Lincoln, Nebraska	$120K	-$21.8K	1	0.03%	Reduced
1623	EI Ellevest Inc New York	$120K	+$96.3K	2	0.03%	Increased
1624	SMG Spectrum Management Group Indianapolis, Indiana	$120K	$0	2	0.05%	Maintained
1625	TC Trust Company Manhattan, Kansas	$118K	$0	1	0.1%	Maintained