← 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
1651	WC Whitnell & Co Oak Brook, Illinois	$87K	$0	1	0.03%	Maintained
1652	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$84K	+$22.5K	1	0.02%	Increased
1653	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$84K	-$458K	1	0.01%	Reduced
1654	EWM Endurance Wealth Management Providence, Rhode Island	$81K	$0	1	0.01%	Maintained
1655	HRC Hoertkorn Richard Charles	$81K	$0	1	0.05%	Maintained
1656	WPA West Paces Advisors Atlanta, Georgia	$79.3K	$0	2	0.04%	Maintained
1657	RFA Reilly Financial Advisors La Mesa, California	$78K	+$627	1	0.01%	Increased
1658	MF Manchester Financial Westlake Village, California	$76K	+$72.5K	2	0.03%	New
1659	TCM Tradewinds Capital Management Bellingham, Washington	$75K	+$27.1K	1	0.02%	Increased
1660	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$73K	$0	1	0.02%	Maintained
1661	RMC Resources Management Corp West Hartford, Connecticut	$73K	$0	1	0.01%	Maintained
1662	LTI Laffer Tengler Investments Nashville, Tennessee	$71.1K	+$68.5K	1	0.05%	New
1663	ME McIlrath & Eck Arlington, Washington	$71K	+$33.9K	1	0.03%	Increased
1664	PO Private Ocean San Rafael, California	$71K	+$14.5K	2	0.02%	Increased
1665	ATC Adirondack Trust Company Saratoga Springs, New York	$68K	+$6.27K	1	0.04%	Increased
1666	PGAM Princeton Global Asset Management Princeton, New Jersey	$68K	+$65.7K	1	0.03%	New
1667	Americana Partners Houston, Texas	$67K	+$62.7K	1	0.04%	New
1668	BWP Baldwin Wealth Partners Marion, Massachusetts	$67K	$0	1	0.01%	Maintained
1669	CA Centerpoint Advisors Needham, Massachusetts	$67K	$0	1	0.05%	Maintained
1670	IndexIQ Advisors New York	$65K	+$62.7K	2	0%	New
1671	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$65K	$0	1	0.03%	Maintained
1672	Thompson Siegel & Walmsley Richmond, Virginia	$65K	-$105K	1	0%	Reduced
1673	WOC West Oak Capital Westlake Village, California	$63K	-$15.7K	2	0.04%	Reduced
1674	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$62.6K	-$14.7K	1	0.03%	Reduced
1675	Larson Financial Group St Louis, Missouri	$61K	+$4.55K	1	0.04%	Increased