← 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
1676	AWM AllSquare Wealth Management Albany, New York	$60K	$0	1	0.04%	Maintained
1677	SIA SeaBridge Investment Advisors Summit, New Jersey	$60K	$0	1	0.02%	Maintained
1678	Capula Management Grand Cayman, Cayman Islands	$59K	-$3.99M	1	0%	Reduced
1679	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$59K	$0	2	0.01%	Maintained
1680	Cohen & Steers New York	$58K	+$12.2K	1	0%	Increased
1681	WQ Wealth Quarterback Toms River, New Jersey	$57.8K	+$3.02M	2	0.05%	New
1682	HMS Hanseatic Management Services Albuquerque, New Mexico	$57K	-$1.83M	1	0.05%	Reduced
1683	HFS HBC Financial Services Seattle, Washington	$55K	+$48.6K	1	0.05%	New
1684	AssetMark Inc Concord, California	$53K	+$8.94K	1	0%	Increased
1685	CFN Cordasco Financial Network Naples, Florida	$52K	-$59.3K	2	0.05%	Reduced
1686	PCTC Perkins Coie Trust Company Seattle, Washington	$52K	$0	1	0.02%	Maintained
1687	MassMutual Private Wealth & Trust Windsor, Connecticut	$51K	-$23.2K	2	0%	Reduced
1688	1W 1776 Wealth Atlanta, Georgia	$49K	+$48.1K	2	0.04%	New
1689	HI Hudock Inc Williamsport, Pennsylvania	$49K	$0	2	0.02%	Maintained
1690	CAC Certified Advisory Corp Altamonte Springs, Florida	$47K	-$18.4K	1	0.02%	Reduced
1691	BAMG Brand Asset Management Group Chesterfield, Missouri	$46K	$0	2	0.03%	Maintained
1692	LJHT Laurie J. Hall Trustee	$46K	$0	1	0.02%	Maintained
1693	PCA Providence Capital Advisors Charlotte, North Carolina	$46K	$0	1	0.02%	Maintained
1694	IRC Investors Research Corp Atlanta, Georgia	$45K	$0	2	0.02%	Maintained
1695	CX Institutional Auburn, Indiana	$43K	$0	2	0.01%	Maintained
1696	RIM Ranger Investment Management Dallas, Texas	$42K	$0	1	0%	Maintained
1697	TVWM Tower View Wealth Management Shorewood, Wisconsin	$42K	$0	1	0.03%	Maintained
1698	VCM Vigilant Capital Management Portland, Maine	$42K	+$39.5K	1	0%	New
1699	EIP Ellis Investment Partners Berwyn, Pennsylvania	$41K	$0	1	0.01%	Maintained
1700	FCMT Founders Capital Management (Texas) Houston, Texas	$41K	$0	1	0.03%	Maintained