← 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	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$76K	+$1.54K	1	0.02%	Increased
1677	Walleye Capital New York	$74K	-$240K	1	0.02%	Reduced
1678	DSC Duncker Streett & Co St. Louis, Missouri	$73K	-$56K	1	0.02%	Reduced
1679	EWM Endurance Wealth Management Providence, Rhode Island	$72K	$0	1	0.01%	Maintained
1680	HRC Hoertkorn Richard Charles	$72K	$0	1	0.06%	Maintained
1681	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$72K	-$3.26K	1	0.01%	Reduced
1682	WPA West Paces Advisors Atlanta, Georgia	$71.8K	+$1.37K	2	0.05%	Increased
1683	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$70K	+$19.3K	2	0.01%	Increased
1684	WCG Weaver Consulting Group Huntington Beach, California	$70K	+$42.6K	2	0.05%	Increased
1685	CA Centerpoint Advisors Needham, Massachusetts	$68K	$0	1	0.07%	Maintained
1686	RMC Resources Management Corp West Hartford, Connecticut	$67K	+$2.74K	1	0.01%	Increased
1687	CYG Clean Yield Group Norwich, Vermont	$66K	+$79K	1	0.03%	New
1688	PMFA Plante Moran Financial Advisors Southfield, Michigan	$66K	-$61.8K	2	0.03%	Reduced
1689	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$65K	$0	1	0.02%	Maintained
1690	BWP Baldwin Wealth Partners Marion, Massachusetts	$63K	+$5.14K	1	0.01%	Increased
1691	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$63K	+$75.6K	1	0%	New
1692	MWP Meridian Wealth Partners Exton, Pennsylvania	$63K	+$71.4K	2	0.04%	New
1693	SIA SeaBridge Investment Advisors Summit, New Jersey	$61K	$0	1	0.03%	Maintained
1694	PGAM Princeton Global Asset Management Princeton, New Jersey	$60K	$0	1	0.03%	Maintained
1695	ATC Adirondack Trust Company Saratoga Springs, New York	$59K	+$6.86K	1	0.05%	Increased
1696	DAM Delta Asset Management Memphis, Tennessee	$58K	+$21.4K	2	0.01%	Increased
1697	MF Manchester Financial Westlake Village, California	$58K	-$10.3K	1	0.04%	Reduced
1698	Catalyst Capital Advisors Huntington, New York	$57K	-$2.59M	1	0%	Reduced
1699	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$57K	$0	1	0.03%	Maintained
1700	Thompson Siegel & Walmsley Richmond, Virginia	$57K	$0	1	0%	Maintained