← 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
1726	UIA UBP Investment Advisors Geneva, Switzerland	$225K	+$202K	1	0.18%	New
1727	LNB Ledyard National Bank	$224K	+$202K	1	0.03%	New
1728	MIA MainStreet Investment Advisors Chicago, Illinois	$224K	-$1.29M	1	0.02%	Reduced
1729	BDS Banco de Sabadell Miami, Florida	$222K	-$211K	1	0.03%	Reduced
1730	Farmers & Merchants Investments Inc Lincoln, Nebraska	$222K	+$42.8K	3	0.01%	Increased
1731	OR Olympiad Research Stamford, Connecticut	$222K	-$97.2K	1	0.16%	Reduced
1732	WOSD WFA of San Diego San Diego, California	$222K	+$206K	1	0.05%	New
1733	BWP Baldwin Wealth Partners Marion, Massachusetts	$221K	+$122K	2	0.03%	Increased
1734	LA LexAurum Advisors Overland Park, Kansas	$220K	+$197K	1	0.12%	New
1735	NIM Northeast Investment Management Boston, Massachusetts	$219K	+$197K	1	0.02%	New
1736	PP Pegasus Partners Mequon, Wisconsin	$219K	+$197K	1	0.07%	New
1737	Exchange Traded Concepts Oklahoma City, Oklahoma	$218K	+$148K	2	0.04%	Increased
1738	TW TrinityPoint Wealth Milford, Connecticut	$218K	+$196K	1	0.07%	New
1739	WWM Windsor Wealth Management Indianapolis, Indiana	$218K	+$190K	1	0.07%	New
1740	CA Claro Advisors Boston, Massachusetts	$216K	+$194K	1	0.15%	New
1741	CB Community Bank Dewitt, New York	$216K	+$195K	1	0.04%	New
1742	HWA HHM Wealth Advisors Chattanooga, Tennessee	$216K	$0	2	0.09%	Maintained
1743	PA Probity Advisors Dallas, Texas	$216K	+$194K	1	0.07%	New
1744	TWM Titus Wealth Management Larskpur, California	$215K	+$187K	1	0.17%	New
1745	UAS United Asset Strategies Garden City, New York	$214K	+$193K	1	0.04%	New
1746	CFD Creative Financial Designs Kokomo, Indiana	$213K	+$180K	2	0.06%	Increased
1747	JIR James Investment Research Alpha, Ohio	$213K	+$186K	1	0.02%	New
1748	MA Modus Advisors Excelsior, Minnesota	$213K	+$192K	1	0.14%	New
1749	PHS Pekin Hardy Strauss Chicago, Illinois	$213K	+$191K	1	0.05%	New
1750	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$212K	+$191K	1	0.09%	New