← 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
1776	PC Permanens Capital New York	$183K	-$130K	1	0.07%	Reduced
1777	RIM Rockbridge Investment Management Syracuse, New York	$170K	+$152K	2	0.04%	New
1778	MCM Manchester Capital Management Manchester, Vermont	$165K	$0	1	0.02%	Maintained
1779	AIM Anchor Investment Management Columbia, South Carolina	$164K	+$46.2K	2	0.04%	Increased
1780	SL Savior LLC Wellesley Hills, Massachusetts	$159K	-$3.88K	2	0.2%	Reduced
1781	AP Arlington Partners Birmingham, Alabama	$158K	-$5.53K	1	0.09%	Reduced
1782	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$158K	-$8.33K	2	0.04%	Reduced
1783	Arax Advisory Partners Denver, Colorado	$154K	-$640	2	0.03%	Reduced
1784	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$154K	+$9.82K	3	0.03%	Increased
1785	ANBT American National Bank & Trust Wichita Falls, Texas	$150K	$0	1	0.05%	Maintained
1786	PMFA Plante Moran Financial Advisors Southfield, Michigan	$150K	+$53.7K	2	0.06%	Increased
1787	SC Solstein Capital Menlo Park, California	$145K	$0	3	0.34%	Maintained
1788	SLF Sun Life Financial Toronto, Ontario, Canada	$144K	-$16	2	0.03%	Reduced
1789	Cohen & Steers New York	$142K	-$329K	1	0%	Reduced
1790	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$140K	$0	1	0.13%	Maintained
1791	RFA Reilly Financial Advisors La Mesa, California	$138K	+$18.7K	2	0.02%	Increased
1792	BFC Bedel Financial Consulting Indianapolis, Indiana	$136K	$0	1	0.07%	Maintained
1793	DSC Duncker Streett & Co St. Louis, Missouri	$136K	+$35.3K	2	0.03%	Increased
1794	SMG Spectrum Management Group Indianapolis, Indiana	$136K	$0	2	0.03%	Maintained
1795	AIM AIA Investment Management Singapore	$135K	+$118K	1	0.03%	New
1796	LWA Lenox Wealth Advisors New York	$135K	-$19.5K	2	0.02%	Reduced
1797	PIMG Patriot Investment Management Group Knoxville, Tennessee	$135K	+$121K	1	0.02%	New
1798	FWM Focused Wealth Management Newburgh, New York	$131K	$0	1	0.03%	Maintained
1799	Hillsdale Investment Management Toronto, Ontario, Canada	$131K	-$23.6K	1	0.01%	Reduced
1800	SIA SeaBridge Investment Advisors Summit, New Jersey	$127K	+$35.3K	1	0.05%	Increased