← 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
1826	RMC Resources Management Corp West Hartford, Connecticut	$87K	$0	1	0.02%	Maintained
1827	GFPC Global Financial Private Client Sarasota, Florida	$85.2K	-$39.4K	1	0.07%	Reduced
1828	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$85.1K	+$76K	2	0.06%	New
1829	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$84K	$0	1	0.03%	Maintained
1830	MWP Meridian Wealth Partners Exton, Pennsylvania	$84K	-$337	2	0.05%	Reduced
1831	TI Truehand Inc Strafford, New Hampshire	$82K	+$74.1K	1	0.06%	New
1832	AAIM Asset Advisors Investment Management Augusta, Georgia	$81K	+$70.6K	1	0.01%	New
1833	ATC Adirondack Trust Company Saratoga Springs, New York	$80K	$0	1	0.05%	Maintained
1834	Wolverine Asset Management Chicago, Illinois	$80K	+$71.7K	2	0%	New
1835	HR Howe & Rusling Rochester, New York	$79K	+$25.7K	2	0.01%	Increased
1836	SWM Selective Wealth Management Forest, Virginia	$79K	+$50.5K	2	0.07%	Increased
1837	DAM Delta Asset Management Memphis, Tennessee	$78K	$0	2	0.01%	Maintained
1838	PGAM Princeton Global Asset Management Princeton, New Jersey	$78K	$0	1	0.02%	Maintained
1839	JWM Janiczek Wealth Management Denver, Colorado	$76K	+$34.4K	2	0.04%	Increased
1840	WOC West Oak Capital Westlake Village, California	$76K	$0	2	0.04%	Maintained
1841	IRC Investors Research Corp Atlanta, Georgia	$75K	+$16.9K	2	0.04%	Increased
1842	PA Perennial Advisors New York	$74K	+$66.3K	2	0.03%	New
1843	IF Ironwood Financial Tucson, Arizona	$73K	-$41.1K	1	0.04%	Reduced
1844	Thompson Siegel & Walmsley Richmond, Virginia	$70K	-$3.71K	1	0%	Reduced
1845	EWP Engrave Wealth Partners The Woodlands, Texas	$67K	+$20.9K	2	0.06%	Increased
1846	AFS Aft Forsyth & Sober Valrico, Florida	$66K	+$59K	1	0.47%	New
1847	CWM Campbell Wealth Management Alexandria, Virginia	$65K	+$58.1K	1	0.01%	New
1848	TF TimeScale Financial Danvers, Massachusetts	$65K	+$10.6K	2	0.02%	Increased
1849	BG Bollard Group Boston, Massachusetts	$62K	+$55.6K	1	0%	New
1850	PCTC Perkins Coie Trust Company Seattle, Washington	$61K	$0	1	0.03%	Maintained