← 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
2001	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$107K	+$89.8K	2	0.06%	Increased
2002	AWM AllSquare Wealth Management Albany, New York	$105K	-$10.9K	1	0.08%	Reduced
2003	ATC Adirondack Trust Company Saratoga Springs, New York	$104K	$0	1	0.07%	Maintained
2004	TF TimeScale Financial Danvers, Massachusetts	$104K	+$23.2K	2	0.03%	Increased
2005	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$101K	-$21.9K	1	0.04%	Reduced
2006	HI Hudock Inc Williamsport, Pennsylvania	$100K	+$21.9K	3	0.04%	Increased
2007	DAM Delta Asset Management Memphis, Tennessee	$99K	$0	2	0.01%	Maintained
2008	IF Ironwood Financial Tucson, Arizona	$98K	$0	1	0.05%	Maintained
2009	Altshuler Shaham Tel Aviv, Israel	$97K	-$498K	2	0%	Reduced
2010	IRC Investors Research Corp Atlanta, Georgia	$97K	$0	2	0.05%	Maintained
2011	MCM Mason Capital Management New York	$95K	+$95K	1	0.01%	New
2012	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$92K	-$62K	1	0.01%	Reduced
2013	Thompson Siegel & Walmsley Richmond, Virginia	$92K	-$2.41K	1	0%	Reduced
2014	SWM Selective Wealth Management Forest, Virginia	$88K	-$14.3K	1	0.07%	Reduced
2015	FFA Founders Financial Alliance Raleigh, North Carolina	$87K	+$76.4K	2	0.05%	New
2016	LOIM Liberty One Investment Management Libertyville, Illinois	$86K	+$33.9K	1	0.02%	Increased
2017	BG Bollard Group Boston, Massachusetts	$83K	$0	1	0%	Maintained
2018	PO Private Ocean San Rafael, California	$83K	+$10.7K	2	0.02%	Increased
2019	PCTC Perkins Coie Trust Company Seattle, Washington	$82K	$0	1	0.03%	Maintained
2020	NR Newfound Research Wellesley Hills, Massachusetts	$81K	+$72.7K	2	0.23%	New
2021	BAMG Brand Asset Management Group Chesterfield, Missouri	$79K	+$4.75K	3	0.05%	Increased
2022	CB Community Bank Dewitt, New York	$79K	-$184K	1	0.01%	Reduced
2023	C Cerebellum San Francisco, California	$78K	-$497K	2	0.36%	Reduced
2024	CYG Clean Yield Group Norwich, Vermont	$71K	$0	1	0.03%	Maintained
2025	HCP Hexagon Capital Partners Rogers, Arkansas	$66K	+$62.8K	1	0.02%	New