← 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
2076	NIM Northeast Investment Management Boston, Massachusetts	$253K	-$7.78K	1	0.02%	Reduced
2077	RBC Roble Belko & Company Sewickley, Pennsylvania	$253K	+$89	3	0.07%	Increased
2078	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$252K	$0	1	0.09%	Maintained
2079	MAG MRA Advisory Group Parsippany, New Jersey	$251K	+$275K	1	0.25%	New
2080	COI Connable Office Inc Kalamazoo, Michigan	$249K	+$236K	1	0.04%	New
2081	DF Dent & Co Baltimore, Maryland	$249K	-$29.4K	1	0%	Reduced
2082	CWA Clarity Wealth Advisors San Jose, California	$248K	+$25.8K	1	0.15%	Increased
2083	Americana Partners Houston, Texas	$247K	+$18.7K	1	0.19%	Increased
2084	HWA HHM Wealth Advisors Chattanooga, Tennessee	$247K	+$4.87K	3	0.08%	Increased
2085	RFA Reilly Financial Advisors La Mesa, California	$247K	+$87.9K	4	0.02%	Increased
2086	LFA Legacy Financial Advisors Covington, Kentucky	$245K	+$46.7K	1	0.07%	Increased
2087	AssetMark Inc Concord, California	$243K	+$14.4K	2	0%	Increased
2088	Capital Advisors Inc Tulsa, Oklahoma	$243K	-$6.24K	1	0.01%	Reduced
2089	Haverford Trust Company Radnor, Pennsylvania	$243K	+$51.1K	1	0%	Increased
2090	GA GFS Advisors Houston, Texas	$242K	+$264K	1	0.06%	New
2091	HCM HMS Capital Management Nashville, Tennessee	$242K	-$379K	1	0.11%	Reduced
2092	Donaldson Capital Management Evansville, Indiana	$240K	-$64.2K	1	0.01%	Reduced
2093	BCA Bay Colony Advisors Concord, Massachusetts	$239K	+$261K	1	0.13%	New
2094	PIP Peachtree Investment Partners Indian River Shores,, Florida	$239K	+$36.5K	1	0.14%	Increased
2095	CC Caxton Corporation Princeton, New Jersey	$237K	+$259K	1	0.15%	New
2096	MIP Marietta Investment Partners Milwaukee, Wisconsin	$237K	-$5.2K	1	0.06%	Reduced
2097	RGC Roberts, Glore & Co Deerfield, Illinois	$237K	+$2.43K	1	0.08%	Increased
2098	G GenTrust Miami, Florida	$236K	+$179K	1	0.02%	New
2099	JWM Jeppson Wealth Management Manhattan Beach, California	$236K	+$486	1	0.16%	Increased
2100	NCM Noesis Capital Mangement Boca Raton, Florida	$236K	+$179K	1	0.06%	New