← 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
2226	TI Truehand Inc Strafford, New Hampshire	$98K	$0	1	0.06%	Maintained
2227	BCM Bourgeon Capital Management Darien, Connecticut	$96K	$0	1	0.02%	Maintained
2228	DOA D'Orazio & Associates Falls Church, Virginia	$96K	+$4.47K	1	0.03%	Increased
2229	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$93K	+$12.2K	1	0.01%	Increased
2230	AWM AllSquare Wealth Management Albany, New York	$93K	$0	1	0.06%	Maintained
2231	IRC Investors Research Corp Atlanta, Georgia	$92K	$0	2	0.04%	Maintained
2232	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$92K	+$70.1K	1	0.08%	New
2233	CWA Clearview Wealth Advisors Salem, Oregon	$91K	+$95K	2	0.06%	New
2234	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$90K	+$98.2K	2	0.03%	New
2235	BWM BerganKDV Wealth Management Bloomington, Minnesota	$90K	+$57.9K	3	0.01%	Increased
2236	Kayne Anderson Rudnick Investment Management Los Angeles, California	$90K	+$40.2K	2	0%	Increased
2237	EPM Equitec Proprietary Markets Chicago, Illinois	$89K	+$68K	1	0.02%	New
2238	AW Avion Wealth The Woodlands, Texas	$87K	+$95.1K	1	0.03%	New
2239	IF Ironwood Financial Tucson, Arizona	$87K	$0	1	0.03%	Maintained
2240	BAMG Brand Asset Management Group Chesterfield, Missouri	$85K	$0	3	0.05%	Maintained
2241	RA Reby Advisors Danbury, Connecticut	$85K	+$92.9K	1	0.02%	New
2242	PA Perennial Advisors New York	$84K	+$89.1K	2	0.03%	New
2243	GCM Gables Capital Management Miami, Florida	$82K	-$110K	1	0.05%	Reduced
2244	SIAG Safeguard Investment Advisory Group Corona, California	$82K	+$90K	1	0.07%	New
2245	Thompson Siegel & Walmsley Richmond, Virginia	$81K	$0	1	0%	Maintained
2246	HFM Hartford Financial Management Hartford, Connecticut	$79K	+$33K	2	0.02%	Increased
2247	Cohen & Steers New York	$78K	+$32.8K	1	0%	Increased
2248	AIC Archer Investment Corporation Carmel, Indiana	$77.6K	+$40.7K	2	0.04%	Increased
2249	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$77K	+$84.4K	1	0.04%	New
2250	PO Private Ocean San Rafael, California	$75K	-$9.32K	2	0.02%	Reduced