← 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
2251	BG Bollard Group Boston, Massachusetts	$73K	$0	1	0%	Maintained
2252	PCTC Perkins Coie Trust Company Seattle, Washington	$73K	$0	1	0.02%	Maintained
2253	CB Community Bank Dewitt, New York	$70K	$0	1	0.01%	Maintained
2254	Larson Financial Group St Louis, Missouri	$70K	+$17.1K	3	0.02%	Increased
2255	EC Estate Counselors Thiensville, Wisconsin	$69K	+$74.9K	1	0.01%	New
2256	HHGC Hunting Hill Global Capital New York	$69K	+$52.3K	1	0.03%	New
2257	PHAM Portland Hill Asset Management London, United Kingdom	$69K	+$75.6K	1	0.05%	New
2258	FCMT Founders Capital Management (Texas) Houston, Texas	$67K	+$73K	1	0.05%	New
2259	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$64K	+$17.3K	3	0.04%	Increased
2260	JAM JCIC Asset Management Toronto, Ontario, Canada	$64K	+$37.2K	1	0.03%	Increased
2261	PS Planned Solutions Folsom, California	$64K	+$55.6K	3	0.05%	Increased
2262	CYG Clean Yield Group Norwich, Vermont	$63K	$0	1	0.02%	Maintained
2263	TCWA Ten Capital Wealth Advisors Spokane, Washington	$63K	+$62.7K	3	0.02%	New
2264	AWM Avondale Wealth Management West Lake Hills, Texas	$62K	$0	2	0.07%	Maintained
2265	SIM Seaview Investment Managers Miami, Florida	$62K	+$8.51K	1	0.04%	Increased
2266	RCG Rock Creek Group Washington, District of Columbia	$57K	-$108K	1	0.02%	Reduced
2267	TVWM Tower View Wealth Management Shorewood, Wisconsin	$57K	$0	1	0.03%	Maintained
2268	FWM FSA Wealth Management Needham, Massachusetts	$56K	+$60.8K	1	0.03%	New
2269	KIG Kessler Investment Group Columbus, Indiana	$56K	$0	1	0.06%	Maintained
2270	EIP Ellis Investment Partners Berwyn, Pennsylvania	$55K	$0	1	0.02%	Maintained
2271	NR Newfound Research Wellesley Hills, Massachusetts	$55K	-$20K	1	0.14%	Reduced
2272	FCB First Command Bank Fort Worth, Texas	$54K	+$19.9K	1	0.01%	Increased
2273	FCFS First Command Financial Services Fort Worth, Texas	$54K	+$19.9K	1	0.01%	Increased
2274	RWG Regal Wealth Group Seal Beach, California	$54K	+$59.1K	1	0.03%	New
2275	LGA Lebenthal Global Advisors Hauppauge, New York	$51K	+$54K	2	0.04%	New