← 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	ATC Adirondack Trust Company Saratoga Springs, New York	$183K	+$2.48K	1	0.09%	Increased
2252	KI Kapitalo Investimentos Sao Paulo, Brazil	$182K	-$551K	1	0.14%	Reduced
2253	PCM Princeton Capital Management Red Bank, New Jersey	$178K	+$25.9K	1	0.08%	Increased
2254	CFD Creative Financial Designs Kokomo, Indiana	$177K	-$492K	3	0.03%	Reduced
2255	OC Oakworth Capital Birmingham, Alabama	$176K	+$7.28K	3	0.02%	Increased
2256	CCFM Clear Creek Financial Management Silverdale, Washington	$170K	-$15.5K	1	0.04%	Reduced
2257	FPFS First Personal Financial Services Charlotte, North Carolina	$167K	-$18K	2	0.05%	Reduced
2258	GMA Glassy Mountain Advisors Bethesda, Maryland	$166K	+$183K	1	0.09%	New
2259	CHC City Holding Co Charleston, West Virginia	$163K	$0	2	0.03%	Maintained
2260	SL Sonnipe Ltd Douglas, Isle Of Man	$161K	+$168K	3	0.03%	New
2261	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$161K	+$171K	2	0.23%	New
2262	JIC Joel Isaacson & Co New York	$159K	+$485	1	0.01%	Increased
2263	NSIM North Star Investment Management Chicago, Illinois	$158K	-$4.61K	3	0.01%	Reduced
2264	IWN Independent Wealth Network Urbandale, Iowa	$158K	+$1.99K	1	0.11%	Increased
2265	AGM Alpine Global Management New York	$157K	+$165K	2	0.05%	New
2266	Mondrian Investment Partners London, United Kingdom	$156K	+$172K	1	0%	New
2267	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$156K	+$184K	1	0.09%	New
2268	FRA Front Row Advisors Tiburon, California	$154K	-$23.7K	3	0.08%	Reduced
2269	FCM Fairbanks Capital Management Rancho Santa Fe, California	$148K	$0	1	0.13%	Maintained
2270	CT Colonial Trust Spartanburg, South Carolina	$147K	+$158K	2	0.04%	New
2271	PIMG Patriot Investment Management Group Knoxville, Tennessee	$147K	+$16.8K	1	0.01%	Increased
2272	BAM Bellevue Asset Management Bellevue, Washington	$147K	-$1.46K	3	0.11%	Reduced
2273	AWM AllSquare Wealth Management Albany, New York	$141K	-$60.6K	3	0.1%	Reduced
2274	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$141K	+$11.4K	5	0.21%	Increased
2275	PMFA Plante Moran Financial Advisors Southfield, Michigan	$140K	-$21K	3	0.02%	Reduced