← 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
2276	CBT CoreFirst Bank & Trust Topeka, Kansas	$333K	$0	1	0.23%	Maintained
2277	PFA Pathway Financial Advisors South Burlington, Vermont	$333K	+$8.18K	1	0.12%	Increased
2278	CCA Cobblestone Capital Advisors Rochester, New York	$331K	$0	1	0.02%	Maintained
2279	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$330K	+$74.9K	1	0.03%	Increased
2280	WWP Waypoint Wealth Partners Mill Valley, California	$330K	-$35.1K	1	0.12%	Reduced
2281	Heritage Wealth Advisors Richmond, Virginia	$328K	-$59.4K	2	0.02%	Reduced
2282	SC Sierra Capital Miami, Florida	$328K	-$38.7K	3	0.05%	Reduced
2283	SOS Silver Oak Securities Jackson, Tennessee	$327K	+$357K	1	0.07%	New
2284	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$325K	-$16.1K	1	0.17%	Reduced
2285	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$325K	-$164K	1	0.14%	Reduced
2286	CPO Cerity Partners OCIO New York	$322K	-$204K	1	0.01%	Reduced
2287	GJIC Gamble Jones Investment Counsel Pasadena, California	$322K	-$194K	1	0.02%	Reduced
2288	PP Pegasus Partners Mequon, Wisconsin	$322K	-$4.74K	1	0.06%	Reduced
2289	MCM Mengis Capital Management Portland, Oregon	$320K	-$4.74K	1	0.06%	Reduced
2290	FFG Ford Financial Group Fresno, California	$319K	+$49.9K	1	0.12%	Increased
2291	&Partners Nashville, Tennessee	$319K	+$40.9K	1	0.18%	Increased
2292	QCIG Quad-Cities Investment Group Davenport, Iowa	$319K	+$10.8K	1	0.2%	Increased
2293	NME Notis-McConarty Edward	$318K	$0	1	0.11%	Maintained
2294	CWM Chesapeake Wealth Management Williamsburg, Virginia	$317K	-$25.8K	1	0.12%	Reduced
2295	GG Golden Green Seneca, South Carolina	$317K	-$519K	1	0.26%	Reduced
2296	LDB Lee, Danner & Bass Nashville, Tennessee	$316K	+$320K	1	0.03%	New
2297	MCF Advisors Covington, Kentucky	$316K	+$308K	3	0.03%	New
2298	ACA Affinity Capital Advisors Berkeley, California	$315K	+$134K	1	0.1%	Increased
2299	JCM Janney Capital Management Pittsburgh, Pennsylvania	$315K	+$19.6K	1	0.02%	Increased
2300	LIM Leavell Investment Management Mobile, Alabama	$315K	-$639K	1	0.02%	Reduced