← 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
2326	Farmers & Merchants Investments Inc Lincoln, Nebraska	$203K	+$42.6K	3	0.01%	Increased
2327	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$202K	+$191K	1	0.07%	New
2328	CF Clarity Financial Houston, Texas	$201K	-$318K	1	0.04%	Reduced
2329	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$201K	+$189K	1	0.05%	New
2330	NNP Nachman Norwood & Parrott Greenville, South Carolina	$201K	+$190K	1	0.02%	New
2331	SPP Single Point Partners Boston, Massachusetts	$201K	+$189K	1	0.07%	New
2332	PGGM Investments Zeist, Netherlands	$199K	-$15.9M	1	0%	Reduced
2333	RBC Roble Belko & Company Sewickley, Pennsylvania	$198K	-$52.7K	3	0.04%	Reduced
2334	EBA Eagle Bay Advisors New York	$197K	+$176K	4	0.16%	New
2335	JWBC John W. Brooker & Co Oakland, California	$197K	$0	2	0.12%	Maintained
2336	Sumitomo Mitsui Financial Group Tokyo, Japan	$194K	-$1.16M	1	0%	Reduced
2337	TFM TFC Financial Management Boston, Massachusetts	$191K	$0	2	0.07%	Maintained
2338	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$190K	+$1.38K	1	0.26%	Increased
2339	SL Savior LLC Wellesley Hills, Massachusetts	$190K	-$28.4K	3	0.16%	Reduced
2340	ACM Anfield Capital Management Irvine, California	$184K	+$170K	3	0.07%	New
2341	MCF Advisors Covington, Kentucky	$184K	+$161K	1	0.02%	Increased
2342	HR Howe & Rusling Rochester, New York	$183K	-$601	2	0.02%	Reduced
2343	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$183K	$0	1	0.11%	Maintained
2344	BWM Baystate Wealth Management Boston, Massachusetts	$177K	+$15.2K	2	0.02%	Increased
2345	MCM Manchester Capital Management Manchester, Vermont	$174K	-$10.9K	2	0.02%	Reduced
2346	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$168K	-$19.5K	2	0.05%	Reduced
2347	Stephens Investment Management Group Houston, Texas	$166K	$0	1	0%	Maintained
2348	DOA D'Orazio & Associates Falls Church, Virginia	$165K	-$98.1K	2	0.04%	Reduced
2349	TF TimeScale Financial Danvers, Massachusetts	$163K	+$7.86K	3	0.04%	Increased
2350	WIM Westside Investment Management Santa Monica, California	$161K	+$6.92K	2	0.37%	Increased