← 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
2376	Hillsdale Investment Management Toronto, Ontario, Canada	$77K	+$37.4K	2	0.01%	Increased
2377	Thompson Siegel & Walmsley Richmond, Virginia	$76K	-$55.8K	1	0%	Reduced
2378	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$76K	+$2.33K	2	0.06%	Increased
2379	OA Operose Advisors Milwaukee, Wisconsin	$75K	$0	1	0.05%	Maintained
2380	ACA Atlas Capital Advisors Jackson, Wyoming	$73.8K	-$15.9K	2	0.01%	Reduced
2381	PWMG Prestige Wealth Management Group Flemington, New Jersey	$73K	-$28.9K	4	0.02%	Reduced
2382	HRC Hoertkorn Richard Charles	$72K	$0	1	0.04%	Maintained
2383	MIM Meridiem Investment Management London, United Kingdom	$72K	+$84.8K	1	0%	New
2384	AIP Almanack Investment Partners Wayne, Pennsylvania	$71K	-$85.7K	2	0.01%	Reduced
2385	GA GoalVest Advisory New York	$71K	-$684K	2	0.05%	Reduced
2386	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$71K	-$5.38K	4	0.01%	Reduced
2387	ME McIlrath & Eck Arlington, Washington	$70K	$0	2	0.02%	Maintained
2388	SIS Sound Income Strategies Ft Lauderdale, Florida	$70K	+$33.1K	4	0.01%	Increased
2389	SC Siena Capital Cincinnati, Ohio	$68K	$0	2	0.04%	Maintained
2390	MWM Mascoma Wealth Management Hanover, New Hampshire	$67K	$0	1	0.02%	Maintained
2391	TIM Tortoise Investment Management White Plains, New York	$67K	-$1.94K	2	0.01%	Reduced
2392	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$66K	+$78K	1	0.46%	New
2393	PO Private Ocean San Rafael, California	$66K	+$4.92K	3	0.01%	Increased
2394	HFM Hartford Financial Management Hartford, Connecticut	$62K	$0	3	0.02%	Maintained
2395	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$62K	$0	2	0.83%	Maintained
2396	GFPC Global Financial Private Client Sarasota, Florida	$60.6K	+$33.9K	3	0.04%	Increased
2397	CB Community Bank Dewitt, New York	$59K	+$16.5K	3	0.01%	Increased
2398	MHR Matthew Hamilton Rosenberg	$59K	+$8.82K	2	0.02%	Increased
2399	WAM WFA Asset Management Whitefish Bay, Wisconsin	$57.5K	$0	1	0.04%	Maintained
2400	KFP KB Financial Partners Princeton, New Jersey	$57K	-$90.9K	2	0.02%	Reduced