← 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
2401	ACM Antonetti Capital Management Naples, Florida	$50.7K	-$29.5K	2	0.07%	Reduced
2402	UCB United Community Bank Greenville, South Carolina	$49.6K	+$54.6K	1	0.05%	New
2403	AA Addison Advisors Middlebury, Vermont	$49.6K	+$20.9K	2	0.03%	Increased
2404	CB Community Bank Dewitt, New York	$49.5K	-$6K	2	0.01%	Reduced
2405	ECM Estabrook Capital Management New York	$47.8K	$0	2	0.01%	Maintained
2406	CAS Coppell Advisory Solutions Coppell, Texas	$47.2K	+$49.8K	3	0.02%	New
2407	CASC Coppell Advisory Solutions Corp Coppell, Texas	$47.2K	+$49.8K	3	0.02%	New
2408	MFG Mendota Financial Group Madison, Wisconsin	$47K	+$51.5K	2	0.06%	New
2409	TAM Tucker Asset Management Littleton, Colorado	$46.5K	+$334	3	0.02%	Increased
2410	TIM Tortoise Investment Management White Plains, New York	$46.4K	-$18.8K	2	0.01%	Reduced
2411	MHR Matthew Hamilton Rosenberg	$44.9K	-$9.25K	2	0.02%	Reduced
2412	WBC West Branch Capital Amherst, Massachusetts	$44.9K	-$1.16M	3	0.03%	Reduced
2413	AAMA Advanced Asset Management Advisors Dublin, Ohio	$44.4K	+$49.7K	2	0.01%	New
2414	CA Centerpoint Advisors Needham, Massachusetts	$44K	+$13.8K	3	0.02%	Increased
2415	HWA HHM Wealth Advisors Chattanooga, Tennessee	$44K	-$5.89K	4	0.01%	Reduced
2416	3IP 3Chopt Investment Partners Richmond, Virginia	$43.6K	+$48K	1	0.02%	New
2417	FMP Financial Management Professionals Austin, Texas	$43K	+$19.8K	4	0.01%	Increased
2418	CAL Capital Advisors Ltd Shaker Heights, Ohio	$42K	+$83.3K	4	0.01%	Increased
2419	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$42K	-$5.87K	3	0.04%	Reduced
2420	PHAM Portland Hill Asset Management London, United Kingdom	$41K	$0	1	0.11%	Maintained
2421	FCMT Founders Capital Management (Texas) Houston, Texas	$40K	$0	1	0.03%	Maintained
2422	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$39.8K	+$7.03K	2	0.02%	Increased
2423	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$39.8K	+$40.2K	2	0.02%	New
2424	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$39.2K	-$10.9K	2	0.01%	Reduced
2425	BC Barrett & Company Providence, Rhode Island	$38.8K	$0	3	0.03%	Maintained