← 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
2426	TIM Tortoise Investment Management White Plains, New York	$66K	+$29.7K	2	0.01%	Increased
2427	TI Truehand Inc Strafford, New Hampshire	$65K	$0	1	0.04%	Maintained
2428	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$62K	+$67.2K	1	0%	New
2429	Altshuler Shaham Tel Aviv, Israel	$61K	+$83.1K	2	0%	Increased
2430	KIG Kessler Investment Group Columbus, Indiana	$61K	$0	1	0.05%	Maintained
2431	TVWM Tower View Wealth Management Shorewood, Wisconsin	$60K	$0	1	0.03%	Maintained
2432	RWM Raffa Wealth Management Washington, District of Columbia	$58.7K	-$171K	3	0.02%	Reduced
2433	Benjamin Edwards Inc Clayton, Missouri	$57K	+$26.9K	1	0.04%	Increased
2434	AWM Activest Wealth Management Aventure, Florida	$56K	+$4.75K	2	0.04%	Increased
2435	SN Sittner & Nelson Eugene, Oregon	$56K	$0	1	0.04%	Maintained
2436	CHC City Holding Co Charleston, West Virginia	$55K	$0	1	0.01%	Maintained
2437	VCM Vigilant Capital Management Portland, Maine	$55K	$0	1	0%	Maintained
2438	HFS HBC Financial Services Seattle, Washington	$51K	-$1.8K	3	0.03%	Reduced
2439	Stonehage Fleming Financial Services St. Helier, Jersey	$51K	+$55K	1	0%	New
2440	TC Tacita Capital Toronto, Ontario, Canada	$51K	+$40.1K	2	0.03%	Increased
2441	KFS Kelly Financial Services Braintree, Massachusetts	$49.1K	-$16.8K	3	0.03%	Reduced
2442	APC Aspire Private Capital Cornelius, North Carolina	$49K	$0	1	0.02%	Maintained
2443	MWC MBM Wealth Consultants Chesterfield, Missouri	$49K	+$8.62K	2	0.02%	Increased
2444	PWP Personal Wealth Partners Bloomington, Minnesota	$48K	+$44.9K	1	0.02%	New
2445	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$46K	$0	2	0.01%	Maintained
2446	SWM Sugarloaf Wealth Management Duluth, Georgia	$46K	+$19.3K	5	0.01%	Increased
2447	HS Horan Securities Cincinnati, United States	$44K	+$38.5K	2	0.03%	New
2448	DCM Disciplina Capital Management Nashville, Tennessee	$42.3K	+$5.58K	1	0.01%	Increased
2449	TC Trust Company Manhattan, Kansas	$42K	$0	1	0.03%	Maintained
2450	NR Newfound Research Wellesley Hills, Massachusetts	$41K	+$1.52K	1	0.08%	Increased