← 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
2526	NSIM North Star Investment Management Chicago, Illinois	$405K	+$29.4K	3	0.03%	Increased
2527	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$404K	-$4.53K	1	0.04%	Reduced
2528	JCM Jacobsen Capital Management Salt Lake City, Utah	$404K	+$6.11K	1	0.2%	Increased
2529	PFA Pathway Financial Advisors South Burlington, Vermont	$403K	$0	1	0.12%	Maintained
2530	OWM OneAscent Wealth Management Birmingham, Alabama	$403K	-$43.9K	1	0.16%	Reduced
2531	BCG BayBridge Capital Group Pleasanton, California	$402K	+$427K	1	0.37%	New
2532	PMFA Plante Moran Financial Advisors Southfield, Michigan	$401K	+$147K	3	0.04%	Increased
2533	CSB City State Bank Norwalk, Iowa	$401K	+$990	4	0.2%	Increased
2534	MSA Marino Stram & Associates Braintree, Massachusetts	$400K	+$2.26K	1	0.1%	Increased
2535	FH FWG Holdings Winter Park, Florida	$399K	-$61.8K	1	0.24%	Reduced
2536	HGA Hobbs Group Advisors Columbia, South Carolina	$399K	+$414K	2	0.18%	New
2537	LDB Lee, Danner & Bass Nashville, Tennessee	$399K	$0	1	0.03%	Maintained
2538	AWM AllSquare Wealth Management Albany, New York	$398K	+$63.5K	3	0.24%	Increased
2539	RIS Retirement Income Solutions Ann Arbor, Michigan	$397K	$0	1	0.1%	Maintained
2540	FP Financial Perspectives Minneapolis, Minnesota	$397K	+$1.08K	4	0.16%	Increased
2541	LOIM Liberty One Investment Management Libertyville, Illinois	$396K	-$14.2K	2	0.05%	Reduced
2542	ACM Ategra Capital Management Vienna, Virginia	$395K	-$85.3K	1	0.17%	Reduced
2543	FCM Fairbanks Capital Management Rancho Santa Fe, California	$395K	$0	1	0.28%	Maintained
2544	PCMC Private Capital Management (Colorado) Denver, Colorado	$394K	+$28.7K	1	0.1%	Increased
2545	Advisory Alpha Holland, Michigan	$394K	+$12K	1	0.02%	Increased
2546	Cohen & Steers New York	$394K	-$92K	2	0%	Reduced
2547	RFS Richardson Financial Services Medway, Massachusetts	$394K	+$339K	1	0.35%	New
2548	HT Headlands Technologies Chicago, Illinois	$394K	+$172K	3	0.12%	Increased
2549	RIM Rockbridge Investment Management Syracuse, New York	$392K	+$365K	3	0.06%	New
2550	CFM Capricorn Fund Managers London, United Kingdom	$392K	+$407K	1	0.22%	New