← 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
2601	BCM Basso Capital Management Stamford, Connecticut	$105K	-$150K	1	0.01%	Reduced
2602	HA Herold Advisors New York	$102K	+$101K	2	0.04%	New
2603	FTCM First Trust Capital Management Chicago, Illinois	$101K	+$100K	1	0.01%	New
2604	SC Siena Capital Cincinnati, Ohio	$101K	+$101K	2	0.06%	New
2605	SN Sittner & Nelson Eugene, Oregon	$98K	+$25.4K	2	0.06%	Increased
2606	CB Community Bank Dewitt, New York	$96K	$0	1	0.01%	Maintained
2607	HFM Hartford Financial Management Hartford, Connecticut	$94K	$0	3	0.02%	Maintained
2608	TD Ameritrade Investment Management Omaha, Nebraska	$93K	+$21.3K	1	0%	Increased
2609	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$92K	-$56K	2	0.08%	Reduced
2610	JAM JCIC Asset Management Toronto, Ontario, Canada	$90K	$0	2	0.03%	Maintained
2611	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$89K	-$51.9K	3	0.01%	Reduced
2612	FFWM Future Financial Wealth Management Cincinnati, Ohio	$86K	$0	1	0.07%	Maintained
2613	AIP Ahrens Investment Partners Lafayette, Louisiana	$85K	-$40.8K	2	0.03%	Reduced
2614	CCA Cross Creek Advisors Salt Lake City, Utah	$85K	+$133K	1	0.14%	New
2615	WAM WFA Asset Management Whitefish Bay, Wisconsin	$84.9K	$0	1	0.06%	Maintained
2616	ECM Estabrook Capital Management New York	$84.8K	$0	3	0.01%	Maintained
2617	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$84K	-$2.04K	3	0.08%	Reduced
2618	CHC City Holding Co Charleston, West Virginia	$84K	$0	2	0.01%	Maintained
2619	SC Steph & Co Marinette, Wisconsin	$84K	$0	1	0.05%	Maintained
2620	GAAM Guinness Atkinson Asset Management Pasadena, California	$81K	$0	1	0.04%	Maintained
2621	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$81K	-$4.19M	2	0.05%	Reduced
2622	ACM Adalta Capital Management New York	$80K	-$127K	2	0.04%	Reduced
2623	FA Fortis Advisors Wayne, Pennsylvania	$79K	$0	1	0.04%	Maintained
2624	TCWA Ten Capital Wealth Advisors Spokane, Washington	$77K	-$15.5K	2	0.03%	Reduced
2625	FCMT Founders Capital Management (Texas) Houston, Texas	$76K	$0	1	0.05%	Maintained