← 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
2676	DCM Disciplina Capital Management Nashville, Tennessee	$26.1K	-$46.1K	1	0.01%	Reduced
2677	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$24K	$0	1	0.01%	Maintained
2678	GSC Ground Swell Capital Folly Beach, South Carolina	$24K	+$24.9K	1	0.06%	New
2679	SAM Strategic Asset Management Rochester, Minnesota	$24K	+$6.37K	2	0.03%	Increased
2680	CTC (Chicago Trading Company) Chicago, Illinois	$21.9K	-$13.4K	1	0.01%	Reduced
2681	DAC Dividend Assets Capital Ridgeland, South Carolina	$21K	$0	1	0%	Maintained
2682	HI Hoey Investments Coatesville, Pennsylvania	$21K	-$557K	1	0.01%	Reduced
2683	PCC Park Circle Company Baltimore, Maryland	$21K	-$5.33K	2	0.02%	Reduced
2684	PK Pflug Koory Omaha, Nebraska	$20K	$0	2	0.01%	Maintained
2685	ICM Islay Capital Management Lubbock, Texas	$19K	-$70.6K	1	0.02%	Reduced
2686	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$18K	$0	3	0.01%	Maintained
2687	EIP Ellis Investment Partners Berwyn, Pennsylvania	$18K	-$43K	2	0%	Reduced
2688	FNBOSM First National Bank of South Miami South Miami, Florida	$18K	$0	1	0.01%	Maintained
2689	AP Atwood & Palmer Kansas City, Missouri	$17K	-$7.1K	2	0%	Reduced
2690	MAM McCarthy Asset Management Redwood Shores, California	$17K	-$20K	2	0.01%	Reduced
2691	NWM Nauset Wealth Management Westport, Connecticut	$17K	+$17.2K	1	0.01%	New
2692	AA AlphaMark Advisors Ft. Wright, Kentucky	$14K	$0	1	0.01%	Maintained
2693	CFG CKW Financial Group Honolulu, Hawaii	$14K	+$2.43K	1	0%	Increased
2694	TIM Tevis Investment Management Plano, Texas	$14K	+$13.3K	1	0.01%	New
2695	HF Halpern Financial Ashburn, Virginia	$13.7K	$0	1	0.01%	Maintained
2696	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$13K	+$13.5K	2	0.01%	New
2697	CI Cordant Inc Portland, Oregon	$12K	+$11.7K	4	0.01%	New
2698	PP Pacifica Partners Surrey, Canada	$12K	-$10.4K	2	0.01%	Reduced
2699	DI Disciplined Investments Tulsa, Oklahoma	$11K	+$9.01K	4	0%	Increased
2700	MFC Mechanics Financial Corp Mansfield, Ohio	$11K	$0	1	0.01%	Maintained