← 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	JAM JCIC Asset Management Toronto, Ontario, Canada	$53.2K	$0	2	0.03%	Maintained
2677	EFMH E Fund Management (HK) Central, Hong Kong	$52K	-$776K	1	0.03%	Reduced
2678	RWM Raffa Wealth Management Washington, District of Columbia	$51.5K	+$928	4	0.02%	Increased
2679	ME McIlrath & Eck Arlington, Washington	$50K	-$13.6K	2	0.01%	Reduced
2680	MIM Macroview Investment Management Bethesda, Maryland	$49.7K	+$17K	2	0.07%	Increased
2681	PCTC Perkins Coie Trust Company Seattle, Washington	$48.9K	+$16.1K	2	0.01%	Increased
2682	ICM Intrepid Capital Management Jacksonville Beach, Florida	$47.9K	$0	1	0.03%	Maintained
2683	CAS Coppell Advisory Solutions Coppell, Texas	$47.2K	-$13K	3	0.02%	Reduced
2684	CFS CGC Financial Services Lake Oswego, Oregon	$45.4K	$0	2	0.03%	Maintained
2685	SIC SJS Investment Consulting Sylvania, Ohio	$43.7K	+$697	5	0.01%	Increased
2686	PCFFS Pacific Center for Financial Services San Ramon, California	$41.4K	$0	1	0.01%	Maintained
2687	TFA Transamerica Financial Advisors St. Petersburg, Florida	$41K	+$38.8K	2	0.01%	Increased
2688	Emerald Advisers Leola, Pennsylvania	$40.6K	+$43.2K	1	0%	New
2689	TCM Tradewinds Capital Management Bellingham, Washington	$39.6K	$0	4	0.01%	Maintained
2690	MHR Matthew Hamilton Rosenberg	$39.3K	$0	1	0.01%	Maintained
2691	HMS Hanseatic Management Services Albuquerque, New Mexico	$38.5K	+$648	1	0.07%	Increased
2692	PBK Peoples Bank (Kansas) Pratt, Kansas	$38.5K	+$41.1K	1	0.03%	New
2693	WTG West Tower Group Richmond, Virginia	$37.5K	+$38.2K	1	0.02%	New
2694	NIC Northwest Investment Counselors Lake Oswego, Oregon	$34.7K	$0	2	0.01%	Maintained
2695	MG MilWealth Group Milwaukee, Wisconsin	$33.5K	$0	1	0.01%	Maintained
2696	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$31.2K	-$263K	2	0.02%	Reduced
2697	SGC Slocum, Gordon & Co Newport, Rhode Island	$30.4K	$0	1	0.03%	Maintained
2698	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$30K	-$378K	1	0.01%	Reduced
2699	PK Pflug Koory Omaha, Nebraska	$29.4K	$0	1	0.02%	Maintained
2700	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$28.1K	+$5.57K	2	0.01%	Increased