← 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
2776	FCM Fairbanks Capital Management Rancho Santa Fe, California	$700K	+$409K	1	0.41%	Increased
2777	PCM Perkins Capital Management Wayzata, Minnesota	$700K	+$971K	1	0.53%	New
2778	BF bLong Financial Memphis, Tennessee	$698K	$0	1	0.45%	Maintained
2779	HA Hanover Advisors Seneca, South Carolina	$695K	+$1.5K	1	0.25%	Increased
2780	I InterCapital Austin, Texas	$695K	-$265K	1	0.17%	Reduced
2781	DQRIM Dale Q Rice Investment Management Vancouver, Washington	$695K	+$23.5K	1	0.38%	Increased
2782	BCM Blume Capital Management Berkeley, California	$694K	+$14.7K	2	0.1%	Increased
2783	CIM Caldwell Investment Management Toronto, Ontario, Canada	$694K	$0	1	0.46%	Maintained
2784	SFG Shum Financial Group Alameda, California	$694K	+$29.5K	1	0.42%	Increased
2785	PFW Petros Family Wealth Bloomington, Minnesota	$692K	+$322K	2	0.42%	Increased
2786	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$687K	+$58.5K	2	0.05%	Increased
2787	UW Unique Wealth Clearwater, Florida	$687K	-$87.4K	2	0.08%	Reduced
2788	EAM Eschler Asset Management London, United Kingdom	$685K	$0	1	1.22%	Maintained
2789	RMC Ring Mountain Capital Tiburon, California	$685K	+$11.5K	1	0.29%	Increased
2790	DCM Delaney Capital Management Toronto,	$685K	+$769K	1	0.11%	New
2791	DFA Delta Financial Advisors New Orleans, Louisiana	$684K	-$69.8K	1	0.16%	Reduced
2792	GWM Gilpin Wealth Management Denver, Colorado	$683K	-$38.7K	3	0.47%	Reduced
2793	F4L Fortune 45 LLC Gonzales, Louisiana	$681K	+$88.3K	1	0.29%	Increased
2794	AA AlphaCentric Advisors San Juan, Puerto Rico	$681K	+$154K	2	0.58%	Increased
2795	PA Persium Advisors Atlanta, Georgia	$681K	+$115K	1	0.44%	Increased
2796	TW Traveka Wealth Los Altos, California	$681K	-$22.4K	2	0.23%	Reduced
2797	WCCM Willow Creek Capital Management Missoula, Montana	$680K	+$764K	1	0.66%	New
2798	Livforsakringsbolaget Skandia Stockholm, Sweden	$680K	$0	1	0.02%	Maintained
2799	FSA Fort Sheridan Advisors Highland Park, Illinois	$678K	+$60.9K	2	0.07%	Increased
2800	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$676K	+$146K	1	0.03%	Increased