← 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
3126	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$195K	-$7.7K	3	0.06%	Reduced
3127	AA AlphaMark Advisors Ft. Wright, Kentucky	$185K	+$92.4K	2	0.06%	Increased
3128	DP Denver PWM Denver, Colorado	$183K	+$5.27K	1	0.07%	Increased
3129	CSC Caldwell Sutter Capital Sausalito, California	$178K	-$53.8K	3	0.08%	Reduced
3130	FRM Fox Run Management Greenwich, Connecticut	$176K	-$227K	1	0.04%	Reduced
3131	TAM Tucker Asset Management Littleton, Colorado	$175K	+$4.21K	5	0.04%	Increased
3132	TF Tompkins Financial Ithaca, New York	$175K	$0	2	0.02%	Maintained
3133	OA Operose Advisors Milwaukee, Wisconsin	$171K	+$7.94K	2	0.06%	Increased
3134	PD Point72 (DIFC) Dubai, United Arab Emirates	$171K	+$175K	2	0.01%	New
3135	CPG Cornerstone Planning Group Fairfield, New Jersey	$165K	-$9.2K	3	0.04%	Reduced
3136	DF Dunhill Financial London, United Kingdom	$164K	+$43.9K	4	0.08%	Increased
3137	Wolverine Asset Management Chicago, Illinois	$164K	+$12.2K	1	0%	Increased
3138	ACA American Capital Advisory Ketchum, Idaho	$161K	+$8.29K	3	0.09%	Increased
3139	AIM Acropolis Investment Management St. Louis, Missouri	$159K	+$146K	1	0.01%	New
3140	Laurion Capital Management New York	$155K	-$47.3M	1	0%	Reduced
3141	JEST JTC Employer Solutions Trustee St Helier, Jersey	$152K	+$40K	3	0.01%	Increased
3142	FFA Frazier Financial Advisors Columbus, Ohio	$151K	-$8.05K	2	0.12%	Reduced
3143	CA Centerpoint Advisors Needham, Massachusetts	$150K	+$23K	3	0.05%	Increased
3144	PWMG Prestige Wealth Management Group Flemington, New Jersey	$149K	+$19.4K	4	0.03%	Increased
3145	HFM Hartford Financial Management Hartford, Connecticut	$149K	$0	3	0.03%	Maintained
3146	First Command Advisory Services Fort Worth, Texas	$148K	+$1.54K	1	0%	Increased
3147	BONH Bank of New Hampshire Laconia, New Hampshire	$144K	$0	2	0.04%	Maintained
3148	CAM Creekmur Asset Management Morton, Illinois	$144K	+$19.3K	3	0.03%	Increased
3149	OC Oakworth Capital Birmingham, Alabama	$144K	-$4.68K	3	0.01%	Reduced
3150	FAM Flaharty Asset Management Clearwater, Florida	$143K	+$131K	3	0.02%	New