← 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
3251	BMC Bear Mountain Capital Seattle, Washington	$2.81K	-$23.8K	1	0%	Reduced
3252	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$2.63K	$0	2	0%	Maintained
3253	CC Cypress Capital Franklin, Tennessee	$2.57K	+$2.68K	1	0%	New
3254	RL Rogco LP Claremore, Oklahoma	$2.53K	$0	1	0%	Maintained
3255	MFG Mendota Financial Group Madison, Wisconsin	$1.8K	-$2.29K	1	0%	Reduced
3256	IC Innealta Capital Austin, Texas	$1.55K	+$2.11K	1	0%	New
3257	PCM Perritt Capital Management Chicago, Illinois	$1.29K	$0	1	0%	Maintained
3258	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.29K	+$1.34K	1	0%	New
3259	FFL Financial Freedom LLC Cincinnati, Ohio	$1.27K	$0	1	0%	Maintained
3260	HFS HBC Financial Services Seattle, Washington	$1K	$0	2	0%	Maintained
3261	KB Kimelman & Baird New York	$787	+$734	1	0%	New
3262	IA IFS Advisors Overland Park, Kansas	$771	$0	1	0%	Maintained
3263	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$302	$0	1	0%	Maintained
3264	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$99	$0	1	0%	Maintained
3265	EAM Eukles Asset Management Cincinnati, Ohio	$51	$0	1	0%	Maintained
3266	1WM 1900 Wealth Management San Antonio, Texas	$0	-$257K	0	–	Closed
3267	AWP Abacus Wealth Partners Santa Monica, California	$0	-$250K	0	–	Closed
3268	AFG ABLE Financial Group Scottsdale, Arizona	$0	-$256K	0	–	Closed
3269	AAG Accordant Advisory Group Annapolis, Maryland	$0	-$164K	0	–	Closed
3270	AGA Accuvest Global Advisors Provo, Utah	$0	-$3.43M	0	–	Closed
3271	Advent Capital Management New York	$0	-$3.01M	0	–	Closed
3272	Advent International Boston, Massachusetts	$0	-$11.6M	0	–	Closed
3273	ARC Advisor Resource Council Dallas, Texas	$0	-$972K	0	–	Closed
3274	ACA Affinity Capital Advisors Berkeley, California	$0	-$217K	0	–	Closed
3275	AFS AFG Fiduciary Services Hingham, Massachusetts	$0	-$202K	0	–	Closed