← 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
3576	CIP Champlain Investment Partners Burlington, Vermont	$308K	+$283K	1	0%	New
3577	CCM Chaney Capital Management Lynnwood, Washington	$308K	-$30.2K	1	0.12%	Reduced
3578	FAM Forte Asset Management Bedford, New York	$307K	$0	1	0.16%	Maintained
3579	CWM Cedar Wealth Management Walnut Creek, California	$307K	$0	2	0.1%	Maintained
3580	CF Crosspoint Financial Tustin, California	$307K	+$264K	1	0.82%	New
3581	NWA Navis Wealth Advisors Rye Brook, New York	$307K	+$264K	1	0.26%	New
3582	CG Corundum Group Colorado Springs, Colorado	$306K	-$44.3K	1	0.14%	Reduced
3583	VC Vestor Capital Chicago, Illinois	$306K	+$440K	3	0.02%	Increased
3584	ACM Alta Capital Management Salt Lake City, Utah	$305K	+$299K	1	0.02%	New
3585	DSA Droms Strauss Advisors St. Louis, Missouri	$305K	-$44.6K	1	0.09%	Reduced
3586	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$304K	+$45.2K	1	0.05%	Increased
3587	HP Hilltop Partners Mishawaka, Indiana	$304K	+$262K	1	0.09%	New
3588	HA Helium Advisors Everett, Washington	$304K	-$3.74K	1	0.19%	Reduced
3589	API Asset Planning Inc Cypress, California	$302K	+$11.7K	3	0.23%	Increased
3590	FCM Fogel Capital Management Stuart, Florida	$302K	+$260K	1	0.16%	New
3591	RBC Roble Belko & Company Sewickley, Pennsylvania	$302K	-$19.1K	3	0.04%	Reduced
3592	BI Bramshill Investments Naples, Florida	$302K	-$35.8K	1	0.03%	Reduced
3593	DAM Delta Asset Management Memphis, Tennessee	$301K	-$49.7K	4	0.03%	Reduced
3594	LIA Limestone Investment Advisors New York	$300K	+$258K	1	0.03%	New
3595	SCM Sage Capital Management Stockton, New Jersey	$300K	+$258K	1	0.14%	New
3596	LPP Life Planning Partners Jacksonville, Florida	$300K	+$258K	1	0.24%	New
3597	SFC Strategic Financial Concepts San Antonio, Texas	$300K	+$35.8K	1	0.04%	Increased
3598	AT Arlington Trust Birmingham, Alabama	$299K	-$5.99K	3	0.06%	Reduced
3599	EPAM Evelyn Partners Asset Management London,	$299K	$0	2	0.08%	Maintained
3600	SMG Smart Money Group Eastland, Texas	$299K	+$257K	1	0.09%	New