← 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
3701	CCM Cloud Capital Management Seattle, Washington	$90K	+$108K	2	0.06%	New
3702	Stonehage Fleming Financial Services St. Helier, Jersey	$89.7K	+$93.3K	1	0%	New
3703	EWP Elevation Wealth Partners Santa Rosa, California	$89.6K	+$2.11K	3	0.04%	Increased
3704	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$89.4K	+$22K	3	0.02%	Increased
3705	SAM Sherman Asset Management Ventura, California	$89.4K	$0	1	0.09%	Maintained
3706	EFMH E Fund Management (HK) Central, Hong Kong	$89K	-$315K	1	0.08%	Reduced
3707	CWM Centricity Wealth Management Westerville, Ohio	$88.9K	+$13.9K	3	0.08%	Increased
3708	PP Pingora Partners Wilson, Wyoming	$88.3K	$0	3	0.07%	Maintained
3709	BI Binnacle Investments Urbandale, Iowa	$87.8K	+$103K	4	0.06%	New
3710	FWM FSA Wealth Management Needham, Massachusetts	$87.1K	-$62.8K	2	0.04%	Reduced
3711	IAG Innovative Advisory Group Lexington, Massachusetts	$84.4K	$0	1	0.08%	Maintained
3712	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$84K	$0	2	0.06%	Maintained
3713	CAC Core Alternative Capital Peachtree Corners, Georgia	$81.5K	$0	2	0.02%	Maintained
3714	CWP Clark Wealth Partners O'fallon, Illinois	$81.3K	+$12K	2	0.06%	Increased
3715	HS Horan Securities Cincinnati, United States	$81.2K	+$125K	1	0.03%	New
3716	CBT Crews Bank & Trust Wauchula, Florida	$81.2K	$0	2	0.01%	Maintained
3717	CIAS CBIZ Investment Advisory Services Independence, Ohio	$80.8K	+$58.6K	3	0%	Increased
3718	HFS Horizon Financial Services Winston Salem, North Carolina	$80.5K	-$1.5K	1	0.04%	Reduced
3719	MIM Marshall Investment Management Littleton, Colorado	$79.8K	+$83.4K	2	0.05%	New
3720	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$79.5K	+$35.3K	2	0.05%	Increased
3721	CAIM Catherine Avery Investment Management Longboat Key, Florida	$75.1K	+$17.3K	3	0.07%	Increased
3722	SIM Studio Investment Management Chicago, Illinois	$74.7K	-$653K	2	0.02%	Reduced
3723	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$72.9K	+$3.37K	4	0.02%	Increased
3724	CVM Cheviot Value Management Beverly Hills, California	$72.6K	+$54.5K	2	0.01%	New
3725	KB Kimelman & Baird New York	$72.4K	+$86.7K	1	0.01%	Increased