← 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
3801	HPBT Hickory Point Bank & Trust Decatur, Illinois	$108K	+$27.7K	4	0.07%	Increased
3802	PMFA Plante Moran Financial Advisors Southfield, Michigan	$108K	+$34.7K	3	0.01%	Increased
3803	KG Kilter Group Rhinebeck, New York	$107K	+$5.47K	5	0.04%	Increased
3804	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$106K	$0	2	0.02%	Maintained
3805	TCM Timbuktu Capital Management Boston, Massachusetts	$105K	+$118K	1	0.16%	New
3806	OAJ Ogorek Anthony Joseph Williamsville, New York	$105K	+$1.23K	3	0.03%	Increased
3807	DF DecisionPoint Financial Mesa, Arizona	$104K	-$7.4K	6	0.02%	Reduced
3808	MIM Marshall Investment Management Littleton, Colorado	$103K	-$12.7K	3	0.04%	Reduced
3809	BMC Bear Mountain Capital Seattle, Washington	$102K	-$22.9K	2	0.03%	Reduced
3810	BW Bravera Wealth Bismarck, North Dakota	$98.1K	-$8.73K	3	0.04%	Reduced
3811	FCMT Founders Capital Management (Texas) Houston, Texas	$98K	+$16.2K	4	0.04%	Increased
3812	PF PlanVest Financial Gaithersburg, Maryland	$97.6K	$0	3	0.07%	Maintained
3813	SA Seneschal Advisors Tacoma, Washington	$97.3K	+$32.2K	3	0.07%	Increased
3814	FWS FinDec Wealth Services Stockton, California	$97K	+$116K	1	0.11%	New
3815	FFA Frazier Financial Advisors Columbus, Ohio	$95.2K	-$74.1K	3	0.05%	Reduced
3816	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$95.1K	+$16.6K	3	0.06%	Increased
3817	SFS Sunrise Financial Services Burien, Washington	$92.9K	+$3.44K	3	0.06%	Increased
3818	KPP Kings Path Partners Sugar Land, Texas	$92.4K	$0	3	0.02%	Maintained
3819	JAM JCIC Asset Management Toronto, Ontario, Canada	$90.2K	$0	2	0.03%	Maintained
3820	CFM Cornerstone Financial Management Burlington, Massachusetts	$89.8K	+$34.5K	4	0.07%	Increased
3821	PFO Pioneer Family Office North Miami Beach, Florida	$89.3K	+$69.5K	3	0.05%	Increased
3822	CAM Chesapeake Asset Management New York	$88.3K	+$65.8K	3	0.07%	Increased
3823	CWM Copia Wealth Management Bend, Oregon	$84.2K	+$6.28K	2	0.05%	Increased
3824	MI Markowski Investments Tampa, Florida	$84K	+$96.7K	4	0.02%	New
3825	RFA Reyes Financial Architecture San Diego, California	$83.7K	-$866	2	0.05%	Reduced