← 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
3826	NMG New Millennium Group Sandy, Utah	$11.3K	-$1.07M	2	0.01%	Reduced
3827	LSV Asset Management Chicago, Illinois	$11K	-$136K	1	0%	Reduced
3828	MS Mizuho Securities Tokyo, Japan	$10.7K	-$46.7K	1	0.13%	Reduced
3829	STB S&T Bank Indiana, Pennsylvania	$10.4K	+$640	2	0%	Increased
3830	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$10K	+$10.4K	1	0%	New
3831	LWA Lowe Wealth Advisors Columbia, Maryland	$9.39K	$0	1	0%	Maintained
3832	GIM Gold Investment Management Edmonton, Alberta, Canada	$8.32K	$0	1	0%	Maintained
3833	Altshuler Shaham Tel Aviv, Israel	$8.01K	+$9.48K	2	0%	New
3834	CI Cordant Inc Portland, Oregon	$8K	-$55K	2	0%	Reduced
3835	BFS Bare Financial Services Gap, Pennsylvania	$7.7K	+$8.8K	3	0%	New
3836	PIS POM Investment Strategies Raleigh, North Carolina	$7.17K	-$20.4K	1	0.01%	Reduced
3837	BG Bollard Group Boston, Massachusetts	$7K	$0	1	0%	Maintained
3838	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$6.35K	-$79.9K	2	0%	Reduced
3839	SA SRH Advisors Salina, Kansas	$6.1K	-$23.8K	1	0%	Reduced
3840	SC Stephens Consulting Flint, Michigan	$5.91K	-$39.6K	2	0%	Reduced
3841	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$5.1K	-$9.95K	1	0%	Reduced
3842	RL Rogco LP Claremore, Oklahoma	$4.81K	-$6.02K	1	0%	Reduced
3843	PAS Point72 Asia (Singapore) Singapore	$4.67K	-$14.1M	1	0%	Reduced
3844	LAM Lummis Asset Management Fort Worth, Texas	$4.29K	+$622	1	0%	Increased
3845	GP Greenline Partners New York	$4.29K	+$4.74K	2	0%	New
3846	FFL Financial Freedom LLC Cincinnati, Ohio	$4.22K	$0	1	0%	Maintained
3847	PWM Parkworth Wealth Management Los Gatos, California	$4.19K	-$1.62K	4	0%	Reduced
3848	CPA Compass Planning Associates Greenfield, Massachusetts	$3.98K	$0	1	0%	Maintained
3849	YAL Your Advocates Ltd Houston, Texas	$3.98K	$0	1	0%	Maintained
3850	BFP Briaud Financial Planning College Station, Texas	$3K	$0	1	0%	Maintained