← 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
3926	BCM Berbice Capital Management Melville, New York	$23.3K	-$282K	1	0.01%	Reduced
3927	RRMM Regatta Research & Money Management Metairie, Louisiana	$23.3K	+$27.3K	1	0.02%	New
3928	NECFA New England Capital Financial Advisors Meriden, Connecticut	$22.8K	$0	3	0.01%	Maintained
3929	EIM Essex Investment Management Boston, Massachusetts	$22.6K	-$3.33M	1	0%	Reduced
3930	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$22.2K	$0	2	0%	Maintained
3931	PCA Providence Capital Advisors Charlotte, North Carolina	$20.8K	+$24.3K	2	0%	New
3932	LC Luminist Capital Grand Rapids, Michigan	$19.6K	+$22.7K	3	0.02%	New
3933	PK Pflug Koory Omaha, Nebraska	$18.8K	+$6.25K	2	0.01%	Increased
3934	Clal Insurance Tel-Aviv, Israel	$18K	-$9.26K	3	0%	Reduced
3935	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$17.9K	-$7.53K	2	0.01%	Reduced
3936	WA Whipplewood Advisors Littleton, Colorado	$17.8K	-$87.3K	4	0.01%	Reduced
3937	LGM L1 Global Manager Melbourne,	$17.7K	+$24.5K	1	0.01%	New
3938	HHGA Halbert Hargrove Global Advisors Long Beach, California	$17.1K	+$2.72K	3	0%	Increased
3939	BGAI Bruce G. Allen Investments Denver, Colorado	$17.1K	-$30.6K	1	0.01%	Reduced
3940	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$16.6K	-$1.69M	1	0.01%	Reduced
3941	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$16.5K	-$2.05K	2	0.01%	Reduced
3942	PS PayPay Securities Tokyo, Japan	$16.2K	+$8.2K	3	0.4%	Increased
3943	BA Blueline Advisors Exeter, New Hampshire	$15.9K	$0	1	0.01%	Maintained
3944	CWIG Chung Wu Investment Group Sugar Land, Texas	$15.3K	$0	3	0.01%	Maintained
3945	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$15K	+$10.2K	1	0%	Increased
3946	CF Collier Financial Denver, Colorado	$14.9K	$0	1	0.01%	Maintained
3947	CI Cordant Inc Portland, Oregon	$14.8K	+$17.2K	1	0.01%	New
3948	BAMCO Inc New York	$14.3K	-$15.8M	1	0%	Reduced
3949	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$14.2K	-$9.32K	2	0.01%	Reduced
3950	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$13.7K	+$472	2	0.01%	Increased