← 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	BI Binnacle Investments Urbandale, Iowa	$101K	+$6.69K	3	0.07%	Increased
3927	ECM Estabrook Capital Management New York	$101K	$0	2	0.02%	Maintained
3928	Castle Hook Partners New York	$99K	+$85.1K	1	0%	New
3929	BGAI Bruce G. Allen Investments Denver, Colorado	$98.4K	+$40.1K	1	0.07%	Increased
3930	DF DecisionPoint Financial Mesa, Arizona	$98.1K	+$2.85K	4	0.03%	Increased
3931	HC Hurley Capital New York	$96.7K	-$1.41K	3	0.07%	Reduced
3932	GGI Godsey & Gibb Inc Richmond, Virginia	$95.8K	+$24.5K	2	0.01%	Increased
3933	KB Kimelman & Baird New York	$93.6K	$0	1	0.01%	Maintained
3934	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$93.5K	+$12.3K	3	0.03%	Increased
3935	CVM Cheviot Value Management Beverly Hills, California	$93.5K	-$10.8K	1	0.01%	Reduced
3936	CAC Core Alternative Capital Peachtree Corners, Georgia	$91.2K	-$141	2	0.02%	Reduced
3937	SAM Sherman Asset Management Ventura, California	$90.8K	$0	1	0.08%	Maintained
3938	HFS Horizon Financial Services Winston Salem, North Carolina	$87.9K	+$5.28K	2	0.05%	Increased
3939	CBT Crews Bank & Trust Wauchula, Florida	$87.5K	$0	2	0.01%	Maintained
3940	Fuller & Thaler Asset Management San Mateo, California	$84.8K	-$83.2M	1	0%	Reduced
3941	AWM Accredited Wealth Management Louisville, Kentucky	$83.6K	$0	3	0.07%	Maintained
3942	PCC Park Circle Company Baltimore, Maryland	$82.9K	$0	2	0.07%	Maintained
3943	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$81.6K	-$4.06K	2	0.02%	Reduced
3944	ME McIlrath & Eck Arlington, Washington	$81.5K	+$1.87K	3	0.01%	Increased
3945	APW Atlantic Private Wealth Chapel Hill, North Carolina	$80.7K	+$3.28K	2	0.05%	Increased
3946	SC Steph & Co Marinette, Wisconsin	$80.5K	+$38.1K	3	0.03%	Increased
3947	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$80.3K	+$1.52K	3	0.01%	Increased
3948	PCFFS Pacific Center for Financial Services San Ramon, California	$78.7K	+$1.76K	3	0.02%	Increased
3949	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$77.3K	-$364K	1	0.05%	Reduced
3950	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$75.8K	+$65.2K	1	0.01%	New