← 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
3976	FFA Frazier Financial Advisors Columbus, Ohio	$138K	-$8.66K	2	0.08%	Reduced
3977	GCM Gladstone Capital Management London, United Kingdom	$138K	+$140K	1	0.02%	New
3978	LAMC Longview Asset Management (California) San Rafael, California	$136K	$0	2	0.08%	Maintained
3979	BCM Barrier Capital Management San Francisco, California	$128K	-$12.1M	1	0.09%	Reduced
3980	RPA Redwood Park Advisors Redwood City, California	$127K	-$25.7K	3	0.08%	Reduced
3981	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$127K	+$29.6K	4	0.02%	Increased
3982	HC Hurley Capital New York	$126K	+$9.68K	4	0.07%	Increased
3983	OAJ Ogorek Anthony Joseph Williamsville, New York	$125K	+$7.2K	3	0.04%	Increased
3984	GGI Godsey & Gibb Inc Richmond, Virginia	$124K	$0	2	0.01%	Maintained
3985	MWM Mascoma Wealth Management Hanover, New Hampshire	$120K	-$4.58K	1	0.03%	Reduced
3986	DWM Dogwood Wealth Management Lenexa, Kansas	$120K	-$24.4K	5	0.05%	Reduced
3987	ZC Zeit Capital Greenwood Village, Colorado	$119K	+$69.7K	1	0.08%	Increased
3988	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$117K	+$19.9K	4	0.08%	Increased
3989	SC Steph & Co Marinette, Wisconsin	$117K	+$43.7K	2	0.04%	Increased
3990	KG Kilter Group Rhinebeck, New York	$116K	-$641	3	0.05%	Reduced
3991	RWM Raffa Wealth Management Washington, District of Columbia	$115K	+$9.65K	3	0.02%	Increased
3992	MSG Main Street Group Glen Allen, Virginia	$112K	+$12.3K	3	0.03%	Increased
3993	BDL Banque de Luxembourg Luxembourg	$109K	-$231K	1	0.06%	Reduced
3994	PCTC Perkins Coie Trust Company Seattle, Washington	$108K	-$70.1K	3	0.02%	Reduced
3995	DCM Disciplina Capital Management Nashville, Tennessee	$108K	+$252	2	0.01%	Increased
3996	HHGA Halbert Hargrove Global Advisors Long Beach, California	$108K	+$81.6K	4	0.01%	Increased
3997	EPW Evergreen Private Wealth Greenwood Village, Colorado	$106K	$0	3	0.04%	Maintained
3998	Magellan Asset Management Sydney, Australia	$106K	-$19.7M	1	0%	Reduced
3999	FWM FSA Wealth Management Needham, Massachusetts	$106K	-$48.6K	2	0.04%	Reduced
4000	PWM Proathlete Wealth Management Boca Raton, Florida	$105K	+$3.97K	5	0.03%	Increased