← 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
4076	PMIM Prudent Man Investment Management Louisville, Colorado	$35.2K	$0	1	0.01%	Maintained
4077	PP PFS Partners Mine Hill, New Jersey	$34.6K	$0	3	0.02%	Maintained
4078	EF Entrust Financial Wayne, Pennsylvania	$34.2K	+$11.1K	1	0.02%	Increased
4079	CIAS CBIZ Investment Advisory Services Independence, Ohio	$34.1K	-$124K	3	0%	Reduced
4080	MS Monetary Solutions Dayton, Ohio	$34.1K	$0	2	0.03%	Maintained
4081	RF Robinswood Financial Kirkland, Washington	$33.5K	-$2.94K	3	0.01%	Reduced
4082	Clal Insurance Tel-Aviv, Israel	$33K	-$1.42K	2	0%	Reduced
4083	RIAS Rachor Investment Advisory Services Linden, Michigan	$31.2K	-$1.14K	3	0.02%	Reduced
4084	NIG NFJ Investment Group Dallas, Texas	$30.8K	-$66.8M	1	0%	Reduced
4085	BA Ballast Advisors Woodbury, Minnesota	$30.6K	+$32.3K	2	0.01%	New
4086	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$30.1K	+$15.5K	3	0.01%	Increased
4087	PP Pacifica Partners Surrey, Canada	$30.1K	-$207	2	0.01%	Reduced
4088	CFG Clayton Financial Group St. Louis, Missouri	$30.1K	-$7.9K	3	0.02%	Reduced
4089	MAM Marquette Asset Management Minneapolis, Minnesota	$28.6K	+$23.8K	4	0%	Increased
4090	Altshuler Shaham Tel Aviv, Israel	$28.6K	-$2.06K	3	0%	Reduced
4091	NECFA New England Capital Financial Advisors Meriden, Connecticut	$28.3K	-$5.35K	3	0.01%	Reduced
4092	AAG Accordant Advisory Group Annapolis, Maryland	$28K	+$31.1K	1	0.02%	New
4093	PFO Pioneer Family Office North Miami Beach, Florida	$27.5K	+$12.9K	1	0.02%	Increased
4094	CAM Chesapeake Asset Management New York	$26.9K	-$234K	2	0.02%	Reduced
4095	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$26.8K	+$811	3	0.02%	Increased
4096	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$26.6K	-$3.99K	2	0.01%	Reduced
4097	DCM Dorato Capital Management Denver, Colorado	$25.8K	$0	1	0.02%	Maintained
4098	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$25.7K	+$19.3K	2	0.01%	Increased
4099	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$22.3K	-$3.24K	3	0.02%	Reduced
4100	BDL Banque de Luxembourg Luxembourg	$20.9K	-$72.1K	1	0.01%	Reduced