← 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
701	Shelton Capital Management Denver, Colorado	$513K	+$17.4K	1	0.04%	Increased
702	Bessemer Group Woodbridge, New Jersey	$509K	+$29.1K	2	0%	Increased
703	CS Credential Securities Vancouver,	$501K	-$8.73K	2	0.15%	Reduced
704	MC Menta Capital San Francisco, California	$498K	+$461K	1	0.06%	New
705	WEC Winslow Evans & Crocker Boston, Massachusetts	$496K	+$169K	1	0.14%	Increased
706	RA Rational Advisors Huntington, New York	$488K	+$491K	1	0.3%	New
707	TCM Tuttle Capital Management Riverside, Connecticut	$488K	+$491K	1	0.38%	New
708	CL CSS LLC Chicago, Illinois	$479K	+$123K	1	0.02%	Increased
709	MC Miles Capital West Des Moines, Iowa	$475K	$0	1	0.26%	Maintained
710	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$468K	$0	3	0.21%	Maintained
711	CEP Chicago Equity Partners Chicago, Illinois	$467K	+$432K	1	0.01%	New
712	Bradley Foster & Sargent Hartford, Connecticut	$465K	+$468K	1	0.02%	New
713	PMG ProVise Management Group Clearwater, Florida	$462K	+$61.4K	1	0.07%	Increased
714	P8IP Pier 88 Investment Partners San Francisco, California	$461K	+$47.1K	2	0.19%	Increased
715	SSP Sapphire Star Partners Redmond, Washington	$459K	$0	1	0.58%	Maintained
716	Koshinski Asset Management Decatur, Illinois	$455K	+$458K	1	0.17%	New
717	LP LGL Partners Philadelphia, Pennsylvania	$454K	$0	1	0.24%	Maintained
718	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$453K	-$44.1K	2	0.01%	Reduced
719	FPFS First Personal Financial Services Charlotte, North Carolina	$451K	+$59.6K	3	0.1%	Increased
720	CL CPWM LLC Seattle, Washington	$447K	+$6.44K	1	0.1%	Increased
721	Castleark Management Chicago, Illinois	$446K	+$413K	1	0.01%	New
722	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$445K	+$7.99K	2	0.25%	Increased
723	AIS AlphaOne Investment Services West Chester, Pennsylvania	$443K	-$306K	1	0.12%	Reduced
724	FRM Fox Run Management Greenwich, Connecticut	$442K	-$20.2K	1	0.15%	Reduced
725	GAMCO Investors Greenwich, Connecticut	$439K	-$4.27K	1	0%	Reduced