← 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
801	AIM Acrospire Investment Management Chicago, Illinois	$32K	-$92.4K	1	0.02%	Reduced
802	BAM Brave Asset Management Summit, New Jersey	$32K	$0	1	0.02%	Maintained
803	BKA Brick & Kyle Associates Newtown, Pennsylvania	$32K	$0	1	0.03%	Maintained
804	DSC Duncker Streett & Co St. Louis, Missouri	$32K	$0	1	0.01%	Maintained
805	SBL Sargent Bickham Lagudis Boulder, Colorado	$32K	$0	1	0.01%	Maintained
806	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$32K	+$31.4K	1	0.02%	New
807	VCM Vigilant Capital Management Portland, Maine	$32K	+$32.9K	2	0.01%	New
808	Balentine LLC Atlanta, Georgia	$31K	+$18.7K	2	0.01%	Increased
809	Penserra Capital Management Orinda, California	$31K	+$10.9K	3	0%	Increased
810	Fuller & Thaler Asset Management San Mateo, California	$30K	$0	1	0%	Maintained
811	AP Atwood & Palmer Kansas City, Missouri	$28K	$0	1	0.01%	Maintained
812	LWM LBA Wealth Management Jacksonville, Florida	$27K	$0	1	0.02%	Maintained
813	PCP Proficio Capital Partners Newton, Massachusetts	$27K	+$14.9K	3	0.02%	Increased
814	SIM Sonora Investment Management Tucson, Arizona	$26.5K	$0	1	0.01%	Maintained
815	DBT Dubuque Bank & Trust Dubuque, Iowa	$26K	-$6.67K	1	0.01%	Reduced
816	HMS Hanseatic Management Services Albuquerque, New Mexico	$26K	$0	1	0.01%	Maintained
817	First Horizon Advisors Memphis, Tennessee	$25K	$0	1	0%	Maintained
818	AA AlphaMark Advisors Ft. Wright, Kentucky	$24K	$0	1	0.01%	Maintained
819	FPFS First Personal Financial Services Charlotte, North Carolina	$24K	+$23.7K	1	0.01%	New
820	GP GLG Partners London, United Kingdom	$24K	-$7.85K	1	0%	Reduced
821	IPC Independent Portfolio Consultants Boca Raton, Florida	$24K	$0	1	0.01%	Maintained
822	RWM Raffa Wealth Management Washington, District of Columbia	$22.6K	+$935	3	0.01%	Increased
823	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$21K	+$19.4K	1	0.01%	Increased
824	MCM Manchester Capital Management Manchester, Vermont	$20K	$0	1	0%	Maintained
825	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$19K	-$62.5K	1	0%	Reduced