← 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
1226	CS Comerica Securities Detroit, Michigan	$233K	+$22.4K	1	0.03%	Increased
1227	EIM Essex Investment Management Boston, Massachusetts	$233K	-$11.8K	1	0.04%	Reduced
1228	BCCM Bridge Creek Capital Management West Barnstable, Massachusetts	$232K	+$233K	1	0.13%	New
1229	&Partners Nashville, Tennessee	$232K	+$233K	1	0.39%	New
1230	BDS Banco de Sabadell Miami, Florida	$231K	-$206K	1	0.03%	Reduced
1231	Ferguson Wellman Capital Management Portland, Oregon	$230K	$0	1	0.01%	Maintained
1232	Heritage Wealth Advisors Richmond, Virginia	$230K	$0	2	0.05%	Maintained
1233	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$229K	+$230K	1	0.03%	New
1234	Donaldson Capital Management Evansville, Indiana	$227K	-$75.4K	1	0.02%	Reduced
1235	LC Lindbrook Capital Calabasas, California	$227K	+$229K	3	0.11%	New
1236	LHC Little House Capital Braintree, Massachusetts	$227K	+$228K	1	0.22%	New
1237	AFM Abbot Financial Management Andover, Massachusetts	$226K	+$227K	1	0.2%	New
1238	BAM Barrett Asset Management New York	$226K	+$6.21K	2	0.02%	Increased
1239	Busey Bank Urbana, Illinois	$226K	+$48.1K	1	0.02%	Increased
1240	PIM Parker Investment Management Menlo Park, California	$226K	-$963K	1	0.09%	Reduced
1241	PA Parkside Advisors Berkeley, California	$226K	-$6.05K	1	0.14%	Reduced
1242	SC Sepio Capital Salt Lake City, Utah	$226K	+$227K	1	0.02%	New
1243	SVWA Sound View Wealth Advisors Savannah, Georgia	$226K	+$227K	1	0.08%	New
1244	WWM Willingdon Wealth Management Huntersville, North Carolina	$226K	-$89.4K	1	0.07%	Reduced
1245	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$225K	-$2.61K	1	0.04%	Reduced
1246	Cetera Investment Advisers Schaumburg, Illinois	$224K	+$28.3K	1	0.04%	Increased
1247	FSA Franklin Street Advisors Chapel Hill, North Carolina	$223K	$0	1	0.04%	Maintained
1248	DTL Dynamic Technology Lab Singapore	$220K	+$233K	1	0.04%	New
1249	PEA Pacific Edge Advisors Corona Del Mar, California	$220K	$0	1	0.14%	Maintained
1250	IMC Chicago Chicago, Illinois	$219K	+$218K	1	0%	New