← 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
1276	FFA First Foundation Advisors Irvine, California	$318K	-$3.71M	1	0.02%	Reduced
1277	AC Alley Company Lake Forest, Illinois	$317K	$0	1	0.09%	Maintained
1278	BSG Black Swift Group Boulder, Colorado	$317K	+$310K	1	0.45%	New
1279	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$314K	+$27.7K	2	0.15%	Increased
1280	PCG Private Capital Group West Hartford, Connecticut	$313K	+$77.8K	2	0.06%	Increased
1281	AAM American Asset Management Boca Raton, Florida	$312K	$0	1	0.24%	Maintained
1282	TL TrueWealth LLC Atlanta, Georgia	$312K	$0	2	0.14%	Maintained
1283	BAM Barrett Asset Management New York	$307K	$0	2	0.02%	Maintained
1284	SAM Seelaus Asset Management Chatham, New Jersey	$306K	$0	1	0.28%	Maintained
1285	TF Tompkins Financial Ithaca, New York	$306K	$0	1	0.06%	Maintained
1286	LC Lindbrook Capital Calabasas, California	$305K	+$29.2K	3	0.12%	Increased
1287	Old Mission Capital Chicago, Illinois	$301K	+$294K	1	0.05%	New
1288	CCM Community Capital Management Plantation, Florida	$298K	$0	1	0.36%	Maintained
1289	ACS Archford Capital Strategies Swansea, Illinois	$296K	-$1K	1	0.11%	Reduced
1290	FMTC Farmers & Merchants Trust Company Long Beach, California	$296K	$0	1	0.14%	Maintained
1291	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$296K	+$84.9K	2	0.04%	Increased
1292	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$293K	+$32.4K	1	0.05%	Increased
1293	Evergreen Capital Management Bellevue, Washington	$293K	+$5.58K	1	0.03%	Increased
1294	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$291K	-$7.75K	1	0.29%	Reduced
1295	EIM Essex Investment Management Boston, Massachusetts	$291K	-$10.8K	1	0.04%	Reduced
1296	ACM Aviance Capital Management Sarasota, Florida	$290K	-$25K	1	0.04%	Reduced
1297	NERM New England Research & Management Chicago, Illinois	$289K	+$283K	1	0.2%	New
1298	BCCM Bridge Creek Capital Management West Barnstable, Massachusetts	$288K	+$19.1K	1	0.15%	Increased
1299	MFW Meristem Family Wealth Minnetonka, Minnesota	$287K	$0	1	0.1%	Maintained
1300	AFM Abbot Financial Management Andover, Massachusetts	$285K	+$23.3K	1	0.22%	Increased