← 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
1301	HCM Hengehold Capital Management Cincinnati, Ohio	$334K	$0	1	0.06%	Maintained
1302	CIM CIM Investment Management Pittsburgh, Pennsylvania	$333K	+$14.6K	1	0.12%	Increased
1303	Brown Brothers Harriman & Co New York	$332K	-$5.86K	2	0%	Reduced
1304	YWP YorkBridge Wealth Partners New York	$332K	-$2.25K	2	0.15%	Reduced
1305	Capital Wealth Planning Naples, Florida	$331K	+$342K	1	0.02%	New
1306	SAM Seelaus Asset Management Chatham, New Jersey	$331K	$0	1	0.3%	Maintained
1307	CA Calton & Associates Tampa, Florida	$330K	-$2.19K	1	0.09%	Reduced
1308	SCA Summit Creek Advisors Minneapolis, Minnesota	$328K	+$33.1K	1	0.06%	Increased
1309	CL CPWM LLC Seattle, Washington	$326K	+$8.62K	1	0.05%	Increased
1310	&Partners Nashville, Tennessee	$326K	$0	1	0.45%	Maintained
1311	RPC Rossmore Private Capital Glastonbury, Connecticut	$326K	$0	1	0.12%	Maintained
1312	Horizon Kinetics Asset Management New York	$323K	+$2.51K	1	0.01%	Increased
1313	LC Lindbrook Capital Calabasas, California	$317K	+$12.9K	3	0.12%	Increased
1314	HA Harfst & Associates Sheridan, Wyoming	$315K	$0	1	0.13%	Maintained
1315	MFG Magnus Financial Group New York	$313K	-$57.2K	1	0.06%	Reduced
1316	Allworth Financial Folsom, California	$312K	-$32K	1	0.01%	Reduced
1317	NAM North American Management Boston, Massachusetts	$310K	$0	1	0.05%	Maintained
1318	BAM Barrett Asset Management New York	$309K	-$26.3K	2	0.02%	Reduced
1319	AFM Anson Funds Management Dallas, Texas	$307K	+$353K	1	0.15%	New
1320	R.M. Davis Inc Portland, Maine	$307K	+$317K	1	0.01%	New
1321	NF Nikulski Financial Bettendorf, Iowa	$306K	+$23.5K	1	0.26%	Increased
1322	FFA First Foundation Advisors Irvine, California	$305K	$0	1	0.02%	Maintained
1323	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$303K	+$313K	1	0.1%	New
1324	Bellevue Group Kuesnacht, Switzerland	$297K	+$307K	1	0.01%	New
1325	EIM Essex Investment Management Boston, Massachusetts	$296K	-$18.3K	1	0.04%	Reduced