← 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
1326	HCM HMS Capital Management Nashville, Tennessee	$559K	-$62.5K	2	0.54%	Reduced
1327	VC Veracity Capital Atlanta, Georgia	$553K	+$59.2K	2	0.16%	Increased
1328	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$552K	-$171	1	0.29%	Reduced
1329	TCA Transcend Capital Advisors Madison, New Jersey	$548K	+$44.4K	1	0.16%	Increased
1330	FFG Fortem Financial Group Palm Desert, California	$547K	+$214K	1	0.5%	Increased
1331	GCP GSA Capital Partners London, United Kingdom	$546K	+$297K	2	0.14%	Increased
1332	London & Capital Asset Management London, United Kingdom	$546K	-$104K	1	0.13%	Reduced
1333	SIG Sky Investment Group Hartford, Connecticut	$544K	-$6.86K	1	0.22%	Reduced
1334	CWM Confluence Wealth Management Portland, Oregon	$536K	+$585K	1	0.3%	New
1335	DCM Davidson Capital Management Corpus Christi, Texas	$533K	+$634K	1	0.76%	New
1336	LWM Laidlaw Wealth Management New York City, New York	$526K	-$33.8K	1	0.34%	Reduced
1337	AW ACG Wealth Atlanta, Georgia	$525K	-$44.1K	1	0.1%	Reduced
1338	Clearstead Advisors Cleveland, Ohio	$521K	-$79.6K	2	0.08%	Reduced
1339	KC Knuff & Co Foster City, California	$516K	-$5.14K	2	0.37%	Reduced
1340	CFGS Concourse Financial Group Securities Birmingham, Alabama	$515K	+$184K	3	0.06%	Increased
1341	SCI S&CO Inc Boston, Massachusetts	$515K	$0	1	0.07%	Maintained
1342	Bogart Wealth LLC Mclean, Virginia	$513K	+$159K	1	0.14%	Increased
1343	First Manhattan New York	$513K	+$234K	2	0%	Increased
1344	RA Rational Advisors Huntington, New York	$513K	-$1.08M	2	0.37%	Reduced
1345	HI Hoey Investments Coatesville, Pennsylvania	$509K	+$112K	1	0.36%	Increased
1346	PCP Proficio Capital Partners Newton, Massachusetts	$507K	+$354K	2	0.13%	Increased
1347	FPS Fieldpoint Private Securities Greenwich, Connecticut	$502K	+$279K	2	0.19%	Increased
1348	SG Swarthmore Group Philadelphia, Pennsylvania	$500K	-$7.23M	1	2.65%	Reduced
1349	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$493K	-$63.5K	1	0.22%	Reduced
1350	GCM Gladius Capital Management Chicago, Illinois	$492K	+$483K	1	0.05%	Increased