← 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
1376	SCM Southport Capital Management Chattanooga, Tennessee	$453K	-$1.12M	1	0.24%	Reduced
1377	Citizens Financial Group Providence, Rhode Island	$449K	+$94.8K	2	0.04%	Increased
1378	MC Miles Capital West Des Moines, Iowa	$449K	-$41.1K	1	0.48%	Reduced
1379	SIA Starfire Investment Advisers Southfield, Michigan	$448K	+$220K	2	0.25%	Increased
1380	PJB Paul John Balson Marina Del Rey, California	$445K	+$530K	1	0.24%	New
1381	AWM Avitas Wealth Management Los Angeles, California	$444K	-$917K	1	0.2%	Reduced
1382	TIA Trust Investment Advisors Indianapolis, Indiana	$444K	+$20.2K	1	0.73%	Increased
1383	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$440K	+$62.6K	1	0.07%	Increased
1384	Bridgewater Associates Westport, Connecticut	$438K	-$2.67M	1	0.01%	Reduced
1385	TFO Tarbox Family Office Newport Beach, California	$436K	+$19.2K	2	0.14%	Increased
1386	NICM Neo Ivy Capital Management New York	$435K	+$128K	3	0.71%	Increased
1387	CRWM Castle Rock Wealth Management Walnut Creek, California	$434K	-$692K	2	0.37%	Reduced
1388	GLR Great Lakes Retirement Sandusky, Ohio	$433K	-$982K	1	0.2%	Reduced
1389	CWM Chesapeake Wealth Management Williamsburg, Virginia	$432K	-$17.2K	1	0.2%	Reduced
1390	EH Employers Holdings Reno, Nevada	$432K	$0	1	0.3%	Maintained
1391	Homrich & Berg Atlanta, Georgia	$432K	-$48.5K	1	0.02%	Reduced
1392	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$432K	$0	1	1.02%	Maintained
1393	NSB Norway Savings Bank Portland, Maine	$430K	+$26.6K	1	0.37%	Increased
1394	RCM Requisite Capital Management Dallas, Texas	$430K	-$313K	1	0.19%	Reduced
1395	RWA Ropes Wealth Advisors Boston, Massachusetts	$430K	+$11.7K	1	0.11%	Increased
1396	AB Atlas Brown Louisville, Kentucky	$427K	-$12.3K	1	0.33%	Reduced
1397	PCG Private Capital Group West Hartford, Connecticut	$427K	+$114K	2	0.11%	Increased
1398	DA DSC Advisors Chicago, Illinois	$426K	-$1.48M	1	0.42%	Reduced
1399	ICM Intrepid Capital Management Jacksonville Beach, Florida	$426K	+$570K	1	0.29%	New
1400	PA PFG Advisors Phoenix, Arizona	$426K	-$50.6K	1	0.11%	Reduced