← 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
1526	BAMG Brand Asset Management Group Chesterfield, Missouri	$43K	$0	2	0.03%	Maintained
1527	HI Hudock Inc Williamsport, Pennsylvania	$43K	-$27.1K	2	0.02%	Reduced
1528	TCM Tradewinds Capital Management Bellingham, Washington	$43K	+$41.3K	1	0.02%	Increased
1529	Cohen & Steers New York	$42K	$0	1	0%	Maintained
1530	LJHT Laurie J. Hall Trustee	$42K	+$8.36K	1	0.02%	Increased
1531	NCM Next Capital Management New York	$42K	-$103K	2	0.03%	Reduced
1532	PCA Providence Capital Advisors Charlotte, North Carolina	$42K	-$760	1	0.02%	Reduced
1533	VC Vestor Capital Chicago, Illinois	$41K	$0	1	0.01%	Maintained
1534	AssetMark Inc Concord, California	$40K	-$61.1K	1	0%	Reduced
1535	CX Institutional Auburn, Indiana	$40K	-$64	2	0.01%	Reduced
1536	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$40K	+$3.05K	2	0.05%	Increased
1537	IRC Investors Research Corp Atlanta, Georgia	$40K	+$32K	2	0.02%	Increased
1538	TVWM Tower View Wealth Management Shorewood, Wisconsin	$39K	$0	1	0.03%	Maintained
1539	RIM Ranger Investment Management Dallas, Texas	$38K	$0	1	0%	Maintained
1540	FCMT Founders Capital Management (Texas) Houston, Texas	$37K	$0	1	0.03%	Maintained
1541	KIG Kessler Investment Group Columbus, Indiana	$37K	$0	1	0.04%	Maintained
1542	Wolverine Asset Management Chicago, Illinois	$37K	+$40K	1	0%	New
1543	DAM Delta Asset Management Memphis, Tennessee	$36K	+$38.6K	2	0%	New
1544	EIP Ellis Investment Partners Berwyn, Pennsylvania	$36K	+$7.14K	1	0.01%	Increased
1545	HR Howe & Rusling Rochester, New York	$36K	$0	1	0.01%	Maintained
1546	KFS Kelly Financial Services Braintree, Massachusetts	$35.4K	+$5.62K	2	0.03%	Increased
1547	Harding Loevner Bridgewater, New Jersey	$33K	+$14.7K	2	0%	Increased
1548	ME McIlrath & Eck Arlington, Washington	$33K	+$18.8K	1	0.02%	Increased
1549	TF TimeScale Financial Danvers, Massachusetts	$33K	+$10.6K	2	0.01%	Increased
1550	AWM Avondale Wealth Management West Lake Hills, Texas	$32K	-$20.3K	2	0.05%	Reduced