← 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
2051	FCB First County Bank Stamford, Connecticut	$1.81M	+$255K	2	0.85%	Increased
2052	ACM Allred Capital Management Dallas, Texas	$1.81M	-$4.93K	3	0.59%	Reduced
2053	PAS Parsonex Advisory Services Englewood, Colorado	$1.8M	-$9.32K	1	1.57%	Reduced
2054	AWA Argos Wealth Advisors Sacramento, California	$1.8M	+$8.16K	2	0.48%	Increased
2055	RBC Romano Brothers & Co Evanston, Illinois	$1.8M	-$176K	2	0.18%	Reduced
2056	Eventide Asset Management Boston, Massachusetts	$1.8M	-$1.8M	1	0.02%	Reduced
2057	AF Advisornet Financial Minnetonka, Minnesota	$1.8M	+$59K	6	0.08%	Increased
2058	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$1.8M	+$135K	1	0.32%	Increased
2059	MMCM Murphy & Mullick Capital Management Smithtown, New York	$1.8M	-$343K	4	1.12%	Reduced
2060	ACM Alta Capital Management Salt Lake City, Utah	$1.79M	+$74.7K	1	0.13%	Increased
2061	PP Patron Partners Houston, Texas	$1.79M	-$116K	3	0.69%	Reduced
2062	FH FWG Holdings Winter Park, Florida	$1.79M	+$168K	1	0.62%	Increased
2063	DA Dover Advisors Richmond, Virginia	$1.78M	-$34.1K	1	0.73%	Reduced
2064	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$1.78M	+$165K	3	0.48%	Increased
2065	NCM Next Capital Management New York	$1.78M	$0	1	0.48%	Maintained
2066	RCG Regatta Capital Group El Segundo, California	$1.78M	+$67.6K	3	0.24%	Increased
2067	LCM Lazari Capital Management Woodland Hills, California	$1.78M	+$562K	4	0.55%	Increased
2068	AWM Aviso Wealth Management Bellevue, Washington	$1.78M	+$194K	3	0.61%	Increased
2069	DF Dedeker Financial St. Louis Park, Minnesota	$1.78M	-$2.27M	1	1.01%	Reduced
2070	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$1.78M	-$1.6M	2	0.18%	Reduced
2071	SAM Strategy Asset Managers Pasadena, California	$1.78M	-$913K	1	0.27%	Reduced
2072	NSB Norway Savings Bank Portland, Maine	$1.77M	-$115K	1	0.74%	Reduced
2073	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$1.77M	+$24.7K	2	0.25%	Increased
2074	TC TFR Capital Plano, Texas	$1.77M	-$202K	2	0.5%	Reduced
2075	V ViaWealth Leawood, Kansas	$1.77M	-$108K	4	0.89%	Reduced