← 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
2151	CFC Coyle Financial Counsel Glenview, Illinois	$205K	+$224K	1	0.15%	New
2152	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$205K	+$223K	1	0.02%	New
2153	FNB Farmers National Bank Danville, Kentucky	$204K	+$223K	1	0.08%	New
2154	FCFC First Citizens Financial Corp Mason City, Iowa	$204K	$0	1	0.18%	Maintained
2155	AP Adero Partners Pleasanton, California	$203K	-$188K	1	0.17%	Reduced
2156	Hillsdale Investment Management Toronto, Ontario, Canada	$203K	+$20.8K	2	0.02%	Increased
2157	MAG Mayfair Advisory Group Birmingham, Alabama	$203K	+$222K	1	0.4%	New
2158	B Bellecapital Zurich, Switzerland	$202K	+$221K	1	0.07%	New
2159	PIM Perpetual Investment Management Sydney, Australia	$202K	+$221K	1	0.03%	New
2160	MCM Manchester Capital Management Manchester, Vermont	$201K	-$42.2K	2	0.03%	Reduced
2161	VCAM Van Cleef Asset Management Beachwood, Ohio	$201K	+$152K	1	0.03%	New
2162	CCM Chiron Capital Management Tallahassee, Florida	$200K	-$5.46K	1	0.16%	Reduced
2163	LI LVZ Inc Holland, Michigan	$200K	+$219K	1	0.03%	New
2164	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$200K	$0	1	0.13%	Maintained
2165	TAM Taurus Asset Management New York	$200K	$0	1	0.02%	Maintained
2166	DWP Destiny Wealth Partners Tavares, Florida	$199K	+$205K	2	0.04%	New
2167	DSC Duncker Streett & Co St. Louis, Missouri	$195K	+$29.7K	3	0.04%	Increased
2168	JWBC John W. Brooker & Co Oakland, California	$194K	+$156K	2	0.13%	Increased
2169	LOIM Liberty One Investment Management Libertyville, Illinois	$193K	+$76.4K	2	0.04%	Increased
2170	WDL Well Done LLC Holland, Michigan	$193K	+$211K	1	0.05%	New
2171	NSIM North Star Investment Management Chicago, Illinois	$186K	-$1.46M	1	0.02%	Reduced
2172	LWA Lenox Wealth Advisors New York	$185K	+$5.19K	3	0.03%	Increased
2173	SIS Sound Income Strategies Ft Lauderdale, Florida	$185K	+$35.3K	3	0.04%	Increased
2174	SLF Sun Life Financial Toronto, Ontario, Canada	$184K	-$2.19K	2	0.02%	Reduced
2175	SMG Spectrum Management Group Indianapolis, Indiana	$181K	$0	2	0.04%	Maintained