← 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
2251	JCM Janney Capital Management Pittsburgh, Pennsylvania	$303K	+$4.83K	1	0.02%	Increased
2252	OIA Optimum Investment Advisors Chicago, Illinois	$303K	-$754K	3	0.13%	Reduced
2253	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$301K	$0	1	0.12%	Maintained
2254	KAM Knightsbridge Asset Management Newport Beach, California	$301K	-$60.5K	1	0.11%	Reduced
2255	OAM Oak Asset Management Westlake Village, California	$301K	+$44.4K	1	0.13%	Increased
2256	EP EPIQ Partners Minneapolis, Minnesota	$300K	$0	1	0.14%	Maintained
2257	CPC Consolidated Planning Corp Atlanta, Georgia	$299K	+$303K	3	0.19%	New
2258	GC Gruss & Co West Palm Beach, Florida	$299K	$0	1	0.84%	Maintained
2259	SAM S.A. Mason Holland, Michigan	$299K	+$227K	2	0.2%	Increased
2260	WIC Woodmont Investment Counsel Nashville, Tennessee	$299K	+$1.02K	1	0.04%	Increased
2261	AA Apriem Advisors Irvine, California	$298K	+$63.5K	1	0.04%	Increased
2262	FIM Fernwood Investment Management Quincy, Massachusetts	$298K	+$302K	1	0.1%	New
2263	HWA HHM Wealth Advisors Chattanooga, Tennessee	$298K	-$2.19K	3	0.08%	Reduced
2264	PAM Premier Asset Management Chicago, Illinois	$298K	+$36.8K	1	0.04%	Increased
2265	APP Alpha Paradigm Partners Chicago, Illinois	$297K	-$1.35M	2	0.12%	Reduced
2266	Pure Financial Advisors San Diego, California	$297K	-$43K	1	0.02%	Reduced
2267	QVR San Francisco, California	$297K	+$206K	1	0.02%	Increased
2268	MIP Marietta Investment Partners Milwaukee, Wisconsin	$296K	+$288K	1	0.07%	New
2269	PFC Phocas Financial Corp Alameda, California	$296K	+$277K	1	0.04%	New
2270	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$296K	+$277K	1	0.07%	New
2271	MIS Morningstar Investment Services Chicago, Illinois	$294K	-$3.27M	1	0%	Reduced
2272	LA LVW Advisors Pittsford, New York	$293K	+$254	1	0.05%	Increased
2273	FRM Fox Run Management Greenwich, Connecticut	$292K	-$35.4K	1	0.18%	Reduced
2274	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$291K	$0	1	0.07%	Maintained
2275	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$291K	-$19.8K	1	0.46%	Reduced