← 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	HR Hayden Royal Charlotte, North Carolina	$435K	+$8.71K	1	1.02%	Increased
2252	HCM Hodges Capital Management Dallas, Texas	$432K	-$84.3K	1	0.03%	Reduced
2253	FFL Future Fund LLC Chicago, Illinois	$431K	+$477K	1	0.37%	New
2254	TRIA Trail Ridge Investment Advisors Fort Collins, Colorado	$430K	+$475K	1	0.26%	New
2255	WPC Waters Parkerson & Co New Orleans, Louisiana	$429K	+$23.6K	1	0.02%	Increased
2256	IWN Independent Wealth Network Urbandale, Iowa	$428K	+$62.7K	1	0.26%	Increased
2257	Jacobs Levy Equity Management Florham Park, New Jersey	$427K	$0	1	0%	Maintained
2258	WRM Weybosset Research & Management Province, Rhode Island	$426K	-$21.1K	1	0.16%	Reduced
2259	MWM Mattern Wealth Management Lawrence, Kansas	$425K	-$15.5K	1	0.12%	Reduced
2260	HUB Investment Partners Austin, Texas	$424K	-$118K	1	0.1%	Reduced
2261	IFG Advisory Atlanta, Georgia	$423K	+$44.7K	2	0.04%	Increased
2262	FFG Frisch Financial Group Melville, New York	$422K	-$162K	1	0.13%	Reduced
2263	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$421K	$0	1	0.93%	Maintained
2264	PL Parthenon LLC Louisville, Kentucky	$419K	+$183K	1	0.06%	Increased
2265	RT Rockland Trust Hanover, Massachusetts	$417K	-$2.81K	1	0.03%	Reduced
2266	SCP Sandhill Capital Partners Buffalo, New York	$416K	$0	1	0.03%	Maintained
2267	OPOWM One Plus One Wealth Management Jupiter, Florida	$414K	+$14K	1	0.29%	Increased
2268	Arax Advisory Partners Denver, Colorado	$413K	+$114K	5	0.05%	Increased
2269	CWP Curated Wealth Partners El Segundo, California	$413K	$0	1	0.13%	Maintained
2270	MFG Magnus Financial Group New York	$413K	-$73.3K	1	0.08%	Reduced
2271	CT Coastline Trust Providence, Rhode Island	$412K	+$56.2K	1	0.05%	Increased
2272	DSCM Del-Sette Capital Management Schenectady, New York	$412K	+$499K	1	0.4%	New
2273	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$410K	+$42.4K	1	0.14%	Increased
2274	JLBC J.L. Bainbridge & Co Sarasota, Florida	$409K	+$155K	2	0.05%	Increased
2275	PMFA Plante Moran Financial Advisors Southfield, Michigan	$409K	+$93.5K	4	0.07%	Increased