← 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
2276	LFM Lumina Fund Management New York	$116K	$0	1	0.04%	Maintained
2277	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$115K	-$44.5K	1	0.08%	Reduced
2278	Kayne Anderson Rudnick Investment Management Los Angeles, California	$115K	+$31.7K	1	0%	Increased
2279	Hillsdale Investment Management Toronto, Ontario, Canada	$113K	-$79.2K	2	0.01%	Reduced
2280	BCP Blue Chip Partners Farmington Hills, Michigan	$112K	+$118K	1	0.02%	New
2281	RCG Rock Creek Group Washington, District of Columbia	$109K	+$57.7K	1	0.02%	Increased
2282	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$108K	+$12.3K	2	0.03%	Increased
2283	GAM GVO Asset Management Zug, Switzerland	$107K	+$112K	1	0.11%	New
2284	HRC Hoertkorn Richard Charles	$106K	$0	1	0.05%	Maintained
2285	CWM Cedar Wealth Management Walnut Creek, California	$104K	+$105K	1	0.05%	Increased
2286	WPA West Paces Advisors Atlanta, Georgia	$103K	-$17.6K	3	0.04%	Reduced
2287	HFM Hartford Financial Management Hartford, Connecticut	$103K	+$34.3K	3	0.03%	Increased
2288	ME McIlrath & Eck Arlington, Washington	$101K	-$32.7K	2	0.04%	Reduced
2289	MWM Mascoma Wealth Management Hanover, New Hampshire	$99K	+$104K	1	0.04%	New
2290	CB Community Bank Dewitt, New York	$96K	+$31.2K	1	0.01%	Increased
2291	DAM Delta Asset Management Memphis, Tennessee	$94K	+$2.55K	3	0.01%	Increased
2292	Larson Financial Group St Louis, Missouri	$90K	+$25.5K	3	0.03%	Increased
2293	JAM JCIC Asset Management Toronto, Ontario, Canada	$89K	+$29.4K	2	0.03%	Increased
2294	EWA Evolution Wealth Advisors Aventura, Florida	$88K	+$69.2K	3	0.02%	Increased
2295	IRC Investors Research Corp Atlanta, Georgia	$87K	$0	2	0.03%	Maintained
2296	BMD Better Money Decisions Santa Fe, New Mexico	$84K	+$88.1K	2	0.09%	New
2297	Cohen & Steers New York	$84K	+$9.57K	1	0%	Increased
2298	BWM BerganKDV Wealth Management Bloomington, Minnesota	$82K	-$4.01K	3	0.01%	Reduced
2299	IF Ironwood Financial Tucson, Arizona	$82K	+$219	2	0.03%	Increased
2300	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$82K	+$72.2K	2	0.06%	Increased