← 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
2301	GAAM Guinness Atkinson Asset Management Pasadena, California	$81K	+$76.1K	1	0.04%	Increased
2302	Thompson Siegel & Walmsley Richmond, Virginia	$77K	-$560	2	0%	Reduced
2303	PA Perennial Advisors New York	$76K	-$3.06K	2	0.02%	Reduced
2304	RFMS RWQ Financial Management Services Naples, Florida	$74K	-$2.53M	1	0.06%	Reduced
2305	BG Bollard Group Boston, Massachusetts	$70K	$0	1	0%	Maintained
2306	PCTC Perkins Coie Trust Company Seattle, Washington	$69K	$0	1	0.02%	Maintained
2307	CWA Clearview Wealth Advisors Salem, Oregon	$67K	-$19.6K	2	0.04%	Reduced
2308	PHAM Portland Hill Asset Management London, United Kingdom	$66K	$0	1	0.04%	Maintained
2309	WIM Westside Investment Management Santa Monica, California	$66K	+$214K	2	0.17%	Increased
2310	EC Estate Counselors Thiensville, Wisconsin	$65K	$0	1	0.01%	Maintained
2311	BC Burleson & Co Petaluma, California	$64K	+$67.2K	1	0.01%	New
2312	Country Trust Bank Bloomington, Illinois	$64K	+$66.8K	1	0%	New
2313	FCMT Founders Capital Management (Texas) Houston, Texas	$64K	$0	1	0.05%	Maintained
2314	SFP Sterling Financial Planning Sparta, New Jersey	$64K	+$27.4K	3	0.05%	Increased
2315	SAM S.A. Mason Holland, Michigan	$63K	+$54.9K	1	0.05%	Increased
2316	KFS Kelly Financial Services Braintree, Massachusetts	$58.5K	+$31.1K	3	0.04%	Increased
2317	GCM Gables Capital Management Miami, Florida	$58K	-$27.4K	1	0.03%	Reduced
2318	TI Truehand Inc Strafford, New Hampshire	$57K	-$38.3K	1	0.03%	Reduced
2319	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$55K	-$6.55K	3	0.03%	Reduced
2320	EIP Ellis Investment Partners Berwyn, Pennsylvania	$55K	+$4.11K	2	0.02%	Increased
2321	HFS HBC Financial Services Seattle, Washington	$53.6K	+$18.3K	2	0.04%	Increased
2322	KIG Kessler Investment Group Columbus, Indiana	$53K	$0	1	0.07%	Maintained
2323	GFPC Global Financial Private Client Sarasota, Florida	$52.2K	+$54.4K	3	0.04%	Increased
2324	TVWM Tower View Wealth Management Shorewood, Wisconsin	$52K	-$2.23K	1	0.03%	Reduced
2325	HHGC Hunting Hill Global Capital New York	$51K	-$20K	1	0.02%	Reduced