← 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
2376	RB Richmond Brothers Jackson, Michigan	$1.2M	+$1.37M	2	0.62%	New
2377	MCA Millennium Capital Advisors Little Rock, Arkansas	$1.2M	-$19.1K	1	0.65%	Reduced
2378	CI Corient IA Miami, Florida	$1.2M	-$422K	2	1.1%	Reduced
2379	EC EntryPoint Capital New York	$1.19M	+$159K	1	0.29%	Increased
2380	TNA True North Advisors Dallas, Texas	$1.19M	+$254K	3	0.11%	Increased
2381	FWM Focused Wealth Management Newburgh, New York	$1.19M	-$238K	1	0.1%	Reduced
2382	BFA Brown Financial Advisors Milford, Ohio	$1.19M	+$180K	1	0.41%	Increased
2383	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$1.18M	-$487K	2	0.4%	Reduced
2384	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$1.18M	-$199K	2	0.14%	Reduced
2385	CFO CVA Family Office Denver, Colorado	$1.18M	-$126K	5	0.11%	Reduced
2386	TIA TCFG Investment Advisors Laguna Niguel, California	$1.18M	-$145K	1	0.4%	Reduced
2387	GI GS Investments Minneapolis, Minnesota	$1.18M	-$758K	2	0.85%	Reduced
2388	FFA Fi3 Financial Advisors Indianapolis, Indiana	$1.18M	-$551K	3	0.28%	Reduced
2389	ACA American Capital Advisory Ketchum, Idaho	$1.18M	+$281K	6	0.43%	Increased
2390	AB ANB Bank Denver, Colorado	$1.18M	+$9.94K	2	0.44%	Increased
2391	PA Promethium Advisors Bethesda, Maryland	$1.18M	$0	1	0.57%	Maintained
2392	TW ticino wealth Mission Viejo, California	$1.18M	+$265K	1	0.37%	Increased
2393	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$1.17M	-$1.13M	2	0.23%	Reduced
2394	SMC Smith, Moore & Co Clayton, Missouri	$1.17M	+$400K	2	0.08%	Increased
2395	TS Tamar Securities Woodland Hills, California	$1.17M	+$77.5K	1	0.11%	Increased
2396	BOH Bank of Hawaii Honolulu, Hawaii	$1.17M	+$892K	1	0.06%	Increased
2397	CMANY Capital Management Associates (New York) New York	$1.17M	$0	1	1.5%	Maintained
2398	EAMH Eurizon Asset Management Hungary Budapest,	$1.17M	+$1.36M	1	1.24%	New
2399	CCA Cravens & Co Advisors Cookeville, Tennessee	$1.16M	+$1.09M	1	0.78%	Increased
2400	PHM Prospect Hill Management Short Hills, New Jersey	$1.16M	+$750K	1	0.45%	Increased