← 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	HFM Hartford Financial Management Hartford, Connecticut	$117K	$0	3	0.03%	Maintained
2377	GCM Gladius Capital Management Chicago, Illinois	$115K	-$3.58M	1	0.01%	Reduced
2378	BC Burleson & Co Petaluma, California	$113K	+$38.6K	3	0.02%	Increased
2379	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$113K	-$12.5K	1	0.03%	Reduced
2380	CB Community Bank Dewitt, New York	$111K	$0	1	0.01%	Maintained
2381	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$109K	-$2.21M	2	0.01%	Reduced
2382	MCM MV Capital Management Bethesda, Maryland	$109K	+$71.9K	2	0.02%	Increased
2383	ME McIlrath & Eck Arlington, Washington	$108K	-$6.68K	2	0.03%	Reduced
2384	Hillsdale Investment Management Toronto, Ontario, Canada	$107K	-$18.5K	1	0.01%	Reduced
2385	Cohen & Steers New York	$105K	+$8.07K	1	0%	Increased
2386	Thornburg Investment Management Santa Fe, New Mexico	$105K	-$455K	1	0%	Reduced
2387	AWM Avondale Wealth Management West Lake Hills, Texas	$104K	-$173K	3	0.1%	Reduced
2388	SMG Spectrum Management Group Indianapolis, Indiana	$103K	-$72.7K	1	0.02%	Reduced
2389	AssetMark Inc Concord, California	$101K	-$113K	3	0%	Reduced
2390	IF Ironwood Financial Tucson, Arizona	$100K	+$4.56K	2	0.03%	Increased
2391	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$100K	+$93.6K	2	0.74%	New
2392	CYG Clean Yield Group Norwich, Vermont	$99K	+$93.3K	1	0.03%	New
2393	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$98K	+$92.9K	1	0.03%	New
2394	IRC Investors Research Corp Atlanta, Georgia	$98K	$0	2	0.03%	Maintained
2395	BMD Better Money Decisions Santa Fe, New Mexico	$97K	$0	2	0.09%	Maintained
2396	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$93K	+$94.1K	2	0.01%	New
2397	GAAM Guinness Atkinson Asset Management Pasadena, California	$93K	$0	1	0.04%	Maintained
2398	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$93K	$0	2	0.06%	Maintained
2399	FA Fortis Advisors Wayne, Pennsylvania	$91K	+$86K	1	0.05%	New
2400	TI tru Independence Portland, Oregon	$90K	+$85.3K	1	0.03%	New