← 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	AIM Aigen Investment Management New York	$267K	-$17.5M	1	0.05%	Reduced
2377	ASGS Alpha Square Group S New York	$267K	$0	1	0.04%	Maintained
2378	ACP Aveo Capital Partners Englewood, Colorado	$267K	-$3.44K	1	0.05%	Reduced
2379	PFC Phocas Financial Corp Alameda, California	$266K	-$9.69K	1	0.03%	Reduced
2380	PCM Princeton Capital Management Red Bank, New Jersey	$266K	+$10.8K	1	0.08%	Increased
2381	HW Hamilton Wealth Encino, California	$265K	+$268K	1	0.12%	New
2382	WSC Wellington Shields & Co New York	$265K	$0	1	0.09%	Maintained
2383	RIM Rockbridge Investment Management Syracuse, New York	$264K	-$232K	3	0.04%	Reduced
2384	CBN Cadence Bank NA Houston, Texas	$264K	-$7.1K	1	0.07%	Reduced
2385	KAM Knightsbridge Asset Management Newport Beach, California	$264K	-$5.6K	1	0.09%	Reduced
2386	BC Bridgefront Capital Austin, Texas	$263K	-$329K	1	0.32%	Reduced
2387	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$263K	$0	1	0.11%	Maintained
2388	DHGWA Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina	$263K	+$16.2K	2	0.08%	Increased
2389	FOA Five Oceans Advisors Santa Monica, California	$262K	-$24.3K	1	0.23%	Reduced
2390	SMC Smith, Moore & Co Clayton, Missouri	$262K	+$21.1K	1	0.04%	Increased
2391	PCA Peddock Capital Advisors Braintree, Massachusetts	$261K	$0	1	0.08%	Maintained
2392	EVC Eidelman Virant Capital Saint Louis, Missouri	$260K	+$7.96K	1	0.14%	Increased
2393	GMA Glassy Mountain Advisors Bethesda, Maryland	$260K	$0	1	0.13%	Maintained
2394	SCM Southport Capital Management Chattanooga, Tennessee	$260K	-$6.41M	1	0.09%	Reduced
2395	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$259K	+$262K	1	0.09%	New
2396	LCM Leisure Capital Management Costa Mesa, California	$258K	$0	1	0.13%	Maintained
2397	HUB Investment Partners Austin, Texas	$257K	-$99K	1	0.06%	Reduced
2398	BBL Beck Bode LLC Dedham, Massachusetts	$256K	+$259K	1	0.06%	New
2399	CFN Cordasco Financial Network Naples, Florida	$255K	+$17K	2	0.16%	Increased
2400	CWM Curi Wealth Management Raleigh, North Carolina	$255K	+$199K	3	0.04%	Increased