← 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
2451	BAM Bellevue Asset Management Bellevue, Washington	$189K	-$9.29K	3	0.13%	Reduced
2452	PGAM Princeton Global Asset Management Princeton, New Jersey	$187K	+$53.2K	2	0.05%	Increased
2453	RFA Resurgent Financial Advisors Atlanta, Georgia	$185K	-$232K	2	0.12%	Reduced
2454	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$185K	+$28.7K	3	0.04%	Increased
2455	BCM Blume Capital Management Berkeley, California	$183K	-$7.11K	3	0.06%	Reduced
2456	SM Sciencast Management Princeton, New Jersey	$175K	+$187K	1	0.23%	New
2457	AP Arlington Partners Birmingham, Alabama	$175K	+$67.8K	2	0.02%	Increased
2458	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$171K	$0	1	0.07%	Maintained
2459	WPA West Paces Advisors Atlanta, Georgia	$171K	+$4.05K	3	0.05%	Increased
2460	OR Olympiad Research Stamford, Connecticut	$170K	+$158K	1	0.2%	New
2461	PIMG Patriot Investment Management Group Knoxville, Tennessee	$166K	+$1.56K	1	0.01%	Increased
2462	OIA Optimum Investment Advisors Chicago, Illinois	$166K	+$4.58K	4	0.09%	Increased
2463	CT Colonial Trust Spartanburg, South Carolina	$163K	-$35.6K	2	0.04%	Reduced
2464	FPFS First Personal Financial Services Charlotte, North Carolina	$163K	-$47.3K	2	0.04%	Reduced
2465	FMP Financial Management Professionals Austin, Texas	$162K	+$85.8K	4	0.03%	Increased
2466	PMFA Plante Moran Financial Advisors Southfield, Michigan	$160K	-$15.1K	2	0.02%	Reduced
2467	QC QCM Cayman Houston, Texas	$159K	-$192K	1	1%	Reduced
2468	EARNEST Partners Atlanta, Georgia	$159K	$0	4	0%	Maintained
2469	HB Horizon Bancorp Michigan City, Indiana	$158K	-$4.36K	2	0.1%	Reduced
2470	DC Diametric Capital Boston, Massachusetts	$156K	-$194K	1	0.08%	Reduced
2471	CCB Cutter & Co Brokerage Ballwin, Missouri	$156K	$0	1	0.05%	Maintained
2472	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$155K	$0	1	0.1%	Maintained
2473	EBA Eagle Bay Advisors New York	$155K	+$38.8K	4	0.08%	Increased
2474	SIS Strategic Investment Solutions Orland Park, Illinois	$152K	+$131K	3	0.03%	New
2475	BAM Byrne Asset Management Kingston, New Jersey	$152K	+$12.8K	3	0.11%	Increased