← 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
2476	AP Atlas Principals Charlotte, North Carolina	$91K	-$2.03M	1	4.16%	Reduced
2477	RRA Round Rock Advisors Wilton, Connecticut	$91K	-$9.64K	1	0.04%	Reduced
2478	VC Vestor Capital Chicago, Illinois	$91K	-$46.7K	1	0.01%	Reduced
2479	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$89K	+$1.72K	4	0.01%	Increased
2480	Belvedere Trading Chicago, Illinois	$88K	+$92.7K	2	0%	New
2481	GW&K Investment Management Boston, Massachusetts	$86K	-$11.8K	2	0%	Reduced
2482	OA Operose Advisors Milwaukee, Wisconsin	$86K	$0	1	0.06%	Maintained
2483	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$85K	+$91.2K	4	0.07%	New
2484	HRC Hoertkorn Richard Charles	$83K	$0	1	0.05%	Maintained
2485	SC Siena Capital Cincinnati, Ohio	$83K	$0	2	0.05%	Maintained
2486	BMCM Burns Matteson Capital Management Corning, New York	$81.8K	+$89.2K	1	0.06%	New
2487	TIM Tortoise Investment Management White Plains, New York	$81K	+$28.2K	3	0.02%	Increased
2488	VCM Vigilant Capital Management Portland, Maine	$80K	+$21.2K	3	0.01%	Increased
2489	VF Virtu Financial New York	$79K	-$5.97M	2	0.01%	Reduced
2490	MWM Mascoma Wealth Management Hanover, New Hampshire	$77K	-$5.3K	1	0.03%	Reduced
2491	WAM Worth Asset Management Dallas, Texas	$77K	-$953	3	0.05%	Reduced
2492	ME McIlrath & Eck Arlington, Washington	$76K	-$26.3K	2	0.02%	Reduced
2493	RCG Rock Creek Group Washington, District of Columbia	$76K	-$31K	2	0.01%	Reduced
2494	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$74K	$0	2	0.1%	Maintained
2495	CP Castleview Partners Dallas, Texas	$73.3K	-$812K	3	0.06%	Reduced
2496	GIA GHP Investment Advisors Denver, Colorado	$73K	-$106K	3	0.01%	Reduced
2497	HFM Hartford Financial Management Hartford, Connecticut	$73K	$0	3	0.02%	Maintained
2498	PO Private Ocean San Rafael, California	$72K	-$14.5K	3	0.01%	Reduced
2499	JAM JCIC Asset Management Toronto, Ontario, Canada	$69K	-$2.12K	2	0.04%	Reduced
2500	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$67K	-$30.9K	1	0.02%	Reduced