← 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
2501	Meyer Handelman Company Rye Brook, New York	$1.03M	-$1.89M	2	0.03%	Reduced
2502	GS GWN Securities Palm Beach Gardens, Florida	$1.03M	+$180K	2	0.17%	Increased
2503	VAM Verity Asset Management Durham, North Carolina	$1.03M	+$520K	1	0.39%	Increased
2504	BWA Blodgett Wealth Advisors Concord, California	$1.03M	+$430K	2	0.69%	Increased
2505	EWM Elevatus Welath Management Victor, New York	$1.03M	+$190K	2	0.25%	Increased
2506	ECA Elevated Capital Advisors Sandy, Utah	$1.03M	-$593K	3	0.28%	Reduced
2507	KFS Keynote Financial Services Vernon, Connecticut	$1.03M	+$623K	4	0.48%	Increased
2508	RIM Rockbridge Investment Management Syracuse, New York	$1.02M	+$1.36K	1	0.08%	Increased
2509	DIM Delta Investment Management San Francisco, California	$1.02M	-$467K	2	0.17%	Reduced
2510	VH Visionary Horizons Knoxville, Tennessee	$1.02M	+$19K	1	0.43%	Increased
2511	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.02M	+$328K	2	0.07%	Increased
2512	RS R Squared Central, Hong Kong	$1.02M	+$411K	2	0.54%	Increased
2513	AWM Arista Wealth Management Las Vegas, Nevada	$1.02M	-$510K	2	0.11%	Reduced
2514	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$1.02M	+$10.2K	2	0.12%	Increased
2515	VEM Vann Equity Management Plano, Texas	$1.02M	-$197K	1	0.62%	Reduced
2516	C WorldWide Group Copenhagen, Denmark	$1.01M	-$744K	1	0.02%	Reduced
2517	SJIM St. Johns Investment Management Jacksonville, Florida	$1.01M	+$211K	1	0.38%	Increased
2518	DIG Dauntless Investment Group Etna, New Hampshire	$1.01M	+$1.01M	1	0.8%	New
2519	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.01M	-$94.4K	2	0.85%	Reduced
2520	MFP Meridian Financial Partners Warrenton, Virginia	$1.01M	-$133K	2	0.34%	Reduced
2521	PBT Pictet Bank & Trust Nassau, Bahamas	$1.01M	+$93K	1	1.08%	Increased
2522	CBT Central Bank & Trust Lexington, Kentucky	$1.01M	-$641K	2	0.14%	Reduced
2523	AA Apriem Advisors Irvine, California	$1.01M	-$10.2K	2	0.09%	Reduced
2524	BFC Bedel Financial Consulting Indianapolis, Indiana	$1M	-$211K	1	0.09%	Reduced
2525	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$1M	-$290K	2	0.37%	Reduced