← 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	NERM New England Research & Management Chicago, Illinois	$237K	+$271K	1	0.11%	New
2502	PNAA Pictet North America Advisors Geneva 73, Switzerland	$237K	-$207K	1	0.02%	Reduced
2503	WFA Wellspring Financial Advisors Cleveland, Ohio	$237K	+$5.34K	1	0.07%	Increased
2504	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$236K	$0	1	0.11%	Maintained
2505	CCM Carlson Capital Management Northfield, Minnesota	$235K	+$41.3K	1	0.02%	Increased
2506	SFG Sather Financial Group Victoria, Texas	$235K	+$260K	1	0.02%	New
2507	ACP Aviance Capital Partners Naples, Florida	$234K	-$27.5K	1	0.04%	Reduced
2508	BCM Blume Capital Management Berkeley, California	$234K	+$22.6K	3	0.08%	Increased
2509	CIP Champlain Investment Partners Burlington, Vermont	$234K	-$104M	1	0%	Reduced
2510	DAM Diamant Asset Management Ridgefield, Connecticut	$234K	+$14K	1	0.17%	Increased
2511	GG Greenwood Gearhart Fayetteville, Arkansas	$234K	+$259K	1	0.03%	New
2512	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$234K	$0	1	0.02%	Maintained
2513	FAG Financial Advisory Group Houston, Texas	$233K	$0	1	0.05%	Maintained
2514	BFC Bedel Financial Consulting Indianapolis, Indiana	$232K	+$12.8K	3	0.07%	Increased
2515	CFO Collective Family Office York, Pennsylvania	$231K	+$255K	1	0.09%	New
2516	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$231K	+$255K	1	0.01%	New
2517	CFS CRA Financial Services Northfield, New Jersey	$230K	$0	1	0.07%	Maintained
2518	LOAMU Lombard Odier Asset Management (USA) New York	$230K	-$7.14M	1	0.01%	Reduced
2519	MIA MainStreet Investment Advisors Chicago, Illinois	$230K	-$34.3K	1	0.02%	Reduced
2520	UL Unionview LLC Seattle, Washington	$230K	+$254K	1	0.22%	New
2521	VFM Vivid Financial Management Orcutt, California	$230K	-$17.7K	1	0.09%	Reduced
2522	BDS Banco de Sabadell Miami, Florida	$229K	-$2.2M	1	0.13%	Reduced
2523	Palisade Capital Management Fort Lee, New Jersey	$229K	+$253K	1	0%	New
2524	TWM Titus Wealth Management Larskpur, California	$229K	-$26.3K	1	0.1%	Reduced
2525	CF Corrigan Financial Middletown, Rhode Island	$229K	$0	1	0.07%	Maintained