← 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
2526	AGM Alpine Global Management New York	$1M	+$1.07M	3	0.16%	Increased
2527	QWM QP Wealth Management Eatontown, New Jersey	$1,000K	-$11.9K	1	1.43%	Reduced
2528	TIM Thor Investment Management Cincinnati, Ohio	$999K	+$61.2K	1	0.57%	Increased
2529	WA Waddell & Associates Memphis, Tennessee	$990K	-$2.25M	3	0.05%	Reduced
2530	VIS Vega Investment Solutions Paris, France	$989K	+$758K	3	0.14%	Increased
2531	DCM Davis Capital Management Jacksonville, Florida	$989K	-$242K	4	0.59%	Reduced
2532	CWP Core Wealth Partners Santa Rosa, California	$988K	+$109K	1	0.42%	Increased
2533	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$985K	-$35.3K	1	0.14%	Reduced
2534	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$983K	-$819K	4	0.22%	Reduced
2535	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$982K	+$673K	2	0.08%	Increased
2536	TSW Three Seasons Wealth Salt Lake City, Utah	$982K	-$1.76M	1	0.09%	Reduced
2537	EL Essex LLC Deer Park, Illinois	$981K	+$147K	3	0.15%	Increased
2538	NRS Neville Rodie & Shaw New York	$978K	-$180K	1	0.06%	Reduced
2539	BWM BigSur Wealth Management Miami, Florida	$978K	-$648K	2	0.24%	Reduced
2540	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$976K	-$254K	2	0.08%	Reduced
2541	AAM Augustine Asset Management Jacksonville, Florida	$975K	+$176	1	0.2%	Increased
2542	DC Diametric Capital Boston, Massachusetts	$975K	+$1.07M	2	0.1%	New
2543	WAG Winthrop Advisory Group Boston, Massachusetts	$969K	+$134K	3	0.07%	Increased
2544	ACM ACT Capital Management Wayne, Pennsylvania	$968K	+$537K	2	0.63%	Increased
2545	SR Swiss Re Zurich, Switzerland	$968K	+$982K	3	0.09%	Increased
2546	IP Investment Partners New Philadelphia, Ohio	$967K	+$58.7K	1	0.3%	Increased
2547	SAA Southeast Asset Advisors Thomasville, Georgia	$966K	+$129K	2	0.1%	Increased
2548	CAAS Capital Asset Advisory Services Williamston, Michigan	$965K	+$317K	2	0.03%	Increased
2549	CFS CRA Financial Services Northfield, New Jersey	$965K	-$197K	1	0.11%	Reduced
2550	AF Aldebaran Financial	$962K	+$86.5K	2	0.78%	Increased