← 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
2626	CFO Collective Family Office York, Pennsylvania	$332K	+$1.58K	1	0.12%	Increased
2627	HB HTLF Bank Denver, Colorado	$331K	+$285K	1	0.04%	New
2628	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$329K	-$40.7K	2	0.15%	Reduced
2629	WHC Wulff, Hansen & Co San Rafael, California	$328K	+$341K	1	0.36%	New
2630	Savvy Advisors Inc New York	$327K	+$281K	1	0.32%	New
2631	Capula Management Grand Cayman, Cayman Islands	$326K	-$226K	1	0.01%	Reduced
2632	JCFM JBR Co Financial Management Ardmore, Oklahoma	$326K	+$280K	1	0.31%	New
2633	PGAM Princeton Global Asset Management Princeton, New Jersey	$325K	+$42.4K	3	0.08%	Increased
2634	SCM Schnieders Capital Management Pasadena, California	$325K	+$280K	1	0.07%	New
2635	SWA Strata Wealth Advisors Dallas, Texas	$325K	-$453	1	0.13%	Reduced
2636	KI Kapitalo Investimentos Sao Paulo, Brazil	$324K	+$230K	3	0.07%	Increased
2637	CG Corundum Group Colorado Springs, Colorado	$324K	-$24.6K	1	0.16%	Reduced
2638	B Bellecapital Zurich, Switzerland	$322K	-$2.94K	1	0.07%	Reduced
2639	GMA Glassy Mountain Advisors Bethesda, Maryland	$322K	$0	1	0.13%	Maintained
2640	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$322K	+$259K	1	0.16%	New
2641	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$321K	-$19.2K	1	0.37%	Reduced
2642	Arax Advisory Partners Denver, Colorado	$321K	-$13.2K	4	0.04%	Reduced
2643	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$320K	+$9.73K	1	0.06%	Increased
2644	BFC Bedel Financial Consulting Indianapolis, Indiana	$319K	-$1.36K	1	0.06%	Reduced
2645	JF JSF Financial Los Angeles, California	$317K	+$1.36K	1	0.11%	Increased
2646	JF Joule Financial Lexington, Kentucky	$316K	-$102K	1	0.15%	Reduced
2647	YWM Yoder Wealth Management Walnut Creek, California	$316K	-$8.37K	1	0.22%	Reduced
2648	CPA Capital Planning Advisors Roseville, California	$315K	-$905	1	0.06%	Reduced
2649	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$315K	+$37.3K	1	0.03%	Increased
2650	SG Somerset Group Wayzata, Minnesota	$315K	$0	1	0.26%	Maintained