← 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
2676	VPF Vantage Point Financial Lisle, Illinois	$795K	-$45.6K	1	0.24%	Reduced
2677	ArrowMark Colorado Holdings Denver, Colorado	$794K	$0	1	0.03%	Maintained
2678	JCM JAT Capital Management Greenwich, Connecticut	$794K	+$792K	1	1.68%	New
2679	NLWP Next Level Wealth Planning Meridian, Idaho	$793K	+$14.2K	1	0.35%	Increased
2680	BMWS Brady Martz Wealth Solutions Grand Forks, North Dakota	$793K	-$177K	1	0.12%	Reduced
2681	EWP Equity Wealth Partners Independence, Missouri	$791K	+$8.46K	1	0.28%	Increased
2682	THCM Taylor Hoffman Capital Management Richmond, Virginia	$788K	-$9.9K	1	0.19%	Reduced
2683	CSI Cross Staff Investments Pittsford, New York	$787K	-$215K	2	0.44%	Reduced
2684	CIA Cladis Investment Advisory Billings, Montana	$787K	-$13.3K	1	0.37%	Reduced
2685	WP WealthPLAN Partners Omaha, Nebraska	$786K	-$80.3K	1	0.15%	Reduced
2686	MWA Meridian Wealth Advisors Austin, Texas	$785K	-$48K	1	0.09%	Reduced
2687	Boston Trust Walden Boston, Massachusetts	$784K	-$73.3K	2	0.01%	Reduced
2688	KFA Kelleher Financial Advisors New York	$784K	+$430K	3	0.11%	Increased
2689	Needham Investment Management New York	$783K	+$615K	1	0.02%	Increased
2690	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$783K	+$8.09K	2	0.14%	Increased
2691	IIM Ironwood Investment Management Boston, Massachusetts	$782K	$0	1	0.27%	Maintained
2692	JMA J.M. Arbour Gardiner, Maine	$782K	+$262K	1	0.67%	Increased
2693	CCM Canal Capital Management Richmond, Virginia	$782K	-$361K	2	0.1%	Reduced
2694	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$779K	+$874K	1	0.07%	New
2695	DIA Dean Investment Associates Beavercreek, Ohio	$778K	+$873K	1	0.1%	New
2696	CCAM Crystal Cove Asset Management Newport Beach, California	$776K	+$774K	1	0.85%	New
2697	HGWM Horst & Graben Wealth Management Portland, Oregon	$776K	+$1.78K	1	0.1%	Increased
2698	PFA Pinnacle Family Advisors Springfield, Missouri	$775K	-$180K	1	0.33%	Reduced
2699	NB NBH Bank Greenwood Village, Colorado	$775K	+$881K	5	0.33%	New
2700	IPW Invictus Private Wealth Denver, Colorado	$770K	-$163K	1	0.04%	Reduced