← 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
2876	Edgewood Management Greenwich, Connecticut	$615K	-$417M	1	0.01%	Reduced
2877	RLH RD Lewis Holdings Maitland, Florida	$614K	-$108K	2	0.45%	Reduced
2878	DAM Diamant Asset Management Ridgefield, Connecticut	$614K	+$612K	1	0.42%	New
2879	MAG MRA Advisory Group Parsippany, New Jersey	$614K	-$824K	1	0.22%	Reduced
2880	MFFIA McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts	$613K	+$611K	1	0.37%	New
2881	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$611K	+$67.1K	4	0.19%	Increased
2882	ADEF ABS Direct Equity Fund Stamford, Connecticut	$611K	+$27.6K	1	0.38%	New
2883	AIM ABS Investment Management Greenwich, Connecticut	$611K	+$27.6K	1	0.38%	New
2884	ACM Arlington Capital Management Arlington Heights, Illinois	$611K	-$214K	1	0.38%	Reduced
2885	GC Gullane Capital Memphis, Tennessee	$610K	$0	1	1.03%	Maintained
2886	SAM Synergy Asset Management Vancouver, Washington	$610K	+$83.8K	1	0.06%	Increased
2887	NF NavPoint Financial Prior Lake, Minnesota	$609K	$0	1	0.23%	Maintained
2888	NG Navigation Group Redwood City, California	$609K	$0	1	0.12%	Maintained
2889	TWP Tyche Wealth Partners Plano, Texas	$605K	+$187K	2	0.09%	Increased
2890	NIWA New Insight Wealth Advisors San Ramon, California	$604K	-$447K	2	0.18%	Reduced
2891	MBWA Marin Bay Wealth Advisors San Anselmo, California	$603K	+$199K	2	0.32%	Increased
2892	AIA AIMZ Investment Advisors Los Altos, California	$602K	$0	1	0.17%	Maintained
2893	LA Latitude Advisors Vero Beach, Florida	$602K	-$6.68K	1	0.24%	Reduced
2894	MCM Monument Capital Management Alexandria, Virginia	$602K	-$64.7K	1	0.12%	Reduced
2895	CS Crescent Sterling Metairie, Louisiana	$600K	-$97.2K	1	0.54%	Reduced
2896	WF Womack Financial Dallas, Texas	$600K	+$140K	2	0.4%	Increased
2897	GW&K Investment Management Boston, Massachusetts	$599K	-$547K	3	0%	Reduced
2898	ECM Ethos Capital Management Newtown, Pennsylvania	$599K	-$2.25M	1	0.43%	Reduced
2899	AWM Act Wealth Management Plano, Texas	$596K	+$199K	1	0.18%	Increased
2900	DCM Dimension Capital Management Coral Gables, Florida	$596K	-$26.9K	1	0.07%	Reduced