← 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
651	SC Scholtz & Company Stamford, Connecticut	$4.83M	+$139K	1	3.22%	Increased
652	Sigma Planning Corp Ann Arbor, Michigan	$4.77M	+$1.23M	3	0.27%	Increased
653	PWS Peloton Wealth Strategists Indianapolis, Indiana	$4.75M	-$46.5K	1	3.29%	Reduced
654	PWP Private Wealth Partners Mill Valley, California	$4.75M	-$850K	1	0.78%	Reduced
655	KC Kepos Capital New York	$4.7M	+$4.6M	1	0.35%	New
656	GAMCO Investors Greenwich, Connecticut	$4.69M	+$372K	2	0.04%	Increased
657	CI Cigna Investments Bloomfield, Connecticut	$4.69M	+$27.9K	2	0.52%	Increased
658	Diversified Trust Memphis, Tennessee	$4.58M	+$98.5K	2	0.22%	Increased
659	Parallel Advisors San Francisco, California	$4.58M	+$150K	3	0.51%	Increased
660	CC Cedar Capital Barrington, Illinois	$4.55M	+$370K	2	2.01%	Increased
661	Meag Munich Ergo Munich, Germany	$4.54M	+$4.53M	1	0.37%	New
662	SSI Scott & Selber Inc Houston, Texas	$4.49M	+$1.89M	2	2.35%	Increased
663	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$4.42M	+$2.34M	2	1.04%	Increased
664	RCM Riverhead Capital Management Wilmington, Delaware	$4.42M	+$533K	2	0.18%	Increased
665	Dakota Wealth Management Palm Beach Gardens, Florida	$4.4M	+$1.16M	1	0.87%	Increased
666	WI Wafra Inc New York	$4.39M	+$4.29M	1	0.15%	New
667	CAIMH Central Asset Investments & Management Holdings Hong Kong	$4.38M	+$4.05M	2	12.25%	New
668	TAM Third Avenue Management New York	$4.36M	-$1.3M	1	0.34%	Reduced
669	Sumitomo Life Insurance Tokyo, Japan	$4.35M	-$481K	1	0.58%	Reduced
670	Advisory Services Network Atlanta, Georgia	$4.33M	+$124K	2	0.3%	Increased
671	WF WealthTrust Fairport Cleveland, Ohio	$4.33M	+$1.02M	2	0.41%	Increased
672	NPT Nixon Peabody Trust Boston, Massachusetts	$4.32M	+$579K	1	2.83%	Increased
673	IM Islet Management New York	$4.31M	+$3.85M	1	0.5%	New
674	CMI Cider Mill Investments Greenwich, Connecticut	$4.31M	-$10.3M	1	5.97%	Reduced
675	HVIA Hudson Valley Investment Advisors Goshen, New York	$4.28M	+$675K	1	1.04%	Increased