← 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
676	KC KCL Capital New York	$9.84M	+$9.07M	2	0.93%	New
677	Private Advisor Group Morristown, New Jersey	$9.79M	+$1.46M	3	0.13%	Increased
678	Cetera Advisor Networks El Segundo, California	$9.78M	+$972K	2	0.25%	Increased
679	MCCP Mission Creek Capital Partners San Francisco, California	$9.77M	+$9.27M	2	3.85%	Increased
680	SCA Sander Capital Advisors Seattle, Washington	$9.75M	-$182K	1	5.2%	Reduced
681	LC Lunia Capital Dallas, Texas	$9.71M	-$5.45M	2	4.26%	Reduced
682	Independent Advisor Alliance Charlotte, North Carolina	$9.68M	+$5.38M	2	0.73%	Increased
683	First Allied Advisory Services San Diego, California	$9.68M	+$1.13M	2	0.33%	Increased
684	EP Edgestream Partners Princeton, New Jersey	$9.67M	+$8.42M	1	0.62%	New
685	NCM Nelson Capital Management Menlo Park, California	$9.56M	-$279K	1	1.67%	Reduced
686	FSCM First Sabrepoint Capital Management Dallas, Texas	$9.55M	-$1.53M	1	3.41%	Reduced
687	Alyeska Investment Group Chicago, Illinois	$9.5M	-$114M	1	0.14%	Reduced
688	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$9.48M	+$3.16M	3	0.51%	Increased
689	KIA KCM Investment Advisors Greenbrae, California	$9.45M	+$693K	2	0.52%	Increased
690	CCM Crossvault Capital Management San Antonio, Texas	$9.39M	-$206K	2	4.08%	Reduced
691	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$9.38M	+$205K	1	0.51%	Increased
692	DAM Deltec Asset Management New York	$9.37M	+$447K	2	1.68%	Increased
693	CWM Cabot Wealth Management Salem, Massachusetts	$9.3M	-$29K	2	1.69%	Reduced
694	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$9.18M	-$98.6K	2	1.66%	Reduced
695	Raymond James Trust St. Petersburg, Florida	$9.15M	+$308K	2	0.39%	Increased
696	F.L. Putnam Investment Management Lynnfield, Massachusetts	$9.04M	-$81.1K	2	0.5%	Reduced
697	KWMG King Wealth Management Group Naples, Florida	$9.02M	+$185K	1	2.34%	Increased
698	First National Trust Hermitage, Pennsylvania	$9.01M	+$595K	1	0.7%	Increased
699	SteelPeak Wealth Woodland Hills, California	$8.95M	+$5.49M	2	0.96%	Increased
700	Perigon Wealth Management San Francisco, California	$8.94M	-$50.7K	2	1.25%	Reduced