← 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	Larson Financial Group St Louis, Missouri	$33.9M	+$4.39M	6	1.19%	Increased
677	Danica Pension Livsforsikrings Copenhagen V,	$33.7M	+$5.48M	2	0.52%	Increased
678	SEM Suncoast Equity Management Tampa, Florida	$33.6M	-$248K	4	3.36%	Reduced
679	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$33.6M	+$55.1K	1	2.99%	Increased
680	Rokos Capital Management (UK) London, United Kingdom	$33.6M	-$29.5M	2	0.14%	Reduced
681	Diversify Wealth Management Sandy, Utah	$33.6M	+$229K	3	1.94%	Increased
682	AC Avestar Capital New York	$33.5M	+$23.2M	4	2.19%	Increased
683	DCP Distillate Capital Partners Chicago, Illinois	$33.4M	+$9.39M	2	1.73%	Increased
684	Allianz Munich, Germany	$33.4M	-$75.9K	3	0.71%	Reduced
685	Americana Partners Houston, Texas	$33.3M	-$4.42M	3	1%	Reduced
686	Meridian Wealth Management Lexington, Kentucky	$33.3M	+$4.59M	4	1.28%	Increased
687	Becker Capital Management Portland, Oregon	$33.2M	+$105K	3	0.97%	Increased
688	MassMutual Private Wealth & Trust Windsor, Connecticut	$33.1M	+$1.7M	5	0.84%	Increased
689	Sigma Planning Corp Ann Arbor, Michigan	$32.9M	-$77.5K	4	0.94%	Reduced
690	Apollon Wealth Management Mount Pleasant, South Carolina	$32.6M	+$2.83M	3	0.58%	Increased
691	SCM Stevens Capital Management Radnor, Pennsylvania	$32.6M	+$26.6M	2	4.33%	Increased
692	Sterling Capital Management Charlotte, North Carolina	$32.4M	-$8.59M	6	0.47%	Reduced
693	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$32.4M	-$1.59M	1	2.19%	Reduced
694	MC Middleton & Co Boston, Massachusetts	$32.3M	+$291K	2	3.5%	Increased
695	R.M. Davis Inc Portland, Maine	$32.2M	+$7.48M	2	0.56%	Increased
696	Hantz Financial Services Southfield, Michigan	$32.2M	-$2.92M	5	0.49%	Reduced
697	JWCA J.W. Cole Advisors Tampa, Florida	$31.9M	-$112K	4	0.61%	Reduced
698	KG Kieckhefer Group Mequon, Wisconsin	$31.8M	+$1.12M	2	14.9%	Increased
699	SH Svenska Handelsbanken Stockholm, Sweden	$31.8M	+$32.2M	1	11.12%	New
700	GWM Greenwich Wealth Management Greenwich, Connecticut	$31.4M	-$8.03M	3	1.56%	Reduced