← 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
726	PMG ProVise Management Group Clearwater, Florida	$284K	+$301K	1	0.05%	New
727	SM Sciencast Management Princeton, New Jersey	$281K	+$305K	1	0.38%	New
728	CPP Crow Point Partners Boston, Massachusetts	$280K	+$304K	1	0.05%	New
729	FPFS First Personal Financial Services Charlotte, North Carolina	$280K	+$277K	3	0.07%	Increased
730	ECP Elk Creek Partners Denver, Colorado	$279K	-$19.2K	1	0.02%	Reduced
731	Azimuth Capital Management Bloomfield Hills, Michigan	$278K	-$10.2K	1	0.02%	Reduced
732	Covington Capital Management Los Angeles, California	$272K	+$288K	1	0.02%	New
733	VFA Voya Financial Advisors Windsor, Connecticut	$272K	+$48.3K	1	0.02%	Increased
734	PL Parkwood LLC Cleveland, Ohio	$268K	+$262K	1	0.04%	New
735	BM Brandywine Managers Hockessin, Delaware	$267K	+$290K	1	0.06%	New
736	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$267K	-$344K	1	0.05%	Reduced
737	CCP Corient Capital Partners Newport Beach, California	$266K	-$43.5K	1	0.05%	Reduced
738	NFG Next Financial Group Houston, Texas	$262K	+$146K	1	0.05%	Increased
739	LW Linscomb Wealth Houston, Texas	$260K	+$275K	1	0.02%	New
740	1SB 1ST Source Bank South Bend, Indiana	$259K	+$25.8K	1	0.02%	Increased
741	AL Agran Libbie Santa Monica, California	$258K	$0	1	0.06%	Maintained
742	Banco Santander Madrid, Spain	$256K	+$267K	1	0.01%	New
743	BCP Berkeley Capital Partners Milton, Georgia	$256K	+$39.4K	1	0.18%	Increased
744	WAM Weatherly Asset Management Del Mar, California	$255K	-$6.05K	1	0.08%	Reduced
745	Stratos Wealth Partners Beachwood, Ohio	$253K	+$38.8K	1	0.02%	Increased
746	AB Atlas Brown Louisville, Kentucky	$246K	$0	1	0.1%	Maintained
747	HCM Hollencrest Capital Management Newport Beach, California	$246K	-$218K	1	0.04%	Reduced
748	HBK Sorce Advisory Erie, Pennsylvania	$245K	-$33.4K	1	0.04%	Reduced
749	ANB Amarillo National Bank Amarillo, Texas	$243K	$0	1	0.09%	Maintained
750	MC Miles Capital West Des Moines, Iowa	$243K	$0	1	0.15%	Maintained