← 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
826	HW Hedeker Wealth Lincolnshire, Illinois	$10.1M	$0	1	3.11%	Maintained
827	IWP Icon Wealth Partners Houston, Texas	$10M	-$66.4K	3	1.06%	Reduced
828	AAM Autus Asset Management Scottsdale, Arizona	$10M	+$171K	1	1.1%	Increased
829	MCCP Mission Creek Capital Partners San Francisco, California	$9.98M	-$21M	2	1.86%	Reduced
830	SG Stonnington Group Pasadena, California	$9.97M	+$1.76M	2	2.23%	Increased
831	LA Linden Advisors New York	$9.97M	$0	1	0.06%	Maintained
832	MI MMCAP International Grand Cayman, Cayman Islands	$9.97M	$0	1	0.7%	Maintained
833	NCM Novare Capital Management Charlotte, North Carolina	$9.97M	+$99.8K	2	1.11%	Increased
834	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$9.96M	+$213K	2	1.05%	Increased
835	M MOTCO San Antonio, Texas	$9.95M	+$301K	2	0.65%	Increased
836	Engineers Gate Manager New York	$9.94M	+$2.06M	4	0.57%	Increased
837	MIM Marco Investment Management Atlanta, Georgia	$9.9M	-$224K	1	1.09%	Reduced
838	RIM Redpoint Investment Management Sydney, NSW, Australia	$9.88M	+$251K	3	0.84%	Increased
839	Fiduciary Trust Boston, Massachusetts	$9.88M	+$868K	2	0.18%	Increased
840	CA CapWealth Advisors Franklin, Tennessee	$9.87M	+$65.4K	1	1.08%	Increased
841	AF Ally Financial Detroit, Michigan	$9.76M	$0	1	0.95%	Maintained
842	FC FORA Capital Miami, Florida	$9.73M	+$3.29M	2	2.46%	Increased
843	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$9.68M	+$2.86M	2	1.28%	Increased
844	OC One01 Capital Burlingame, California	$9.64M	$0	1	3.39%	Maintained
845	SCM Shaolin Capital Management Miami, Florida	$9.62M	+$9.52M	1	0.29%	New
846	CBA Coastal Bridge Advisors Westport, Connecticut	$9.62M	$0	1	2.22%	Maintained
847	TFM TPI Fund Managers London, United Kingdom	$9.6M	+$54.6K	1	1.3%	Increased
848	KCM Karp Capital Management Sausalito, California	$9.6M	+$690K	2	1.35%	Increased
849	Independent Financial Group San Diego, California	$9.56M	-$149K	3	0.98%	Reduced
850	Kingsview Wealth Management Grants Pass, Oregon	$9.56M	+$444K	2	0.45%	Increased