← 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
901	SFG Summit Financial Group Moorefield, West Virginia	$455K	-$919	1	0.36%	Reduced
902	AP Appleton Partners Boston, Massachusetts	$453K	+$182K	2	0.07%	Increased
903	Aristotle Atlantic Partners Sarasota, Florida	$451K	+$194K	1	0.16%	Increased
904	WPP Whalerock Point Partners Providence, Rhode Island	$450K	+$28.7K	1	0.14%	Increased
905	CC Cadinha & Co Honolulu, Hawaii	$449K	+$109K	1	0.09%	Increased
906	CHAM Clear Harbor Asset Management Stamford, Connecticut	$441K	+$205K	1	0.09%	Increased
907	Colony Group Boston, Massachusetts	$441K	+$435K	1	0.02%	New
908	ECP Elk Creek Partners Denver, Colorado	$440K	+$65.2K	1	0.03%	Increased
909	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$436K	$0	1	0.05%	Maintained
910	WAM Weatherly Asset Management Del Mar, California	$435K	$0	1	0.1%	Maintained
911	FFC First Financial Corp Terre Haute, Indiana	$425K	-$41.1K	1	0.31%	Reduced
912	NA Neuburgh Advisers Los Angeles, California	$423K	+$429K	1	0.01%	New
913	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$419K	+$391K	1	0.09%	New
914	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$417K	+$34.7K	1	0.05%	Increased
915	Montag & Associates Atlanta, Georgia	$415K	+$410K	1	0.04%	New
916	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$410K	+$148K	3	0.06%	Increased
917	CCP Corient Capital Partners Newport Beach, California	$407K	-$43.3K	1	0.08%	Reduced
918	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$407K	$0	1	0.06%	Maintained
919	HWA HCR Wealth Advisors Los Angeles, California	$405K	+$16.9K	1	0.14%	Increased
920	FAIM Financial Advocates Investment Management Olympia, Washington	$403K	+$145K	1	0.05%	Increased
921	Cetera Advisors Denver, Colorado	$401K	+$21.4K	1	0.02%	Increased
922	HS HighVista Strategies Boston, Massachusetts	$397K	+$77.9K	1	0.17%	Increased
923	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$395K	+$103K	1	0.18%	Increased
924	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$395K	+$401K	1	0.05%	New
925	EWM Edge Wealth Management New York	$395K	$0	1	0.1%	Maintained