← 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
951	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$10.6M	-$3.01M	3	0.34%	Reduced
952	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$10.5M	-$475K	1	0.47%	Reduced
953	Quadrant Capital Group Cincinnati, Ohio	$10.5M	-$6.15M	4	0.29%	Reduced
954	BFS Burr Financial Services Pleasant Hill, California	$10.5M	-$509K	2	6.52%	Reduced
955	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$10.5M	-$1.7M	1	0.38%	Reduced
956	GAMMA Investing Foster City, California	$10.5M	-$907K	6	0.39%	Reduced
957	ROC Running Oak Capital Edina, Minnesota	$10.5M	+$10.4M	1	1.78%	New
958	TCM Telos Capital Management San Diego, California	$10.4M	-$40.3K	3	0.92%	Reduced
959	DI Dalton Investments Las Vegas, Nevada	$10.4M	+$4.69M	1	9.4%	Increased
960	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$10.4M	+$741K	2	1.26%	Increased
961	AFS Aft Forsyth & Sober Valrico, Florida	$10.4M	$0	2	3.26%	Maintained
962	KP Kiltearn Partners Edinburgh, United Kingdom	$10.4M	+$9.44M	1	2.52%	Increased
963	Mission Wealth Management Santa Barbara, California	$10.4M	+$4.3M	4	0.13%	Increased
964	NCM Narwhal Capital Management Marietta, Georgia	$10.3M	+$7.03M	1	0.71%	Increased
965	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$10.3M	-$225K	3	0.48%	Reduced
966	VF Virtu Financial New York	$10.2M	+$10.5M	5	0.32%	Increased
967	BFA Benningfield Financial Advisors San Francisco, California	$10.2M	$0	1	7.56%	Maintained
968	Savvy Advisors Inc New York	$10.2M	+$2M	3	0.22%	Increased
969	Diversified Trust Memphis, Tennessee	$10.1M	-$1.54M	3	0.16%	Reduced
970	ORI Oak Ridge Investments Chicago, Illinois	$10.1M	-$459K	1	0.57%	Reduced
971	Capital Wealth Planning Naples, Florida	$10.1M	+$1.09M	1	0.05%	Increased
972	Western Wealth Management Golden, Colorado	$10M	-$1.1M	3	0.33%	Reduced
973	AFP Ausdal Financial Partners Davenport, Iowa	$10M	-$1.68M	3	0.39%	Reduced
974	BSCCG Blue Sky Capital Consultants Group Poway, California	$9.97M	-$187K	1	4.26%	Reduced
975	Valeo Financial Advisors Carmel, Indiana	$9.96M	+$83K	4	0.21%	Increased