← 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	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$515K	+$4.08K	1	0.06%	Increased
952	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$503K	+$114K	1	0.05%	Increased
953	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$499K	+$9.06K	1	0.05%	Increased
954	SCC Spring Creek Capital Wichita, Kansas	$494K	+$462K	1	0.06%	New
955	FIM Freedom Investment Management Hartford, Connecticut	$491K	+$38.7K	1	0.03%	Increased
956	MC Montag & Caldwell Atlanta, Georgia	$491K	$0	1	0.02%	Maintained
957	TAM Tyers Asset Management Austin, Texas	$487K	$0	1	0.02%	Maintained
958	BOH Bank of Hawaii Honolulu, Hawaii	$486K	+$454K	1	0.04%	New
959	WAM Weatherly Asset Management Del Mar, California	$479K	+$26K	1	0.11%	Increased
960	AB Atlas Brown Louisville, Kentucky	$474K	+$44K	1	0.11%	Increased
961	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$471K	+$13.5K	3	0.07%	Increased
962	CPA Clear Perspective Advisors Aurora, Illinois	$470K	+$327K	2	0.33%	Increased
963	GH GAM Holding Zurich, Switzerland	$469K	-$4.42K	1	0.02%	Reduced
964	Buckingham Strategic Wealth Clayton, Missouri	$466K	+$33.2K	1	0.08%	Increased
965	Capstone Investment Advisors New York	$457K	+$428K	1	0.01%	New
966	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$454K	$0	1	0.48%	Maintained
967	HighPoint Advisor Group Downers Grove, Illinois	$454K	+$36.2K	1	0.12%	Increased
968	Aspiriant LLC Los Angeles, California	$449K	+$34.8K	1	0.04%	Increased
969	SA Strategic Advisors New York	$447K	+$195K	1	0.18%	Increased
970	ACM Aviance Capital Management Sarasota, Florida	$444K	+$415K	1	0.04%	New
971	AW ACG Wealth Atlanta, Georgia	$442K	+$40.1K	1	0.07%	Increased
972	DBT Dubuque Bank & Trust Dubuque, Iowa	$442K	-$11K	1	0.07%	Reduced
973	FFC First Financial Corp Terre Haute, Indiana	$440K	-$55.8K	1	0.31%	Reduced
974	ECP Elk Creek Partners Denver, Colorado	$436K	+$40.1K	1	0.02%	Increased
975	BW Bison Wealth Atlanta, Georgia	$433K	+$405K	1	0.32%	New