← 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
1001	MCM Mill Capital Management Concord, North Carolina	$9.38M	-$17.1K	1	0.63%	Reduced
1002	CCM Cinctive Capital Management New York	$9.35M	+$9.32M	1	0.34%	New
1003	SVCP Silicon Valley Capital Partners San Jose, California	$9.31M	-$9.29M	3	0.75%	Reduced
1004	IAS Insigneo Advisory Services Miami, Florida	$9.25M	+$1.08M	3	0.35%	Increased
1005	PIM Plato Investment Management Sydney, NSW, Australia	$9.25M	-$7.56M	3	0.53%	Reduced
1006	CWM CMH Wealth Management Portsmouth, New Hampshire	$9.23M	-$3.42M	3	1.41%	Reduced
1007	MIM Marco Investment Management Atlanta, Georgia	$9.23M	+$384K	1	0.61%	Increased
1008	NB Nicolet Bankshares Green Bay, Wisconsin	$9.22M	+$1.9M	3	0.29%	Increased
1009	EG Ellerson Group Annapolis, Maryland	$9.19M	-$115K	1	5.43%	Reduced
1010	PWS Peterson Wealth Services South Ogden, Utah	$9.17M	-$61.7K	2	2%	Reduced
1011	RIL Rothschild Investment LLC Chicago, Illinois	$9.11M	+$4.51M	6	0.34%	Increased
1012	Miracle Mile Advisors Los Angeles, California	$9.11M	-$109K	3	0.11%	Reduced
1013	FCP Fidelis Capital Partners Tampa, Florida	$9.07M	+$89.7K	3	0.52%	Increased
1014	AGC Alden Global Capital Brandon, Florida	$9.05M	+$10.6M	1	3.32%	New
1015	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$9.04M	-$2.97M	3	0.79%	Reduced
1016	Empirical Finance Havertown, Pennsylvania	$9.04M	+$304K	3	0.38%	Increased
1017	CIG Consolidated Investment Group Englewood, Colorado	$9.02M	$0	2	0.78%	Maintained
1018	Cary Street Partners Richmond, Virginia	$8.99M	+$1.72M	3	0.2%	Increased
1019	FHC First Horizon Corporation Memphis, Tennessee	$8.98M	-$718K	4	0.35%	Reduced
1020	Regions Financial Corp Birmingham, Alabama	$8.97M	-$3.21M	3	0.05%	Reduced
1021	AG Ascent Group Virginia Beach, Virginia	$8.96M	+$270K	3	0.27%	Increased
1022	ET Entropy Technologies New York	$8.95M	-$5.97M	1	0.36%	Reduced
1023	GCM Gables Capital Management Miami, Florida	$8.94M	+$724K	3	3.23%	Increased
1024	LA LM Advisors San Diego, California	$8.93M	+$8.52M	3	1.03%	Increased
1025	PL Parthenon LLC Louisville, Kentucky	$8.9M	+$79.1K	1	0.93%	Increased