← 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	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1.11M	-$39.2K	1	0.49%	Reduced
1002	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.11M	-$4.13M	2	0.21%	Reduced
1003	CFG CMC Financial Group Atlanta, Georgia	$1.11M	+$443K	1	1.42%	Increased
1004	ProVise Management Group Clearwater, Florida	$1.11M	+$56.4K	1	0.15%	Increased
1005	Advisory Research Chicago, Illinois	$1.1M	-$215K	1	0.02%	Reduced
1006	CWM Chesapeake Wealth Management Williamsburg, Virginia	$1.1M	-$474K	1	0.46%	Reduced
1007	Algert Global San Francisco, California	$1.1M	+$1.05M	1	0.41%	New
1008	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.1M	+$1.05M	1	0.27%	New
1009	Comerica Securities Detroit, Michigan	$1.09M	+$644K	2	0.12%	Increased
1010	Bell Bank Fargo, North Dakota	$1.09M	-$18.5K	1	0.24%	Reduced
1011	Nicolet Bankshares Green Bay, Wisconsin	$1.09M	+$145K	1	0.45%	Increased
1012	Circle Wealth Management Summit, New Jersey	$1.09M	+$251K	2	0.24%	Increased
1013	Toth Financial Advisory Leesburg, Virginia	$1.08M	+$335K	2	0.24%	Increased
1014	Independent Advisor Alliance Charlotte, North Carolina	$1.08M	+$161K	1	0.16%	Increased
1015	CCM Cribstone Capital Management Augusta, Maine	$1.07M	+$201K	1	0.58%	Increased
1016	Essex Financial Services Essex, Connecticut	$1.06M	-$164K	2	0.31%	Reduced
1017	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.06M	+$760K	3	0.31%	Increased
1018	Dock Street Asset Management Palm Beach, Florida	$1.05M	+$4.47K	1	0.35%	Increased
1019	SI Sensato Investors San Francisco, California	$1.04M	$0	1	0.32%	Maintained
1020	Tower Research Capital (TRC) New York	$1.04M	-$2.1M	2	0.07%	Reduced
1021	RG Rikoon Group Santa Fe, New Mexico	$1.04M	-$54.5K	1	0.39%	Reduced
1022	VR Viridian RIA Bothell, Washington	$1.03M	+$22.6K	1	0.41%	Increased
1023	Simmons Bank Pine Bluff, Arkansas	$1.02M	+$16.5K	1	0.1%	Increased
1024	Bernicke Wealth Management Altoona, Wisconsin	$1.01M	-$8.15K	1	0.61%	Reduced
1025	Altium Wealth Management Purchase, New York	$1.01M	+$304K	1	0.15%	Increased