← 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
1026	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$8.87M	$0	1	0.64%	Maintained
1027	Focus Partners Advisor Solutions Saint Louis, Missouri	$8.86M	-$6.9M	3	0.08%	Reduced
1028	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.85M	+$3.12M	3	0.55%	Increased
1029	Spire Wealth Management Mclean, Virginia	$8.82M	-$5.95M	4	0.27%	Reduced
1030	OA Oak Associates Akron, Ohio	$8.71M	-$68.8K	3	0.49%	Reduced
1031	IP Indivisible Partners Clearwater, Florida	$8.7M	+$95.7K	3	0.49%	Increased
1032	RFG Advisory Birmingham, Alabama	$8.7M	+$2.15M	3	0.14%	Increased
1033	TLP Trinity Legacy Partners Houston, Texas	$8.58M	+$2.13M	2	1.72%	Increased
1034	AIM Access Investment Management Atlanta, Georgia	$8.58M	+$1.95M	1	2.2%	Increased
1035	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$8.58M	+$15.7K	2	4.55%	Increased
1036	HighPoint Advisor Group Downers Grove, Illinois	$8.56M	+$717K	4	0.3%	Increased
1037	PWM Positano Wealth Management Hong Kong,	$8.53M	+$2.17M	1	4.62%	Increased
1038	SGI Swan Global Investments Durango, Colorado	$8.52M	+$9.37M	2	0.25%	Increased
1039	ECM Empirical Capital Management Hendersonville, Tennessee	$8.52M	+$546K	1	2.33%	Increased
1040	ISWM Independent Solutions Wealth Management Williamsville, New York	$8.51M	-$371K	1	1.11%	Reduced
1041	CCC Compass Capital Corp Braintree, Massachusetts	$8.49M	-$257K	2	2.76%	Reduced
1042	MIA MMBG Investment Advisors Miami, Florida	$8.49M	-$3.82M	2	0.67%	Reduced
1043	GC GFG Capital Miami, Florida	$8.48M	+$241K	2	2.33%	Increased
1044	Great Lakes Advisors Chicago, Illinois	$8.48M	-$945K	3	0.06%	Reduced
1045	IPW IronBridge Private Wealth Austin, Texas	$8.46M	+$2.44M	2	2.78%	Increased
1046	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$8.45M	+$2.47M	2	1.56%	Increased
1047	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.44M	+$5.37M	1	0.74%	Increased
1048	GAI General American Investors New York	$8.44M	+$2.48M	1	0.5%	Increased
1049	NC Nightview Capital Austin, Texas	$8.4M	$0	2	6.29%	Maintained
1050	SW SlateStone Wealth Jupiter, Florida	$8.39M	-$336K	2	0.64%	Reduced