← 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
1051	JDR Jay D. Rosenbaum	$908K	+$14.1K	1	1.72%	Increased
1052	Avantax Planning Partners Dubuque, Iowa	$900K	+$20.6K	2	0.06%	Increased
1053	Waldron Private Wealth Bridgeville, Pennsylvania	$900K	+$5.26K	1	0.1%	Increased
1054	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$894K	+$137K	2	0.05%	Increased
1055	SM Sabby Management Miami Beach, Florida	$889K	+$1.03M	1	1.12%	New
1056	FA Fagan Associates Troy, New York	$887K	+$13.3K	1	0.36%	Increased
1057	BCM Brown Capital Management Baltimore, Maryland	$881K	-$14.6K	1	0.01%	Reduced
1058	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$880K	+$294K	1	0.69%	Increased
1059	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$867K	+$49.1K	3	0.08%	Increased
1060	SFP Shepherd Financial Partners Winchester, Massachusetts	$863K	+$891K	1	0.16%	New
1061	Bahl & Gaynor Cincinnati, Ohio	$861K	+$822K	1	0.01%	New
1062	SJIM St. Johns Investment Management Jacksonville, Florida	$859K	+$60.8K	1	0.64%	Increased
1063	MCP Mirador Capital Partners Pleasanton, California	$854K	+$456K	2	0.42%	Increased
1064	CSA Cottage Street Advisors Marion, Massachusetts	$853K	+$881K	1	0.51%	New
1065	FHA Flagship Harbor Advisors Boston, Massachusetts	$853K	+$50.5K	2	0.18%	Increased
1066	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$851K	+$180K	1	0.38%	Increased
1067	NFG Nations Financial Group Cedar Rapids, Iowa	$851K	+$879K	1	0.56%	New
1068	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$849K	+$699K	3	0.05%	Increased
1069	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$845K	-$845K	1	0.57%	Reduced
1070	BCM BlueMar Capital Management Miami, Florida	$844K	+$806K	1	0.25%	New
1071	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$844K	+$6.4K	3	0.1%	Increased
1072	WAM Weatherly Asset Management Del Mar, California	$843K	-$31.5K	1	0.17%	Reduced
1073	CHAM Clear Harbor Asset Management Stamford, Connecticut	$840K	-$18.8K	1	0.17%	Reduced
1074	Wealthspire Advisors (Maryland) Potomac, Maryland	$837K	-$26.5K	2	0.06%	Reduced
1075	WPP Whalerock Point Partners Providence, Rhode Island	$834K	$0	1	0.48%	Maintained