← 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
1076	HVIA Hudson Valley Investment Advisors Goshen, New York	$8.03M	-$268K	2	0.98%	Reduced
1077	GCM Glynn Capital Management Menlo Park, California	$8.02M	+$1.23M	1	2.21%	Increased
1078	MIC Meridian Investment Counsel Lafayette, California	$7.99M	+$359K	3	1.71%	Increased
1079	GFG Genesis Financial Group Paramus, New Jersey	$7.97M	+$773K	1	5.19%	Increased
1080	JSL JT Stratford LLC Gainesville, Georgia	$7.97M	+$2.5M	3	0.87%	Increased
1081	OL Owen LaRue Elizabethtown, Kentucky	$7.95M	-$1.02M	1	2.76%	Reduced
1082	SIS Sound Income Strategies Ft Lauderdale, Florida	$7.92M	+$7.95M	3	0.36%	Increased
1083	Smartleaf Asset Management Boston, Massachusetts	$7.9M	$0	6	0.26%	Maintained
1084	TC Trilogy Capital Irvine, California	$7.88M	+$5.11M	3	0.31%	Increased
1085	HBK Sorce Advisory Erie, Pennsylvania	$7.87M	+$188K	3	0.15%	Increased
1086	ACM Aljian Capital Management Carson City, Nevada	$7.83M	-$189K	2	1.45%	Reduced
1087	ATC Argent Trust Co Nashville, Tennessee	$7.82M	+$250K	3	0.23%	Increased
1088	MCC Money Concepts Capital Palm Beach Gardens, Florida	$7.81M	+$985K	4	0.36%	Increased
1089	KFP KMG Fiduciary Partners Toledo, Ohio	$7.81M	-$1.52M	2	0.73%	Reduced
1090	SIA Soltis Investment Advisors St. George, Utah	$7.81M	+$230K	3	0.43%	Increased
1091	CFO Cambient Family Office Ada, Michigan	$7.78M	-$785K	3	0.96%	Reduced
1092	AAP Ardsley Advisory Partners Stamford, Connecticut	$7.77M	+$1.28M	2	0.81%	Increased
1093	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$7.77M	-$2.23M	2	0.26%	Reduced
1094	CE Cornerstone Enterprises Appleton, Wisconsin	$7.77M	+$167K	1	3.54%	Increased
1095	RWA Wealth Partners Newton, Massachusetts	$7.76M	-$617K	4	0.07%	Reduced
1096	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$7.74M	-$718K	4	0.29%	Reduced
1097	EWM Elite Wealth Management Kirkland, Washington	$7.74M	+$57.3K	1	2.29%	Increased
1098	WIM Weitz Investment Management Omaha, Nebraska	$7.72M	-$5.66M	1	0.53%	Reduced
1099	LIM Leavell Investment Management Mobile, Alabama	$7.71M	+$43.3K	1	0.28%	Increased
1100	TIS Titan Investment Solutions London,	$7.69M	+$6.3M	2	0.86%	Increased