← 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
1101	Circle Wealth Management Summit, New Jersey	$7.68M	+$356K	3	0.1%	Increased
1102	NS Night Squared New York	$7.67M	+$7.65M	1	0.82%	New
1103	GIC Generali Investments CEE Prague, Czech Republic	$7.67M	+$940K	3	0.36%	Increased
1104	TCM Traynor Capital Management Malvern, Pennsylvania	$7.65M	+$1.33M	3	0.35%	Increased
1105	Daymark Wealth Partners Cincinnati, Ohio	$7.63M	-$620K	3	0.19%	Reduced
1106	LB Legacy Bridge West Des Moines, Iowa	$7.6M	-$30.3K	2	2.35%	Reduced
1107	KCPT Kingstone Capital Partners Texas Frisco, Texas	$7.59M	+$2.57M	2	4.04%	Increased
1108	VCP Verus Capital Partners Scottsdale, Arizona	$7.55M	-$6.7M	4	0.41%	Reduced
1109	Chicago Partners Investment Group Chicago, Illinois	$7.47M	+$1.84M	4	0.15%	Increased
1110	Gates Capital Management New York	$7.41M	$0	1	0.18%	Maintained
1111	Simplicity Wealth Summit, New Jersey	$7.4M	+$3.27M	3	0.25%	Increased
1112	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$7.4M	+$652K	2	2.1%	Increased
1113	ISB Iowa State Bank Urbandale, Iowa	$7.38M	-$57.2K	2	1.23%	Reduced
1114	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$7.37M	+$144K	1	1.33%	Increased
1115	BWP Balboa Wealth Partners Scottsdale, Arizona	$7.35M	+$1.82M	2	1%	Increased
1116	RWC Rare Wolf Capital Bellevue, Washington	$7.34M	+$2.11M	3	4.72%	Increased
1117	SGWP Sun Group Wealth Partners Irvine, California	$7.31M	-$112K	1	4.99%	Reduced
1118	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$7.31M	+$653K	6	0.21%	Increased
1119	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$7.29M	+$1.16M	2	0.69%	Increased
1120	PIP Philadelphia Investment Partners Voorhees, New Jersey	$7.28M	-$1.08M	1	4.54%	Reduced
1121	Focus Financial Network Minneapolis, Minnesota	$7.23M	+$785K	4	0.22%	Increased
1122	Rokos Capital Management (UK) London, United Kingdom	$7.22M	-$14.2M	1	0.03%	Reduced
1123	IA Integrity Alliance Urbandale, Iowa	$7.21M	+$533K	3	0.23%	Increased
1124	MFS Mirabella Financial Services London, United Kingdom	$7.2M	+$4.25M	3	0.69%	Increased
1125	SBFM S-Bank Fund Management Helsinki, Finland	$7.2M	-$5.18M	3	0.98%	Reduced