← 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	MFG MidWestOne Financial Group Iowa City, Iowa	$756K	+$781K	1	0.21%	New
1102	Mount Yale Investment Advisors Denver, Colorado	$749K	+$230K	2	0.14%	Increased
1103	CCM Compton Capital Management Providence, Rhode Island	$748K	+$50.1K	1	0.32%	Increased
1104	BWM Buckley Wealth Management Las Vegas, Nevada	$735K	+$45.4K	1	0.34%	Increased
1105	GBT Grove Bank & Trust Miami, Florida	$715K	+$15K	1	0.26%	Increased
1106	Avior Wealth Management Omaha, Nebraska	$713K	+$235K	1	0.13%	Increased
1107	WAS WESPAC Advisors SoCal Pasadena, California	$707K	+$31.3K	1	0.38%	Increased
1108	RCM Requisite Capital Management Dallas, Texas	$686K	-$26.6K	1	0.27%	Reduced
1109	OIA Optimum Investment Advisors Chicago, Illinois	$682K	+$22.7K	2	0.22%	Increased
1110	IDBONY Israel Discount Bank of New York New York	$679K	+$41.5K	1	0.51%	Increased
1111	BW Bison Wealth Atlanta, Georgia	$678K	+$113K	1	0.4%	Increased
1112	FCA FinTrust Capital Advisors Greenville, South Carolina	$677K	+$28.6K	1	0.27%	Increased
1113	1SB 1ST Source Bank South Bend, Indiana	$673K	-$8.62K	1	0.06%	Reduced
1114	ATC Argent Trust Co Nashville, Tennessee	$672K	+$11.8K	1	0.07%	Increased
1115	CFA Cahill Financial Advisors Edina, Minnesota	$672K	-$47.6K	2	0.27%	Reduced
1116	NERM New England Research & Management Chicago, Illinois	$671K	+$407K	1	0.46%	Increased
1117	ANB Amarillo National Bank Amarillo, Texas	$670K	$0	1	0.27%	Maintained
1118	Intact Investment Management Montreal, Quebec, Canada	$667K	+$62.7K	1	0.02%	Increased
1119	ED Exane Derivatives Paris, France	$664K	+$567K	2	0.12%	Increased
1120	London & Capital Asset Management London, United Kingdom	$660K	$0	1	0.14%	Maintained
1121	BA Bristlecone Advisors Bellevue, Washington	$659K	+$681K	1	0.16%	New
1122	HH Hilltop Holdings Dallas, Texas	$659K	+$224K	2	0.14%	Increased
1123	C Cerebellum San Francisco, California	$657K	+$325K	2	0.54%	Increased
1124	CCFM Clear Creek Financial Management Silverdale, Washington	$655K	+$677K	1	0.28%	New
1125	SP Symmetry Partners Glastonbury, Connecticut	$655K	+$170K	1	0.13%	Increased