← 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
1126	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$654K	-$187K	2	0.53%	Reduced
1127	GSC G&S Capital Denver, Colorado	$653K	+$1.88K	1	0.39%	Increased
1128	CGL Clarius Group LLC Seattle, Washington	$642K	+$84.9K	1	0.13%	Increased
1129	PWMG Prestige Wealth Management Group Flemington, New Jersey	$642K	-$19.9K	2	0.39%	Reduced
1130	AP Appleton Partners Boston, Massachusetts	$639K	$0	2	0.08%	Maintained
1131	CL CIM LLC Albany, New York	$639K	+$612K	1	0.22%	New
1132	ArrowMark Colorado Holdings Denver, Colorado	$637K	+$658K	1	0.01%	New
1133	BDS Banco de Sabadell Miami, Florida	$637K	+$78.4K	1	0.07%	Increased
1134	Mission Wealth Management Santa Barbara, California	$637K	-$3.13K	1	0.07%	Reduced
1135	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$632K	+$388K	3	0.27%	Increased
1136	I INVST Indianapolis, Indiana	$627K	$0	1	0.32%	Maintained
1137	SRC Sage Rhino Capital Menlo Park, California	$627K	-$8.62K	1	0.4%	Reduced
1138	CIA CSat Investment Advisory Detroit, Michigan	$614K	+$625K	3	0.22%	Increased
1139	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$614K	+$157K	1	0.25%	Increased
1140	IA Icon Advisers Greenwood Village, Colorado	$613K	+$586K	1	0.06%	New
1141	HCM HMS Capital Management Nashville, Tennessee	$610K	$0	2	0.26%	Maintained
1142	AC Abbrea Capital Greenbrae, California	$609K	+$12.5K	2	0.15%	Increased
1143	CCG Ceeto Capital Group Coral Gables, Florida	$607K	+$627K	1	0.45%	New
1144	PC Permanens Capital New York	$607K	+$157K	1	0.17%	Increased
1145	Ossiam Paris, France	$605K	-$239K	2	0.05%	Reduced
1146	EMG Ellington Management Group Old Greenwich, Connecticut	$604K	-$1.26M	1	0.1%	Reduced
1147	Northeast Financial Consultants Westport, Connecticut	$603K	+$15.7K	1	0.06%	Increased
1148	IP Intellectus Partners San Francisco, California	$602K	-$13.5K	1	0.26%	Reduced
1149	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$601K	+$120K	1	0.15%	Increased
1150	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$601K	-$28.4K	1	0.27%	Reduced