← 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
1151	DCM Deuterium Capital Management Clearwater, Florida	$6.84M	$0	1	7.4%	Maintained
1152	SLFPAM St. Louis Financial Planners Asset Management Chesterfield, Missouri	$6.81M	+$4.77M	2	3.63%	Increased
1153	GIM Generate Investment Management Auckland, New Zealand	$6.79M	-$28.3M	1	0.28%	Reduced
1154	SummitTX Capital Fort Worth, Texas	$6.79M	+$5.1M	3	0.17%	Increased
1155	OGC Oak Grove Capital North Hampton, New Hampshire	$6.76M	+$3.6M	1	0.32%	Increased
1156	HP Havemeyer Place Greenwich, Connecticut	$6.76M	-$2.39M	3	0.67%	Reduced
1157	TWM Tradition Wealth Management Edina, Minnesota	$6.75M	-$111K	3	0.41%	Reduced
1158	River Road Asset Management Louisville, Kentucky	$6.74M	-$567K	1	0.08%	Reduced
1159	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$6.72M	-$140K	2	2.04%	Reduced
1160	VSQM V-Square Quantitative Management Chicago, Illinois	$6.7M	+$46.7K	4	0.64%	Increased
1161	AF Ally Financial Detroit, Michigan	$6.68M	+$396K	2	0.86%	Increased
1162	NorthRock Partners Minneapolis, Minnesota	$6.68M	+$755K	3	0.1%	Increased
1163	PWP Principle Wealth Partners Madison, Connecticut	$6.67M	+$872K	3	0.33%	Increased
1164	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$6.67M	+$3.43M	1	1.11%	Increased
1165	Sagespring Wealth Partners Franklin, Tennessee	$6.66M	-$758K	3	0.1%	Reduced
1166	FCA Fortis Capital Advisors Prairie Village, Kansas	$6.66M	+$377K	2	0.75%	Increased
1167	EGM Encore Global Management Houston, Texas	$6.65M	+$759K	2	6.53%	Increased
1168	Sumitomo Life Insurance Tokyo, Japan	$6.63M	+$44.3K	3	0.11%	Increased
1169	M MATAURO New York	$6.61M	+$2.95M	3	0.87%	Increased
1170	FMI Frec Markets Inc San Francisco, California	$6.6M	+$825K	4	0.59%	Increased
1171	SRS Investment Management New York	$6.59M	+$7.89M	1	0.06%	New
1172	Capital Investment Advisors Atlanta, Georgia	$6.58M	-$453K	3	0.09%	Reduced
1173	PWMG Private Wealth Management Group Princeton, New Jersey	$6.58M	+$22.3K	4	1.53%	Increased
1174	FRA Frank Rimerman Advisors Palo Alto, California	$6.56M	-$1.61M	3	0.37%	Reduced
1175	WMA Wealth Management Associates Cherry Hill, New Jersey	$6.56M	+$393K	3	1.81%	Increased