← 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
1176	TFS Thoroughbred Financial Services Brentwood, Tennessee	$290K	+$292K	1	0.14%	New
1177	WCM Whitener Capital Management Rocky Mount, North Carolina	$289K	+$270K	1	0.21%	Increased
1178	CIM CIM Investment Management Pittsburgh, Pennsylvania	$288K	-$373K	1	0.13%	Reduced
1179	OIA Optimum Investment Advisors Chicago, Illinois	$287K	-$27.3K	2	0.1%	Reduced
1180	SLF Sun Life Financial Toronto, Ontario, Canada	$286K	+$138	1	0.06%	Increased
1181	CQS Credential Qtrade Securities Vancouver,	$286K	+$74.3K	1	0.06%	Increased
1182	NAM North American Management Boston, Massachusetts	$280K	$0	1	0.05%	Maintained
1183	SLG Stanley-Laman Group Berwyn, Pennsylvania	$280K	+$279K	1	0.08%	New
1184	KA Kaizen Advisory Wheaton, Illinois	$279K	+$40.2K	1	0.19%	Increased
1185	EWA Evolution Wealth Advisors Aventura, Florida	$277K	+$277K	2	0.13%	New
1186	RPC Rossmore Private Capital Glastonbury, Connecticut	$277K	$0	1	0.12%	Maintained
1187	HA Harfst & Associates Sheridan, Wyoming	$276K	+$8.25K	1	0.13%	Increased
1188	YWP YorkBridge Wealth Partners New York	$276K	+$52.7K	2	0.15%	Increased
1189	AC Alley Company Lake Forest, Illinois	$274K	$0	1	0.09%	Maintained
1190	CA Calton & Associates Tampa, Florida	$274K	+$80.6K	1	0.1%	Increased
1191	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$274K	+$275K	1	0.35%	New
1192	SM SG3 Management Dorado, Puerto Rico	$274K	+$275K	1	0.07%	New
1193	ACM Aviance Capital Management Sarasota, Florida	$273K	-$144K	1	0.04%	Reduced
1194	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$273K	+$242K	1	0.9%	New
1195	PI Parkside Investments Deerfield, Illinois	$273K	$0	1	0.12%	Maintained
1196	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$271K	-$59.3K	1	0.06%	Reduced
1197	AAM American Asset Management Boca Raton, Florida	$270K	+$5.5K	1	0.2%	Increased
1198	BDF Balasa Dinverno & Foltz	$270K	+$52.5K	1	0.03%	Increased
1199	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$270K	$0	1	0%	Maintained
1200	TAM Tyers Asset Management Austin, Texas	$270K	+$238K	1	0.01%	Increased