← 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
1201	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$6.17M	+$1.89M	2	2.16%	Increased
1202	SPG Strategic Planning Group Bountiful, Utah	$6.16M	+$383K	1	0.67%	Increased
1203	Capital Group Private Client Services Los Angeles, California	$6.12M	-$10.4M	2	0.09%	Reduced
1204	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$6.11M	-$1.18M	1	0.95%	Reduced
1205	FDP Financiere des Professionnels Montreal, Quebec, Canada	$6.1M	-$99.6K	3	0.34%	Reduced
1206	ARG Advisory Resource Group Tulsa, Oklahoma	$6.06M	+$551K	1	0.91%	Increased
1207	BIA Benchmark Investment Advisors Chicago, Illinois	$6.06M	+$1.16M	3	2.66%	Increased
1208	PAM Peak Asset Management Louisville, Colorado	$6.05M	+$747K	2	0.89%	Increased
1209	Smith Salley Wealth Management Greensboro, North Carolina	$6.04M	+$873K	3	0.26%	Increased
1210	Caxton Associates (UK) London,	$6.03M	-$906K	2	0.11%	Reduced
1211	MIP Marietta Investment Partners Milwaukee, Wisconsin	$6.02M	-$16.2K	1	1.04%	Reduced
1212	KC Knuff & Co Foster City, California	$6.02M	+$1.56M	2	1.53%	Increased
1213	Phoenix Financial Givatayim, Israel	$6.01M	-$1.64M	3	0.04%	Reduced
1214	MCM McRae Capital Management Morristown, New Jersey	$5.98M	-$5.1M	2	1.18%	Reduced
1215	BA Bridgewater Advisors New York	$5.97M	+$511K	3	0.33%	Increased
1216	Guardian Capital (Canada) Toronto, Ontario, Canada	$5.96M	+$401K	2	0.14%	Increased
1217	GCC Game Creek Capital Boston, Massachusetts	$5.96M	-$631K	1	2.1%	Reduced
1218	BZWA Blue Zone Wealth Advisors Los Angeles, California	$5.95M	-$99.4K	1	1.04%	Reduced
1219	TS Triglav Skladi Ljubljana, Slovenia	$5.93M	+$3.62M	3	0.31%	Increased
1220	SCS Capital Management Boston, Massachusetts	$5.92M	-$389K	3	0.06%	Reduced
1221	GWM Graybill Wealth Management Elmhurst, Illinois	$5.91M	+$1.78M	1	1.59%	Increased
1222	GPWM Grant Private Wealth Management Pleasanton, California	$5.9M	+$486K	3	2.49%	Increased
1223	CWM Cordatus Wealth Management Newtown, Pennsylvania	$5.89M	+$135K	1	1.29%	Increased
1224	MC Miramontes Capital Newport, California	$5.89M	-$155K	1	1.83%	Reduced
1225	JB Capital Wethersfield, Connecticut	$5.87M	+$4.66M	3	0.2%	Increased