← 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	VI Versor Investments New York	$267K	-$487K	1	0.06%	Reduced
1202	TF Tompkins Financial Ithaca, New York	$265K	-$3.44K	1	0.06%	Reduced
1203	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$260K	+$261K	1	0.19%	New
1204	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$258K	+$2.06K	1	0.28%	Increased
1205	CCM Community Capital Management Plantation, Florida	$258K	+$259K	1	0.38%	New
1206	FUBT First United Bank & Trust Oakland, Maryland	$258K	+$259K	1	0.18%	New
1207	ACS Archford Capital Strategies Swansea, Illinois	$257K	+$213K	2	0.1%	Increased
1208	FMTC Farmers & Merchants Trust Company Long Beach, California	$256K	+$257K	1	0.13%	New
1209	TL TrueWealth LLC Atlanta, Georgia	$252K	+$41.3K	2	0.13%	Increased
1210	Quantbot Technologies New York	$250K	-$2.74M	1	0.02%	Reduced
1211	HR Hayden Royal Charlotte, North Carolina	$249K	+$250K	1	0.13%	New
1212	EP Wealth Advisors Torrance, California	$248K	-$30.9K	1	0.02%	Reduced
1213	Evergreen Capital Management Bellevue, Washington	$248K	+$32.7K	1	0.03%	Increased
1214	MFW Meristem Family Wealth Minnetonka, Minnesota	$248K	+$3.44K	1	0.09%	Increased
1215	FHC First Heartland Consultants Lake St. Louis, Missouri	$247K	-$43.1K	1	0.09%	Reduced
1216	FFG Frisch Financial Group Melville, New York	$246K	+$247K	1	0.17%	New
1217	GFS GYL Financial Synergies West Hartford, Connecticut	$242K	+$243K	1	0.18%	New
1218	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$242K	+$243K	1	0.03%	New
1219	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$241K	-$13.4K	2	0.12%	Reduced
1220	CGL Clarius Group LLC Seattle, Washington	$239K	+$240K	1	0.09%	New
1221	KIA Kopp Investment Advisors Bloomington, Minnesota	$236K	+$36.7K	1	0.23%	Increased
1222	SAM Seelaus Asset Management Chatham, New Jersey	$235K	-$590K	1	0.25%	Reduced
1223	NF Nikulski Financial Bettendorf, Iowa	$234K	+$34.4K	1	0.25%	Increased
1224	VWM Venturi Wealth Management Austin, Texas	$234K	+$247K	1	0.04%	New
1225	CBA Coastal Bridge Advisors Westport, Connecticut	$233K	+$48.1K	1	0.09%	Increased