← 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
1226	SCS Sound Capital Solutions Naples, Florida	$5.84M	+$5.83M	1	1.37%	New
1227	MWVC Morgens Waterfall Vintiadis & Co New York	$5.83M	$0	1	4.45%	Maintained
1228	AI Atom Investors Austin, Texas	$5.83M	+$5.99M	3	0.52%	Increased
1229	Modera Wealth Management Westwood, New Jersey	$5.82M	-$481K	2	0.06%	Reduced
1230	EIP Easterly Investment Partners Beverly, Massachusetts	$5.8M	-$371K	1	0.3%	Reduced
1231	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$5.78M	-$20.7K	1	0.85%	Reduced
1232	RNC Capital Management Los Angeles, California	$5.78M	+$3.47M	1	0.24%	Increased
1233	AWA Aaron Wealth Advisors Chicago, Illinois	$5.77M	+$11.1K	4	0.29%	Increased
1234	Geneos Wealth Management Englewood, Colorado	$5.77M	+$1.58M	5	0.12%	Increased
1235	RP Ravenswood Partners Mclean, Virginia	$5.77M	$0	1	1.84%	Maintained
1236	Cannell & Spears New York	$5.76M	-$2.94M	1	0.1%	Reduced
1237	TAMH Taikang Asset Management (HK) Hong Kong	$5.76M	$0	1	0.52%	Maintained
1238	FAT First American Trust Santa Ana, California	$5.74M	+$4.97M	3	0.35%	Increased
1239	G GenTrust Miami, Florida	$5.74M	-$746K	1	0.22%	Reduced
1240	Modern Wealth Management Lenexa, Kansas	$5.72M	+$2.34M	3	0.07%	Increased
1241	ECM English Capital Management Bloomfield Hills, Michigan	$5.72M	-$4.17M	1	2.63%	Reduced
1242	Conning Inc Hartford, Connecticut	$5.71M	+$322K	3	0.17%	Increased
1243	TAM Trust Asset Management Houston, Texas	$5.68M	+$234K	3	0.35%	Increased
1244	SAM Sompo Asset Management Tokyo, Japan	$5.66M	+$850K	1	0.93%	Increased
1245	PBBUPS PKO BP Bankowy Universal Pension Society Warsaw, Poland	$5.64M	+$1.06M	1	1.61%	Increased
1246	OIM Oder Investment Management Woodland Hills, California	$5.64M	+$371K	2	3.79%	Increased
1247	FI Firetrail Investments Sydney, NSW, Australia	$5.63M	-$139K	1	1.59%	Reduced
1248	GM GeoWealth Management Chicago, Illinois	$5.62M	-$610K	3	0.18%	Reduced
1249	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.6M	+$4.12M	2	1.29%	Increased
1250	TIM Thompson Investment Management Madison, Wisconsin	$5.59M	+$898K	2	0.64%	Increased