← 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
1251	BlueCrest Capital Management St Helier, Jersey	$388K	-$6.28M	1	0.03%	Reduced
1252	HWA HCR Wealth Advisors Los Angeles, California	$388K	-$1.07M	1	0.11%	Reduced
1253	FPFS First Personal Financial Services Charlotte, North Carolina	$387K	-$45.7K	2	0.11%	Reduced
1254	JT Jump Trading Chicago, Illinois	$385K	+$368K	1	0.02%	New
1255	EP Wealth Advisors Torrance, California	$383K	+$74K	1	0.02%	Increased
1256	Clearstead Advisors Cleveland, Ohio	$382K	+$395K	1	0.05%	New
1257	FC Ferris Capital Marlborough, Massachusetts	$382K	$0	1	0.14%	Maintained
1258	FCA FLC Capital Advisors Palm Desert, California	$381K	$0	1	0.16%	Maintained
1259	HPWM Highland Private Wealth Management Bellevue, Washington	$381K	+$38.6K	1	0.11%	Increased
1260	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$379K	$0	1	0.13%	Maintained
1261	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$379K	+$47K	1	0.5%	Increased
1262	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$378K	+$53.6K	1	0.04%	Increased
1263	BCM BTC Capital Management Des Moines, Iowa	$376K	-$204K	1	0.06%	Reduced
1264	CWA Asset Management Group Naples, Florida	$372K	+$384K	1	0.06%	New
1265	TC Truvestments Capital Sarasota, Florida	$370K	+$291K	1	0.25%	Increased
1266	SWA Sutton Wealth Advisors Tampa, Florida	$369K	+$2.35K	2	0.21%	Increased
1267	FNT First Nebraska Trust Lincoln, Nebraska	$368K	$0	1	0.06%	Maintained
1268	HT Heritage Trust Oklahoma City, Oklahoma	$367K	$0	1	0.08%	Maintained
1269	Plancorp LLC Saint Louis, Missouri	$365K	-$7.37K	1	0.14%	Reduced
1270	LHC Little House Capital Braintree, Massachusetts	$364K	+$1.25K	1	0.24%	Increased
1271	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$361K	-$14.6K	2	0.29%	Reduced
1272	RC Roundview Capital Princeton, New Jersey	$360K	+$10.2K	1	0.08%	Increased
1273	Driehaus Capital Management Chicago, Illinois	$357K	-$158K	1	0.01%	Reduced
1274	XS XR Securities Chicago, Illinois	$356K	+$134K	1	0.07%	Increased
1275	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$354K	+$118K	1	0.03%	Increased