← 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
1276	SC Syon Capital San Francisco, California	$5.39M	-$289K	4	0.24%	Reduced
1277	WI Wahed Invest New York	$5.39M	-$898K	2	0.56%	Reduced
1278	TP TritonPoint Partners Chevy Chase, Maryland	$5.38M	+$4.24M	3	0.45%	Increased
1279	TGCMU Titan Global Capital Management USA New York	$5.38M	+$349K	1	0.68%	Increased
1280	NG Norden Group Provo, Utah	$5.38M	-$11.8M	3	0.44%	Reduced
1281	Munich Reinsurance Munich,	$5.37M	-$6.13M	2	0.12%	Reduced
1282	EA Enclave Advisors Austin, Texas	$5.34M	-$9.96K	1	0.68%	Reduced
1283	Blue Trust Inc Alpharetta, Georgia	$5.32M	+$28.8K	6	0.06%	Increased
1284	KWMG King Wealth Management Group Naples, Florida	$5.32M	+$36.1K	1	0.58%	Increased
1285	TCCM Timber Creek Capital Management Boston, Massachusetts	$5.32M	+$134K	1	1.08%	Increased
1286	RCA Resonant Capital Advisors Madison, Wisconsin	$5.31M	+$1.91M	4	0.25%	Increased
1287	SWM Selective Wealth Management Forest, Virginia	$5.31M	-$142K	2	1.39%	Reduced
1288	IFWM Institute for Wealth Management Denver, Colorado	$5.31M	+$2.96K	5	0.47%	Increased
1289	LNB Ledyard National Bank	$5.29M	+$2.91M	2	0.42%	Increased
1290	SCM Steadview Capital Management London, United Kingdom	$5.29M	-$1.58M	1	1.59%	Reduced
1291	MM Meridian Management Little Rock, Arkansas	$5.28M	+$1.81M	1	1.19%	Increased
1292	OL Optas LLC Austin, Texas	$5.27M	-$538K	3	0.74%	Reduced
1293	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$5.27M	+$16.1K	1	2.07%	Increased
1294	PCMF Private Capital Management (Florida) Naples, Florida	$5.27M	-$47.9K	2	0.46%	Reduced
1295	KWM Kingsman Wealth Management Pensacola, Florida	$5.26M	-$1.04M	1	2.46%	Reduced
1296	LWM LJI Wealth Management Indianapolis, Indiana	$5.23M	+$602K	3	0.73%	Increased
1297	SIC SFE Investment Counsel Los Angeles, California	$5.23M	+$247K	2	0.71%	Increased
1298	CK Cohen Klingenstein New York	$5.23M	$0	2	0.15%	Maintained
1299	Central Trust Company Jefferson City, Missouri	$5.22M	-$312K	3	0.09%	Reduced
1300	FAM Formidable Asset Management Cincinnati, Ohio	$5.2M	+$1M	3	0.83%	Increased