← 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
1301	TLCM Twin Lakes Capital Management Redwood Shores, California	$5.2M	$0	3	1.99%	Maintained
1302	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$5.19M	-$80K	1	0.73%	Reduced
1303	XSC X-Square Capital Guaynabo, Puerto Rico	$5.18M	+$4.9M	2	1.32%	Increased
1304	QPW Quantum Private Wealth Tampa, Florida	$5.16M	-$434K	3	1.32%	Reduced
1305	WC Waterloo Capital Austin, Texas	$5.16M	-$137K	3	0.29%	Reduced
1306	BHB Bank Hapoalim BM Tel Aviv, Israel	$5.14M	+$1.13M	3	0.34%	Increased
1307	HAM Harber Asset Management Asheville, North Carolina	$5.13M	-$9.11M	1	3.08%	Reduced
1308	PA Paragon Advisors College Station, Texas	$5.12M	-$3.06M	2	1.08%	Reduced
1309	TIP Torray Investment Partners Bethesda, Maryland	$5.12M	-$328K	1	0.69%	Reduced
1310	FA Fiduciary Alliance Greenville, South Carolina	$5.12M	-$4.52M	2	0.35%	Reduced
1311	Foster Group West Des Moines, Iowa	$5.1M	-$286K	1	0.14%	Reduced
1312	Canoe Financial Calgary, Alberta, Canada	$5.09M	$0	1	0.06%	Maintained
1313	WEG World Equity Group Schaumburg, Illinois	$5.09M	+$402K	1	1.14%	Increased
1314	NIM Niles Investment Management Plantation, Florida	$5.09M	+$5.71M	1	4.12%	New
1315	Empirical Wealth Management Seattle, Washington	$5.09M	-$821K	4	0.07%	Reduced
1316	WIC Woodmont Investment Counsel Nashville, Tennessee	$5.07M	+$218K	2	0.28%	Increased
1317	RWB RMR Wealth Builders Montclair, New Jersey	$5.06M	+$120K	3	0.31%	Increased
1318	ECM Everence Capital Management Goshen, Indiana	$5.04M	-$2.51M	2	0.27%	Reduced
1319	EAN Excelsior Advisor Network Denver, Colorado	$5.04M	+$5.42M	3	0.66%	Increased
1320	TCM TAM Capital Management Stamford, Connecticut	$5.03M	-$32.9M	1	2.13%	Reduced
1321	Avior Wealth Management Omaha, Nebraska	$5.03M	-$63.3K	3	0.13%	Reduced
1322	Quilter Plc London, United Kingdom	$5.03M	-$1.07M	1	0.08%	Reduced
1323	AF Alerus Financial Grand Forks, North Dakota	$5.02M	+$1.82M	3	0.22%	Increased
1324	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$5.02M	-$203K	2	1.12%	Reduced
1325	MWA Marathon Wealth Advisors Boston, Massachusetts	$5.01M	+$115K	2	1.71%	Increased