← 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	NF Nikulski Financial Bettendorf, Iowa	$283K	+$12.4K	1	0.28%	Increased
1302	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$282K	+$2.33K	1	0.03%	Increased
1303	Beacon Pointe Advisors Newport Beach, California	$279K	-$211K	1	0.1%	Reduced
1304	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$279K	$0	1	0.95%	Maintained
1305	First Manhattan New York	$278K	+$25K	2	0%	Increased
1306	GFS GYL Financial Synergies West Hartford, Connecticut	$274K	-$6.36K	1	0.15%	Reduced
1307	KIA Kopp Investment Advisors Bloomington, Minnesota	$273K	+$465	1	0.22%	Increased
1308	Cetera Investment Advisers Schaumburg, Illinois	$271K	+$12.4K	1	0.04%	Increased
1309	SIA Starfire Investment Advisers Southfield, Michigan	$271K	+$266K	1	0.12%	New
1310	SCA Summit Creek Advisors Minneapolis, Minnesota	$271K	+$243K	1	0.05%	New
1311	VC Voit & Company Brookfield, Wisconsin	$271K	+$20.9K	1	0.29%	Increased
1312	Verition Fund Management Greenwich, Connecticut	$270K	+$251K	2	0.01%	New
1313	Heritage Wealth Advisors Richmond, Virginia	$268K	$0	2	0.04%	Maintained
1314	First National Bank of Omaha Omaha, Nebraska	$268K	+$239K	1	0.02%	New
1315	M Mirova Paris, France	$268K	+$137K	1	0.15%	Increased
1316	WI Wintrust Investments Chicago, Illinois	$268K	+$262K	1	0.04%	New
1317	Prospera Financial Services Dallas, Texas	$267K	+$261K	1	0.09%	New
1318	Ferguson Wellman Capital Management Portland, Oregon	$266K	$0	1	0.01%	Maintained
1319	Empirical Finance Havertown, Pennsylvania	$264K	+$258K	1	0.07%	New
1320	FSA Franklin Street Advisors Chapel Hill, North Carolina	$264K	+$5.74K	1	0.04%	Increased
1321	Palisade Capital Management Fort Lee, New Jersey	$264K	+$258K	1	0.01%	New
1322	Bogart Wealth LLC Mclean, Virginia	$263K	+$63.5K	1	0.13%	Increased
1323	PA Parkside Advisors Berkeley, California	$261K	$0	1	0.15%	Maintained
1324	PMFA Plante Moran Financial Advisors Southfield, Michigan	$259K	+$51.3K	2	0.08%	Increased
1325	SVCP Silicon Valley Capital Partners San Jose, California	$258K	+$253K	1	0.11%	New