← 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	CDH Charles D. Hyman	$368K	-$76K	1	0.04%	Reduced
1302	SVCP Silicon Valley Capital Partners San Jose, California	$368K	+$125K	1	0.14%	Increased
1303	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$366K	-$57.3K	1	0.24%	Reduced
1304	BCM BTC Capital Management Des Moines, Iowa	$365K	-$5.01K	1	0.06%	Reduced
1305	WCM Whitener Capital Management Rocky Mount, North Carolina	$365K	+$38K	1	0.2%	Increased
1306	Bogart Wealth LLC Mclean, Virginia	$363K	+$36.6K	1	0.18%	Increased
1307	HH Hilltop Holdings Dallas, Texas	$363K	-$288K	1	0.07%	Reduced
1308	FNT First Nebraska Trust Lincoln, Nebraska	$360K	$0	1	0.06%	Maintained
1309	HT Heritage Trust Oklahoma City, Oklahoma	$359K	$0	1	0.08%	Maintained
1310	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$355K	+$1.52K	2	0.27%	Increased
1311	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$354K	-$2.13K	1	0.29%	Reduced
1312	CP Covenant Partners Nashville, Tennessee	$353K	$0	1	0.19%	Maintained
1313	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$350K	+$147K	1	0.19%	Increased
1314	Brown Brothers Harriman & Co New York	$348K	+$24.9K	3	0%	Increased
1315	PC Pier Capital Stamford, Connecticut	$346K	+$79.9K	1	0.06%	Increased
1316	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$344K	-$426K	1	0.04%	Reduced
1317	Beacon Pointe Advisors Newport Beach, California	$343K	-$70.2K	1	0.15%	Reduced
1318	AC Alley Company Lake Forest, Illinois	$341K	$0	1	0.09%	Maintained
1319	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$341K	+$350K	1	0.14%	New
1320	HCM Harvey Capital Management Palm Beach, Florida	$341K	$0	1	0.17%	Maintained
1321	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$341K	+$106K	1	0.13%	Increased
1322	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$338K	+$70.2K	1	0.05%	Increased
1323	SAM Seelaus Asset Management Chatham, New Jersey	$337K	$0	1	0.29%	Maintained
1324	QCIG Quad-Cities Investment Group Davenport, Iowa	$335K	-$8.36K	1	0.28%	Reduced
1325	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$334K	+$5.17K	1	0.3%	Increased