← 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	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$610K	-$307K	1	0.59%	Reduced
1302	JWS Juncture Wealth Strategies Scottsdale, Arizona	$609K	-$56.9K	1	0.56%	Reduced
1303	CB CNB Bank Clearfield, Pennsylvania	$608K	-$16.2K	2	0.66%	Reduced
1304	Emerald Advisers Leola, Pennsylvania	$608K	-$275K	1	0.04%	Reduced
1305	EP Edgestream Partners Princeton, New Jersey	$606K	+$722K	1	0.06%	New
1306	PCA Private Capital Advisors Darien, Connecticut	$592K	+$5.31K	1	0.19%	Increased
1307	HBK Sorce Advisory Erie, Pennsylvania	$591K	-$441K	1	0.06%	Reduced
1308	UH Unigestion Holding Geneva, Switzerland	$587K	+$699K	1	0.02%	New
1309	I INVST Indianapolis, Indiana	$585K	+$43.9K	1	0.24%	Increased
1310	Orion Portfolio Solutions Omaha, Nebraska	$585K	+$42K	3	0.04%	Increased
1311	IAN Integrated Advisors Network Dallas, Texas	$584K	-$371K	2	0.11%	Reduced
1312	OL Optas LLC Austin, Texas	$584K	+$225K	2	0.29%	Increased
1313	BCWM Blue Chip Wealth Management Miami Beach, Florida	$583K	-$179K	1	0.73%	Reduced
1314	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$582K	+$10.3K	1	0.43%	Increased
1315	CHAM Clear Harbor Asset Management Stamford, Connecticut	$579K	-$249K	1	0.14%	Reduced
1316	SWRP Summit Wealth & Retirement Planning San Ramon, California	$577K	-$12.9K	1	0.31%	Reduced
1317	AIL AGF Investments LLC Toronto, Ontario, Canada	$576K	-$63K	1	0.07%	Reduced
1318	SIM SSI Investment Management Los Angeles, California	$576K	-$6.5K	2	0.05%	Reduced
1319	AF Advisornet Financial Minnetonka, Minnesota	$573K	-$177K	2	0.05%	Reduced
1320	AP Appleton Partners Boston, Massachusetts	$567K	-$65.5K	2	0.08%	Reduced
1321	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$566K	-$106K	1	0.15%	Reduced
1322	OAMG Odey Asset Management Group London, United Kingdom	$566K	+$674K	1	0.09%	New
1323	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$566K	+$174K	1	0.27%	Increased
1324	Qube Research & Technologies (QRT) London, United Kingdom	$565K	-$430K	1	0.02%	Reduced
1325	Pacer Advisors Malvern, Pennsylvania	$564K	+$6.33K	2	0.01%	Increased