← 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
1326	CG Cynosure Group Salt Lake City, Utah	$295K	+$305K	1	0.14%	New
1327	PC Pier Capital Stamford, Connecticut	$294K	-$282K	1	0.05%	Reduced
1328	TF Tompkins Financial Ithaca, New York	$293K	$0	1	0.06%	Maintained
1329	GFS GYL Financial Synergies West Hartford, Connecticut	$290K	+$28.7K	1	0.15%	Increased
1330	First Manhattan New York	$289K	+$10.2K	2	0%	Increased
1331	CCM Community Capital Management Plantation, Florida	$286K	$0	1	0.33%	Maintained
1332	TP Tranquility Partners Brentwood, Tennessee	$286K	+$295K	1	0.31%	New
1333	FMTC Farmers & Merchants Trust Company Long Beach, California	$284K	$0	1	0.13%	Maintained
1334	Cetera Investment Advisers Schaumburg, Illinois	$282K	+$22.4K	1	0.04%	Increased
1335	CF Centaurus Financial Anaheim, California	$281K	-$899K	1	0.04%	Reduced
1336	COI Capital One Investing Mclean, Virginia	$277K	+$13.1K	1	0.07%	Increased
1337	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$276K	-$4.23K	1	0.04%	Reduced
1338	GPWA Great Point Wealth Advisors Boston, Massachusetts	$276K	$0	1	0.22%	Maintained
1339	MFW Meristem Family Wealth Minnetonka, Minnesota	$275K	$0	1	0.08%	Maintained
1340	PCAP Pratt Collard Advisory Partners Buffalo, New York	$275K	$0	1	0.22%	Maintained
1341	CWM Cornerstone Wealth Management St. Peters, Missouri	$274K	-$197K	1	0.05%	Reduced
1342	Prospera Financial Services Dallas, Texas	$274K	+$16.6K	1	0.03%	Increased
1343	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$274K	+$3.92K	1	0.03%	Increased
1344	RM Resource Management Metairie, Louisiana	$273K	+$282K	1	0.05%	New
1345	Rothschild & Co Wealth Management (UK) London, United Kingdom	$273K	+$282K	1	0.01%	New
1346	TL TrueWealth LLC Atlanta, Georgia	$273K	-$47K	2	0.12%	Reduced
1347	WA WESPAC Advisors Orinda, California	$273K	-$268K	1	0.2%	Reduced
1348	ESB Essex Savings Bank Essex, Connecticut	$272K	+$217K	1	0.1%	Increased
1349	KC Knuff & Co Foster City, California	$271K	+$79.9K	2	0.19%	Increased
1350	JA JLB & Associates Plymouth, Michigan	$269K	+$7.02K	1	0.05%	Increased