← 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
1351	Soros Fund Management New York	$4.82M	-$77.9M	1	0.06%	Reduced
1352	HIMS Hager Investment Management Services New London, New Hampshire	$4.82M	+$1.1M	3	2.22%	Increased
1353	MHS M Holdings Securities Portland, Oregon	$4.81M	-$569K	3	0.66%	Reduced
1354	Orbis Allan Gray Hamilton, Bermuda	$4.81M	+$38.5K	1	0.02%	Increased
1355	FWP FAS Wealth Partners Leawood, Kansas	$4.78M	+$32.7K	2	0.25%	Increased
1356	CP Cornerstone Planning Charlotte, North Carolina	$4.77M	+$202K	2	1.1%	Increased
1357	PA Proem Advisors Dallas, Texas	$4.77M	+$682K	1	0.25%	Increased
1358	CF Convergence Financial Columbia, Missouri	$4.76M	+$1.4M	2	0.38%	Increased
1359	First Merchants Corp Muncie, Indiana	$4.75M	-$437K	1	0.17%	Reduced
1360	FFA First Foundation Advisors Irvine, California	$4.74M	+$678K	3	0.17%	Increased
1361	CoreCap Advisors Southfield, Michigan	$4.74M	+$921K	6	0.14%	Increased
1362	CIA Cohen Investment Advisors Bedford, New Hampshire	$4.73M	-$36.5K	2	2.12%	Reduced
1363	1C 111 Capital Paris, France	$4.72M	+$1.36M	3	0.81%	Increased
1364	FF Fluent Financial Dallas, Texas	$4.72M	+$4.07M	2	1.68%	Increased
1365	RDWM Red Door Wealth Management Memphis, Tennessee	$4.72M	-$4.48M	3	0.43%	Reduced
1366	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$4.71M	+$4.7M	1	2.33%	New
1367	PWM Palumbo Wealth Management Great Neck, New York	$4.7M	+$1.21M	4	0.99%	Increased
1368	LW Linscomb Wealth Houston, Texas	$4.7M	+$177K	2	0.2%	Increased
1369	SCP Sender Company & Partners New York	$4.7M	+$5.17M	2	1.36%	New
1370	CWG Cornerstone Wealth Group Huntersville, North Carolina	$4.66M	-$1.52M	3	0.28%	Reduced
1371	MPIM McGinn Penninger Investment Management Alexandria, Virginia	$4.66M	+$5.23M	1	2.83%	New
1372	BFA Beaumont Financial Advisors Needham, Massachusetts	$4.65M	-$4.41M	2	0.3%	Reduced
1373	AIA AssuredPartners Investment Advisors Tampa, Florida	$4.64M	+$2.28M	4	0.45%	Increased
1374	VCM Verde Capital Management Clarkston, Michigan	$4.64M	+$727K	1	0.86%	Increased
1375	FSA Financial Sense Advisors San Diego, California	$4.62M	+$215K	2	0.91%	Increased