← 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	BDF Balasa Dinverno & Foltz	$267K	-$58.6K	1	0.03%	Reduced
1352	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$267K	$0	1	0.75%	Maintained
1353	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$264K	+$273K	1	0.08%	New
1354	First National Bank of Omaha Omaha, Nebraska	$263K	-$33.6K	1	0.02%	Reduced
1355	UCMOK United Capital Management of KS Salina, Kansas	$262K	+$26.3K	1	0.2%	Increased
1356	SIA Starfire Investment Advisers Southfield, Michigan	$260K	$0	1	0.12%	Maintained
1357	Heritage Wealth Advisors Richmond, Virginia	$258K	$0	2	0.04%	Maintained
1358	M Mirova Paris, France	$257K	$0	1	0.02%	Maintained
1359	WA WBH Advisory Baltimore, Maryland	$255K	$0	1	0.06%	Maintained
1360	AFM Andesa Financial Management Allentown, Pennsylvania	$252K	-$244K	1	0.24%	Reduced
1361	SVCP Silicon Valley Capital Partners San Jose, California	$252K	+$4.7K	1	0.1%	Increased
1362	VWA V Wealth Advisors Overland Park, Kansas	$252K	+$38.6K	1	0.1%	Increased
1363	PA Parkside Advisors Berkeley, California	$250K	$0	1	0.14%	Maintained
1364	Empirical Finance Havertown, Pennsylvania	$248K	-$4.7K	1	0.07%	Reduced
1365	CFA Carroll Financial Associates Charlotte, North Carolina	$247K	+$47K	2	0.02%	Increased
1366	VC Voit & Company Brookfield, Wisconsin	$247K	-$12.5K	1	0.24%	Reduced
1367	JCM Jacobi Capital Management Pittston, Pennsylvania	$246K	+$12.2K	1	0.05%	Increased
1368	IFG Advisory Atlanta, Georgia	$245K	+$254K	1	0.04%	New
1369	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$243K	$0	1	0.09%	Maintained
1370	UIA UBP Investment Advisors Geneva, Switzerland	$243K	+$31.3K	1	0.22%	Increased
1371	AIM Axiom Investment Management New York	$242K	$0	1	0.04%	Maintained
1372	PMFA Plante Moran Financial Advisors Southfield, Michigan	$242K	-$24.7K	2	0.07%	Reduced
1373	SCA Spearhead Capital Advisors Wellington, Florida	$242K	+$232K	1	0.07%	New
1374	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$241K	-$62.5K	1	0.11%	Reduced
1375	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$240K	-$646K	1	0.11%	Reduced