← 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
1376	CA Callahan Advisors Houston, Texas	$4.61M	-$343K	2	0.35%	Reduced
1377	Intact Investment Management Montreal, Quebec, Canada	$4.61M	-$2.05M	1	0.13%	Reduced
1378	VWA Visionary Wealth Advisors O'fallon, Illinois	$4.6M	+$90.1K	3	0.18%	Increased
1379	CC Copos Capital Luxembourg,	$4.59M	+$5.37M	1	0.62%	New
1380	SW SVB Wealth Boston, Massachusetts	$4.59M	-$61.9K	3	0.29%	Reduced
1381	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$4.58M	-$993K	3	0.22%	Reduced
1382	CI Cigna Investments Bloomfield, Connecticut	$4.57M	-$249K	3	0.59%	Reduced
1383	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$4.57M	+$1.61M	2	0.39%	Increased
1384	WW Waterfront Wealth Overland Park, Kansas	$4.55M	+$439K	2	0.71%	Increased
1385	GIP Granite Investment Partners El Segundo, California	$4.54M	+$1.52M	2	0.23%	Increased
1386	PDL Portfolio Design Labs Encino, California	$4.53M	+$280K	3	0.74%	Increased
1387	HCM Hudson Capital Management Ramsey, New Jersey	$4.53M	+$447K	1	1.1%	Increased
1388	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$4.51M	-$1.17M	3	0.71%	Reduced
1389	VCM Vision Capital Management Portland, Oregon	$4.5M	+$102K	2	0.51%	Increased
1390	Fulton Bank Lancaster, Pennsylvania	$4.5M	-$145K	3	0.14%	Reduced
1391	NS NBC Securities Birmingham, Alabama	$4.5M	+$129K	5	0.3%	Increased
1392	MAC Mason & Associates (California) Los Angeles, California	$4.47M	+$199K	2	0.72%	Increased
1393	HWM Hohimer Wealth Management Seattle, Washington	$4.45M	-$262K	3	0.44%	Reduced
1394	ACM Alpha Capital Management Austin, Texas	$4.45M	+$74.6K	1	0.58%	Increased
1395	HA Huntleigh Advisors St. Louis, Missouri	$4.42M	-$374K	2	0.62%	Reduced
1396	BPC Bearing Point Capital Bloomington, Minnesota	$4.41M	+$853K	2	0.6%	Increased
1397	AGM Aragon Global Management Miami, Florida	$4.41M	-$3.7M	1	1.67%	Reduced
1398	FHA Flagship Harbor Advisors Boston, Massachusetts	$4.41M	-$216K	3	0.17%	Reduced
1399	SM Sciencast Management Princeton, New Jersey	$4.4M	-$8.88M	3	0.91%	Reduced
1400	AWP Ascent Wealth Partners New Hartford, New York	$4.39M	+$1.81M	1	0.44%	Increased