← 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	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$240K	+$4.7K	1	0.06%	Increased
1377	SBL Sargent Bickham Lagudis Boulder, Colorado	$240K	$0	2	0.03%	Maintained
1378	Donaldson Capital Management Evansville, Indiana	$239K	+$10.8K	1	0.02%	Increased
1379	CFGS Concourse Financial Group Securities Birmingham, Alabama	$238K	+$33.7K	3	0.02%	Increased
1380	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$238K	$0	1	0.03%	Maintained
1381	AFNAS American Financial Network Advisory Services Calabasas, California	$237K	-$117K	1	0.19%	Reduced
1382	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$237K	+$18.3K	1	0.1%	Increased
1383	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$235K	-$621K	1	0.28%	Reduced
1384	LWM Lenox Wealth Management Cincinnati, Ohio	$232K	-$3.94K	2	0.07%	Reduced
1385	PFA Pathway Financial Advisors South Burlington, Vermont	$232K	$0	1	0.07%	Maintained
1386	TCI Wealth Advisors Tucson, Arizona	$232K	-$12.5K	2	0.1%	Reduced
1387	DF Dent & Co Baltimore, Maryland	$228K	-$117K	1	0%	Reduced
1388	NME Notis-McConarty Edward	$228K	$0	1	0.11%	Maintained
1389	PI Parkside Investments Deerfield, Illinois	$228K	$0	1	0.06%	Maintained
1390	SC Schoolcraft Capital Boulder, Colorado	$228K	+$235K	1	0.14%	New
1391	PEA Pacific Edge Advisors Corona Del Mar, California	$227K	$0	1	0.15%	Maintained
1392	PAM Paradigm Asset Management New York	$225K	-$18.2K	2	0.06%	Reduced
1393	AIA Angeles Investment Advisors Santa Monica, California	$224K	+$231K	1	0.06%	New
1394	Geneos Wealth Management Englewood, Colorado	$223K	-$9.04K	3	0.01%	Reduced
1395	MC Menta Capital San Francisco, California	$223K	+$214K	1	0.09%	New
1396	RIA Realta Investment Advisors Wilmington, Delaware	$223K	+$169K	2	0.06%	Increased
1397	Chicago Partners Investment Group Chicago, Illinois	$222K	+$220K	1	0.03%	New
1398	II Ibex Investors Denver, Colorado	$221K	+$228K	1	0.02%	New
1399	Brinker Capital Investments Berwyn, Pennsylvania	$220K	+$94.3K	2	0.01%	Increased
1400	SFSG Stearns Financial Services Group Greensboro, North Carolina	$219K	$0	1	0.04%	Maintained