← 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	KPCM Kings Point Capital Management Great Neck, New York	$276K	+$167K	2	0.05%	Increased
1377	Saturna Capital Bellingham, Washington	$274K	+$281K	1	0.01%	New
1378	YIA YHB Investment Advisors West Hartford, Connecticut	$272K	+$60.6K	1	0.04%	Increased
1379	M Mirova Paris, France	$269K	+$17.3K	1	0.03%	Increased
1380	COI Capital One Investing Mclean, Virginia	$266K	+$10.9K	1	0.06%	Increased
1381	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$265K	+$271K	1	0%	New
1382	CFA Carroll Financial Associates Charlotte, North Carolina	$262K	+$21.1K	2	0.02%	Increased
1383	CFG Cooper Financial Group Irvine, California	$262K	+$268K	1	0.12%	New
1384	IF Ironwood Financial Tucson, Arizona	$262K	+$268K	1	0.13%	New
1385	Weiss Asset Management Boston, Massachusetts	$262K	+$268K	1	0.02%	New
1386	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$261K	$0	1	0.86%	Maintained
1387	TL TrueWealth LLC Atlanta, Georgia	$259K	$0	2	0.11%	Maintained
1388	GAMC Garner Asset Management Corp Plano, Texas	$258K	+$264K	1	0.19%	New
1389	OneDigital Investment Advisors Overland Park, Kansas	$258K	-$230K	1	0.02%	Reduced
1390	CPA Clear Perspective Advisors Aurora, Illinois	$256K	-$209K	1	0.12%	Reduced
1391	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$256K	+$21.9K	1	0.07%	Increased
1392	AOWM Alpha Omega Wealth Management Richmond, Virginia	$254K	+$112K	1	0.04%	Increased
1393	CL CPWM LLC Seattle, Washington	$254K	-$66.6K	1	0.03%	Reduced
1394	PCAP Pratt Collard Advisory Partners Buffalo, New York	$254K	$0	1	0.2%	Maintained
1395	SIA Starfire Investment Advisers Southfield, Michigan	$254K	$0	1	0.1%	Maintained
1396	Heritage Wealth Advisors Richmond, Virginia	$252K	$0	2	0.04%	Maintained
1397	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$252K	-$6.38K	1	0.08%	Reduced
1398	YMRC Yorktown Management & Research Company Forest, Virginia	$252K	+$258K	1	0.14%	New
1399	CWM Cornerstone Wealth Management St. Peters, Missouri	$251K	-$13.4K	1	0.04%	Reduced
1400	JCM Jacobi Capital Management Pittston, Pennsylvania	$250K	+$9.88K	1	0.05%	Increased