← 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
1401	AWA Arete Wealth Advisors Chicago, Illinois	$4.39M	+$1.58M	2	0.29%	Increased
1402	HCM Harvey Capital Management Palm Beach, Florida	$4.38M	-$3.14M	2	0.9%	Reduced
1403	IFPG Intrepid Financial Planning Group Carmel, Indiana	$4.38M	+$11.5K	2	1.49%	Increased
1404	WIM WIM Investment Management Hong Kong	$4.38M	+$1.71M	1	1.43%	Increased
1405	Edmond de Rothschild Holding Chambesy, Switzerland	$4.38M	+$992K	3	0.06%	Increased
1406	JLBC J.L. Bainbridge & Co Sarasota, Florida	$4.38M	-$324K	2	0.34%	Reduced
1407	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$4.37M	+$4.31M	3	0.14%	Increased
1408	SWASL Spartan Wealth Advisory Services LLC Bingham Farms, Michigan	$4.37M	+$1.73M	4	0.36%	Increased
1409	EFG Everhart Financial Group Dublin, Ohio	$4.35M	-$1.38M	3	0.28%	Reduced
1410	CRI Colonial River Investments Midlothian, Virginia	$4.35M	+$215K	1	1.24%	Increased
1411	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$4.35M	-$16.4K	2	1.33%	Reduced
1412	SP SIH Partners Wilmington, Delaware	$4.34M	-$9.1M	2	0.03%	Reduced
1413	PWM Platform Wealth Management Holladay, Utah	$4.31M	+$4.83M	1	1.58%	New
1414	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$4.3M	-$56.4K	3	0.86%	Reduced
1415	CWA Clarus Wealth Advisors Peoria, Arizona	$4.3M	+$2.21M	2	1.66%	Increased
1416	GH GAM Holding Zurich, Switzerland	$4.27M	+$1.24M	3	0.33%	Increased
1417	Avidian Wealth Enterprises Houston, Texas	$4.27M	-$373K	3	0.12%	Reduced
1418	FGC Financial Gravity Companies Lakeway, Texas	$4.27M	+$4.89M	3	0.69%	New
1419	EAM Exane Asset Management Paris, France	$4.27M	+$2.27M	1	1.54%	Increased
1420	GFP Gryphon Financial Partners Columbus, Ohio	$4.25M	-$164K	3	0.37%	Reduced
1421	DA Denali Advisors San Diego, California	$4.24M	-$2.35M	2	0.43%	Reduced
1422	SC Sepio Capital Salt Lake City, Utah	$4.24M	-$702K	2	0.21%	Reduced
1423	PFG Prosperity Financial Group San Ramon, California	$4.24M	+$37.1K	3	1.31%	Increased
1424	SIG Brokerage New York	$4.24M	+$2.65M	2	0.08%	Increased
1425	GTAM Global Trust Asset Management West Palm Beach, Florida	$4.24M	-$624K	3	1.32%	Reduced