← 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
1426	NIM Nicollet Investment Management Minneapolis, Minnesota	$4.23M	+$19.1K	2	1.31%	Increased
1427	TCOK Trust Company of Kansas Wichita, Kansas	$4.23M	+$2.58M	1	2.17%	Increased
1428	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$4.22M	-$780K	1	0.19%	Reduced
1429	First National Trust Hermitage, Pennsylvania	$4.21M	-$1.62M	3	0.14%	Reduced
1430	CAC Core Alternative Capital Peachtree Corners, Georgia	$4.21M	+$1.33M	3	1.26%	Increased
1431	TW Tempo Wealth Independence, Ohio	$4.2M	+$1.07M	3	0.62%	Increased
1432	CA CGN Advisors Manhattan, Kansas	$4.19M	+$279K	3	0.31%	Increased
1433	CC Courier Capital Buffalo, New York	$4.19M	-$17.1K	2	0.21%	Reduced
1434	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$4.17M	$0	1	0.64%	Maintained
1435	BPMC Buckland Partners Management Co Harrison, New York	$4.17M	+$1.89M	4	2.04%	Increased
1436	OWP ORG Wealth Partners Dallas, Texas	$4.15M	+$10.6K	5	0.62%	Increased
1437	AWM Accurate Wealth Management Wesley Chapel, Florida	$4.14M	+$264K	3	0.4%	Increased
1438	LAM Lynch Asset Management Yardley, Pennsylvania	$4.14M	$0	1	1.13%	Maintained
1439	ES Eagle Strategies New York	$4.14M	+$353K	3	0.41%	Increased
1440	OL Odyssean LLC Darien, Connecticut	$4.13M	+$3.07M	3	0.67%	Increased
1441	CL CVFG LLC Shelbyville, Indiana	$4.13M	-$399K	1	0.43%	Reduced
1442	ANBT American National Bank & Trust Wichita Falls, Texas	$4.12M	+$160K	3	0.35%	Increased
1443	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$4.1M	-$360K	3	1.16%	Reduced
1444	PPWP Premier Path Wealth Partners Madison, New Jersey	$4.1M	-$1.02M	3	0.47%	Reduced
1445	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$4.08M	-$144K	3	0.64%	Reduced
1446	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$4.08M	+$4.07M	1	0.54%	New
1447	CWM Centric Wealth Management Chicago, Illinois	$4.08M	$0	1	0.63%	Maintained
1448	EIA Emerald Investment Advisers Leola, Pennsylvania	$4.08M	+$1.14M	1	0.27%	Increased
1449	FCM Fogel Capital Management Stuart, Florida	$4.07M	+$3.81M	2	1.64%	Increased
1450	Avantax Planning Partners Dubuque, Iowa	$4.06M	+$324K	3	0.1%	Increased