← 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
1451	SP Saranac Partners London,	$4.04M	+$533K	1	1.18%	Increased
1452	SFG Stonebridge Financial Group San Rafael, California	$4.04M	+$4.61M	3	0.56%	New
1453	Krilogy Financial St. Louis, Missouri	$4.04M	-$1.29M	3	0.12%	Reduced
1454	RMC Resources Management Corp West Hartford, Connecticut	$4.04M	+$201K	2	0.51%	Increased
1455	CWM Cornerstone Wealth Management St. Peters, Missouri	$4.03M	-$19.8K	3	0.17%	Reduced
1456	PFU Parus Finance (UK) London, United Kingdom	$4.03M	+$14.5K	3	1.05%	Increased
1457	WA WP Advisors San Francisco, California	$4.02M	+$2.81M	2	0.97%	Increased
1458	Perfromance Wealth Partners Hinsdale, Illinois	$4.01M	-$451K	3	0.1%	Reduced
1459	Point72 Asset Management Stamford, Connecticut	$4.01M	-$34.1M	1	0%	Reduced
1460	SC Shay Capital New York	$4.01M	+$3.31M	5	0.26%	Increased
1461	BFA Buttonwood Financial Advisors Baltimore, Maryland	$4M	+$1.1M	1	1.22%	Increased
1462	BAM BOCHK Asset Management Hong Kong	$3.99M	-$1.99M	1	0.63%	Reduced
1463	HWM Howard Wealth Management Madison, Connecticut	$3.99M	+$9.55K	1	1.48%	Increased
1464	JF Jericho Financial Westerville, Ohio	$3.99M	+$440K	1	2.07%	Increased
1465	XWM Xcel Wealth Management Holly Hill, Florida	$3.98M	-$1.46M	2	0.95%	Reduced
1466	DWP Destiny Wealth Partners Tavares, Florida	$3.98M	-$1.31M	1	0.56%	Reduced
1467	TW TritonPoint Wealth Chevy Chase, Maryland	$3.98M	+$801K	2	0.39%	Increased
1468	NCNMGF Nano-Cap New Millennium Growth Fund Staten Island, New York	$3.97M	+$3.19M	3	3.06%	Increased
1469	RWM RBA Wealth Management Newport Beach, California	$3.97M	-$223K	1	1.46%	Reduced
1470	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$3.97M	+$389K	1	0.66%	Increased
1471	CMI Clare Market Investments Dallas, Texas	$3.97M	-$1.77M	2	0.72%	Reduced
1472	JIC Joel Isaacson & Co New York	$3.96M	+$34.2K	3	0.11%	Increased
1473	MB MidFirst Bank Oklahoma City, Oklahoma	$3.96M	-$123K	4	0.28%	Reduced
1474	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$3.93M	-$50.8K	2	1.58%	Reduced
1475	CFG Cooper Financial Group Irvine, California	$3.92M	-$571K	3	0.32%	Reduced