← 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
1476	PNFS PW Nova Financial Services Newtown, Pennsylvania	$3.92M	-$47.6K	3	0.84%	Reduced
1477	KSCM Kamunting Street Capital Management Miami Beach, Florida	$3.92M	+$2.64M	1	2.19%	Increased
1478	PC Panoramic Capital Larkspur, California	$3.92M	+$4.4M	1	1.69%	New
1479	CC Cadinha & Co Honolulu, Hawaii	$3.91M	+$575K	1	0.58%	Increased
1480	Curi RMB Capital Chicago, Illinois	$3.91M	-$2.64M	4	0.06%	Reduced
1481	PTB Pioneer Trust Bank Salem, Oregon	$3.91M	+$53.6K	1	0.89%	Increased
1482	NFG Northbridge Financial Group Tampa, Florida	$3.9M	+$770K	3	1.49%	Increased
1483	Evelyn Partners London,	$3.89M	+$4.42M	3	0.01%	New
1484	CCWM Correct Capital Wealth Management Clayton, Missouri	$3.89M	+$365K	2	0.67%	Increased
1485	Kornitzer Capital Management Shawnee Mission, Kansas	$3.89M	-$79.2K	2	0.08%	Reduced
1486	BWP BSW Wealth Partners Boulder, Colorado	$3.88M	+$53.5K	3	0.43%	Increased
1487	BONH Bank of New Hampshire Laconia, New Hampshire	$3.88M	+$629K	3	0.81%	Increased
1488	CCA Checchi Capital Advisers Beverly Hills, California	$3.87M	-$621K	3	0.17%	Reduced
1489	MS Madden Securities Dallas, Texas	$3.87M	-$74.8K	1	1.08%	Reduced
1490	Centiva Capital New York	$3.85M	-$2.08M	3	0.03%	Reduced
1491	SC Sawyer & Company Boston, Massachusetts	$3.84M	-$23.8K	3	1.29%	Reduced
1492	WWM Westwood Wealth Management Los Angeles, California	$3.84M	-$1.75M	1	1.11%	Reduced
1493	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$3.83M	-$353K	3	0.81%	Reduced
1494	PCS Personal CFO Solutions Chester, New Jersey	$3.83M	-$311K	3	0.55%	Reduced
1495	FIB First Interstate Bank Billings, Montana	$3.83M	+$24.3K	1	0.2%	Increased
1496	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$3.82M	+$193K	3	0.24%	Increased
1497	ST Spinnaker Trust Portland, Maine	$3.82M	-$78.6K	1	0.19%	Reduced
1498	SA SJBenen ADVISORY Chapel Hill, North Carolina	$3.82M	$0	1	2.17%	Maintained
1499	AIM Anchor Investment Management Columbia, South Carolina	$3.82M	+$2.04M	4	0.29%	Increased
1500	BAMG Brand Asset Management Group Chesterfield, Missouri	$3.82M	-$468K	1	0.84%	Reduced