← 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
1501	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$3.81M	+$4.09M	2	0.32%	New
1502	GCP GSA Capital Partners London, United Kingdom	$3.81M	+$710K	4	0.24%	Increased
1503	SRC Shufro Rose & Co New York	$3.81M	-$3.93M	1	0.22%	Reduced
1504	CG Circumference Group Little Rock, Arkansas	$3.8M	-$801K	1	8.26%	Reduced
1505	BWG Boomfish Wealth Group Alpharetta, Georgia	$3.8M	-$238K	3	1.73%	Reduced
1506	SAI Systematic Alpha Investments Princeton, New Jersey	$3.8M	+$861K	3	0.1%	Increased
1507	VST Van Strum & Towne San Francisco, California	$3.8M	-$21.1K	1	1.04%	Reduced
1508	Capital Advisors Inc Tulsa, Oklahoma	$3.8M	-$93.5K	2	0.06%	Reduced
1509	AWM Angeles Wealth Management Santa Monica, California	$3.8M	+$563K	3	0.17%	Increased
1510	LIM Loudon Investment Management West Lebanon, New Hampshire	$3.79M	-$241K	1	1.86%	Reduced
1511	MFA Mayflower Financial Advisors Boston, Massachusetts	$3.79M	-$60K	3	0.33%	Reduced
1512	WAS WESPAC Advisors SoCal Pasadena, California	$3.79M	-$266K	1	0.68%	Reduced
1513	JCM Jacobi Capital Management Pittston, Pennsylvania	$3.78M	+$962K	3	0.19%	Increased
1514	SP Stablepoint Partners Braintree, Massachusetts	$3.78M	+$360K	3	0.52%	Increased
1515	LFA Legacy Financial Advisors Covington, Kentucky	$3.78M	-$419K	3	0.46%	Reduced
1516	SAM Shikiar Asset Management New York	$3.77M	-$1.09M	2	0.95%	Reduced
1517	Pure Financial Advisors San Diego, California	$3.77M	+$338K	3	0.05%	Increased
1518	I INVST Indianapolis, Indiana	$3.77M	-$476K	3	0.37%	Reduced
1519	OMC Overbrook Management Corp New York	$3.77M	+$3.79M	2	0.57%	New
1520	AHB Abner Herrman & Brock Jersey City, New Jersey	$3.77M	-$13.9M	1	0.36%	Reduced
1521	SAM SP Asset Management Cupertino, California	$3.76M	-$74.3K	2	0.3%	Reduced
1522	NW Naviter Wealth Little Rock, Arkansas	$3.75M	+$635K	3	0.34%	Increased
1523	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$3.75M	$0	2	1.04%	Maintained
1524	SG StoneX Group New York	$3.74M	+$760K	4	0.15%	Increased
1525	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$3.74M	+$352K	3	0.21%	Increased