← 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
1526	JA JLB & Associates Plymouth, Michigan	$266K	+$94.1K	1	0.06%	Increased
1527	Burney Company Reston, Virginia	$265K	+$42.3K	1	0.02%	Increased
1528	FWP FAS Wealth Partners Leawood, Kansas	$265K	+$316K	1	0.05%	New
1529	IWP Icon Wealth Partners Houston, Texas	$264K	+$314K	1	0.1%	New
1530	PEA Pacific Edge Advisors Corona Del Mar, California	$264K	+$11.7K	1	0.19%	Increased
1531	SM Senvest Management New York	$264K	+$314K	1	0.03%	New
1532	YIA YHB Investment Advisors West Hartford, Connecticut	$264K	$0	1	0.05%	Maintained
1533	FCM Firestone Capital Management Coral Gables, Florida	$262K	-$35.1K	1	0.14%	Reduced
1534	MA MANA Advisors New York	$262K	+$312K	1	5.59%	New
1535	BAM Barrett Asset Management New York	$261K	-$31.3K	2	0.02%	Reduced
1536	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$261K	+$87.8K	1	0.14%	Increased
1537	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$260K	+$310K	1	0.03%	New
1538	TCM Teza Capital Management Chicago, Illinois	$260K	-$917K	1	0.83%	Reduced
1539	WA WBH Advisory Baltimore, Maryland	$259K	-$7.82K	1	0.06%	Reduced
1540	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$258K	+$4.97K	1	0.09%	Increased
1541	IAP Indie Asset Partners Carmel, Indiana	$256K	+$2.06K	1	0.32%	Increased
1542	S Seeyond Paris, France	$255K	-$1.06M	2	0.04%	Reduced
1543	Mather Group Chicago, Illinois	$254K	+$18K	1	0.02%	Increased
1544	SFSG Stearns Financial Services Group Greensboro, North Carolina	$254K	+$54.9K	1	0.05%	Increased
1545	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$253K	$0	1	1.01%	Maintained
1546	NF Nikulski Financial Bettendorf, Iowa	$253K	$0	1	0.22%	Maintained
1547	PC Permanens Capital New York	$252K	-$386K	1	0.08%	Reduced
1548	Simon Quick Advisors Morristown, New Jersey	$252K	+$179K	2	0.09%	Increased
1549	BCM Birch Capital Management Dallas, Texas	$251K	+$115K	1	0.29%	Increased
1550	CFG Cooper Financial Group Irvine, California	$251K	+$29.1K	1	0.1%	Increased