← 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
1551	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$3.64M	-$128K	2	0.19%	Reduced
1552	CGIM Capital Group Investment Management Raffles Quay, Singapore	$3.63M	-$142K	2	0.55%	Reduced
1553	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$3.63M	-$7.09K	1	0.23%	Reduced
1554	AIP Almanack Investment Partners Wayne, Pennsylvania	$3.63M	+$3.14M	2	0.46%	Increased
1555	PFS Prospect Financial Services Melville, New York	$3.62M	-$151K	1	1.84%	Reduced
1556	WBC Westpac Banking Corp Sydney, Australia	$3.61M	-$453K	4	0.22%	Reduced
1557	BCM Bayesian Capital Management Brooklyn, New York	$3.61M	+$2.79M	4	2.31%	Increased
1558	LCM Legato Capital Management San Francisco, California	$3.6M	+$3.35M	1	0.3%	Increased
1559	GLOBALT Investments Atlanta, Georgia	$3.6M	-$112K	1	0.12%	Reduced
1560	WAM Weatherly Asset Management Del Mar, California	$3.59M	-$276K	2	0.26%	Reduced
1561	PPC Park Place Capital Homewood, Alabama	$3.58M	+$1.02M	3	0.57%	Increased
1562	Magnetar Financial Evanston, Illinois	$3.57M	+$2.95M	3	0.03%	Increased
1563	PP PDS Planning Dublin, Ohio	$3.57M	-$150K	3	0.21%	Reduced
1564	BCM Bannerstone Capital Management Wayzata, Minnesota	$3.56M	-$1.47M	1	2.99%	Reduced
1565	RA Range Advisory Mclean, Virginia	$3.56M	+$26.8K	3	0.42%	Increased
1566	BIP Wealth Atlanta, Georgia	$3.55M	+$1.06M	3	0.1%	Increased
1567	LT Legacy Trust Grand Rapids, Michigan	$3.55M	-$570K	2	0.63%	Reduced
1568	Montag & Associates Atlanta, Georgia	$3.54M	+$203K	3	0.15%	Increased
1569	WSA Warm Springs Advisors Larkspur, California	$3.54M	+$2.22M	2	2.45%	Increased
1570	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$3.53M	+$1.18M	2	0.08%	Increased
1571	TPA Trivium Point Advisory Westport, Connecticut	$3.53M	+$1.17M	3	0.32%	Increased
1572	MCM McDonough Capital Management Orlando, Florida	$3.53M	+$227K	1	1.76%	Increased
1573	GCWM Guided Capital Wealth Management Houston, Texas	$3.52M	+$366K	2	2.06%	Increased
1574	FWM Finer Wealth Management Salem, Massachusetts	$3.52M	-$247K	2	1.57%	Reduced
1575	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.51M	+$173K	1	0.48%	Increased