← 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	Balentine LLC Atlanta, Georgia	$229K	+$201K	3	0.01%	Increased
1552	IAM Integre Asset Management New York	$229K	+$217K	1	0.13%	New
1553	Plancorp LLC Saint Louis, Missouri	$227K	-$193K	1	0.07%	Reduced
1554	HFP Holistic Financial Partners Indianapolis, Indiana	$226K	$0	1	0.14%	Maintained
1555	IC InterOcean Capital Chicago, Illinois	$224K	$0	1	0.02%	Maintained
1556	SG Somerset Group Wayzata, Minnesota	$224K	$0	1	0.2%	Maintained
1557	FAM Formidable Asset Management Cincinnati, Ohio	$222K	+$192K	1	0.07%	New
1558	FineMark National Bank & Trust Fort Myers, Florida	$221K	+$213K	1	0.01%	New
1559	One Capital Management Westlake Village, California	$221K	$0	1	0.03%	Maintained
1560	SIM Sonora Investment Management Tucson, Arizona	$221K	+$4.23K	1	0.02%	Increased
1561	Advisors Capital Management Ridgewood, New Jersey	$219K	+$211K	1	0.01%	New
1562	CAM Claret Asset Management Montreal, Quebec, Canada	$219K	+$211K	1	0.04%	New
1563	JF JSF Financial Los Angeles, California	$218K	+$211K	1	0.22%	New
1564	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$218K	+$4.63K	2	0.06%	Increased
1565	ECG Edge Capital Group Atlanta, Georgia	$216K	-$125K	1	0.02%	Reduced
1566	RIS Retirement Income Solutions Ann Arbor, Michigan	$216K	+$208K	1	0.09%	New
1567	Boston Financial Management Boston, Massachusetts	$214K	+$207K	1	0.01%	New
1568	AAM American Asset Management Boca Raton, Florida	$212K	-$11.8K	1	0.14%	Reduced
1569	BO BRR OpCo Columbus, Ohio	$212K	+$204K	1	0.03%	New
1570	Busey Bank Urbana, Illinois	$212K	+$204K	1	0.01%	New
1571	PV Private Vista Chicago, Illinois	$212K	+$206K	1	0.06%	New
1572	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$211K	-$42.8K	1	0.09%	Reduced
1573	POIA Pin Oak Investment Advisors Houston, Texas	$209K	+$195K	2	0.17%	Increased
1574	KCPG Kavar Capital Partners Group Leawood, Kansas	$207K	+$200K	1	0.08%	New
1575	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$206K	+$199K	1	0.09%	New