← 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
1601	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$3.34M	-$1.38M	3	0.18%	Reduced
1602	IWM Inlight Wealth Management Atlanta, Georgia	$3.34M	+$3.33M	1	1.06%	New
1603	PIA Prakash Investment Advisors Andover, Massachusetts	$3.33M	-$2.87M	2	1.92%	Reduced
1604	CPW Cove Private Wealth Oyster Bay Cove, New York	$3.32M	+$933K	2	0.64%	Increased
1605	CCM Capstone Capital Management Hong Kong,	$3.32M	+$3.32M	2	1.48%	New
1606	RH RFG Holdings Argyle, Texas	$3.31M	+$208K	2	0.69%	Increased
1607	Csenge Advisory Group Clearwater, Florida	$3.3M	-$270K	4	0.13%	Reduced
1608	BAM Bastion Asset Management Montreal, Canada	$3.29M	+$1.86M	1	1.12%	Increased
1609	PPW Parcion Private Wealth Bellevue, Washington	$3.29M	-$1.09M	3	0.18%	Reduced
1610	ZF Zhang Financial Portage, Michigan	$3.28M	+$68.7K	3	0.1%	Increased
1611	BAM Ballast Asset Management Dallas, Texas	$3.28M	+$1.19M	1	1.31%	Increased
1612	RFL RD Finance Ltd Limassol, Cyprus	$3.27M	$0	1	3.22%	Maintained
1613	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$3.26M	+$77.5K	1	0.18%	Increased
1614	PWCM Processus Wealth & Capital Management Brentwood, Tennessee	$3.26M	-$950K	1	1.93%	Reduced
1615	GCA Greenwood Capital Associates Greenwood, South Carolina	$3.26M	+$3.25M	1	0.32%	New
1616	CI Ceera Investments Bellaire, Texas	$3.26M	-$140K	1	1.38%	Reduced
1617	LS Leelyn Smith Geneva, Illinois	$3.25M	+$443K	2	0.4%	Increased
1618	DWM Ducere Wealth Management Newport Beach, California	$3.25M	+$1.27M	2	0.98%	Increased
1619	LCM LCM Capital Management Chicago, Illinois	$3.25M	-$236K	4	1.41%	Reduced
1620	CIM Cambria Investment Management Manhattan Beach, California	$3.25M	+$1.06M	3	0.16%	Increased
1621	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$3.23M	-$38.9K	2	0.64%	Reduced
1622	Lazard Frères Gestion Paris, France	$3.22M	-$446K	2	0.06%	Reduced
1623	HIM Herald Investment Management London, United Kingdom	$3.22M	+$1M	1	0.44%	Increased
1624	SWM Shepherd Wealth Management Cincinnati, Ohio	$3.21M	-$353K	1	1.78%	Reduced
1625	SC Stance Capital Boston, Massachusetts	$3.21M	+$3.39M	2	0.98%	Increased