← 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
1626	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$3.21M	+$1.67M	3	0.21%	Increased
1627	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$3.2M	-$352K	3	0.82%	Reduced
1628	PWM Parkway Wealth Management Plano, Texas	$3.19M	+$562K	1	0.37%	Increased
1629	NB NBT Bank Norwich, New York	$3.18M	-$41.1K	3	0.21%	Reduced
1630	FLP Financial Life Planners Tempe, Arizona	$3.18M	-$448K	3	2.04%	Reduced
1631	PWM Purus Wealth Management Newport Beach, California	$3.18M	+$58.7K	2	0.88%	Increased
1632	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$3.18M	+$458K	2	0.31%	Increased
1633	IIM InTrack Investment Management South Burlington, Vermont	$3.18M	+$34.2K	1	1.57%	Increased
1634	DRW Securities Chicago, Illinois	$3.17M	-$1.33M	2	0.08%	Reduced
1635	IB Intrust Bank Wichita, Kansas	$3.17M	-$636K	3	0.23%	Reduced
1636	LFS Littlejohn Financial Services Roseburg, Oregon	$3.17M	+$1.28M	3	2.3%	Increased
1637	BRG Bay Rivers Group Williamsburg, Virginia	$3.16M	-$2.76M	1	1.08%	Reduced
1638	UWP Uniting Wealth Partners Mission, Kansas	$3.16M	-$96.6K	3	0.64%	Reduced
1639	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$3.16M	+$1.09M	3	0.59%	Increased
1640	SIC Sterling Investment Counsel Buffalo, New York	$3.15M	+$335K	3	0.74%	Increased
1641	GCA Gallagher Capital Advisors Argyle, Texas	$3.15M	+$448K	2	1.8%	Increased
1642	FAM Fairtree Asset Management Bellville, Cape Town, South Africa	$3.15M	+$1.62M	1	1.21%	Increased
1643	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$3.15M	-$21.4K	1	0.69%	Reduced
1644	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$3.14M	+$675K	3	0.39%	Increased
1645	UB Umpqua Bank Lake Oswego, Oregon	$3.13M	+$408K	2	0.7%	Increased
1646	PCM Prelude Capital Management New York	$3.12M	+$688K	4	0.23%	Increased
1647	BLC Blue Line Capital Chicago, Illinois	$3.12M	+$600K	2	2.6%	Increased
1648	MNBTD Moody National Bank Trust Division Galveston, Texas	$3.12M	-$146K	3	0.26%	Reduced
1649	NF Nikulski Financial Bettendorf, Iowa	$3.11M	+$346K	2	0.67%	Increased
1650	Chilton Investment Company Stamford, Connecticut	$3.11M	-$547K	3	0.07%	Reduced