← 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	TFS TrustCore Financial Services Brentwood, Tennessee	$116K	-$14.7K	1	0.02%	Reduced
1627	AFS Aft Forsyth & Sober Valrico, Florida	$115K	+$111K	1	0.11%	New
1628	SLF Sun Life Financial Toronto, Ontario, Canada	$115K	-$3K	2	0.03%	Reduced
1629	WWM Willingdon Wealth Management Huntersville, North Carolina	$112K	-$9.43K	1	0.02%	Reduced
1630	OC Oakworth Capital Birmingham, Alabama	$111K	+$85.7K	1	0.02%	Increased
1631	Stephens Investment Management Group Houston, Texas	$111K	$0	1	0%	Maintained
1632	BFC Bedel Financial Consulting Indianapolis, Indiana	$110K	+$8.31K	1	0.06%	Increased
1633	LWA Lenox Wealth Advisors New York	$107K	+$21.5K	2	0.02%	Increased
1634	FP Financial Perspectives Minneapolis, Minnesota	$107K	+$99.6K	1	0.07%	New
1635	Simon Quick Advisors Morristown, New Jersey	$106K	+$99.5K	2	0.04%	Increased
1636	VCM Versant Capital Management Phoenix, Arizona	$106K	-$10.6K	3	0.05%	Reduced
1637	First Horizon Advisors Memphis, Tennessee	$104K	+$4.39K	2	0.01%	Increased
1638	Exchange Traded Concepts Oklahoma City, Oklahoma	$102K	+$95.5K	2	0.02%	New
1639	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$101K	-$15K	3	0.02%	Reduced
1640	WCM Wealthcare Capital Management Richmond, Virginia	$99K	+$13.2K	2	0.01%	Increased
1641	FWM Focused Wealth Management Newburgh, New York	$98K	$0	1	0.02%	Maintained
1642	MUFG Americas New York	$98K	$0	1	0%	Maintained
1643	BCM Blume Capital Management Berkeley, California	$97K	$0	1	0.05%	Maintained
1644	GCM Gladius Capital Management Chicago, Illinois	$97K	-$831K	1	0.01%	Reduced
1645	EARNEST Partners Atlanta, Georgia	$95K	+$9.56K	3	0%	Increased
1646	AIM Anchor Investment Management Columbia, South Carolina	$94.3K	+$8.78K	2	0.02%	Increased
1647	KWM Keebeck Wealth Management Chicago, Illinois	$93K	+$90.1K	1	0.03%	New
1648	NIM NuWave Investment Management Parsippany, New Jersey	$91K	-$251K	2	0.09%	Reduced
1649	GWS Glassman Wealth Services Vienna, Virginia	$89K	+$17.2K	3	0.03%	Increased
1650	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$87.3K	$0	1	0.05%	Maintained