← 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
1651	Palisade Capital Management Fort Lee, New Jersey	$3.11M	+$2.93M	3	0.14%	Increased
1652	CCM Collar Capital Management Appleton, Wisconsin	$3.11M	+$432K	1	1.83%	Increased
1653	GEA Glen Eagle Advisors Kingston, New Jersey	$3.1M	+$964K	4	0.39%	Increased
1654	KAS KPP Advisory Services Louisville, Kentucky	$3.1M	+$115K	3	0.39%	Increased
1655	AHC Adell Harriman & Carpenter Houston, Texas	$3.1M	-$1.77M	2	0.16%	Reduced
1656	OFS OMC Financial Services Dewitt, New York	$3.1M	-$122K	2	1.03%	Reduced
1657	VIA Vickerman Investment Advisors Spokane, Washington	$3.09M	+$9.85K	2	0.6%	Increased
1658	WMA West Michigan Advisors Holland, Michigan	$3.09M	-$50.4K	2	0.59%	Reduced
1659	PWA Primoris Wealth Advisors North Palm Beach, Florida	$3.09M	+$80.2K	2	1.41%	Increased
1660	AlTi Global New York	$3.09M	-$785K	3	0.06%	Reduced
1661	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$3.08M	+$10.5K	2	0.45%	Increased
1662	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$3.08M	+$3.6M	1	0.15%	New
1663	MAM Morse Asset Management Darien, Connecticut	$3.08M	+$21.5K	4	0.51%	Increased
1664	SOS Silver Oak Securities Jackson, Tennessee	$3.07M	-$676K	4	0.19%	Reduced
1665	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$3.07M	+$78.4K	4	0.21%	Increased
1666	CCFM Clear Creek Financial Management Silverdale, Washington	$3.07M	-$1.69M	3	0.2%	Reduced
1667	BAM Bell Asset Management Melbourne, Australia	$3.05M	-$379K	1	0.81%	Reduced
1668	Aristotle Atlantic Partners Sarasota, Florida	$3.04M	+$806K	1	0.13%	Increased
1669	ACS Archford Capital Strategies Swansea, Illinois	$3.04M	-$144K	4	0.31%	Reduced
1670	SLC Second Line Capital Metairie, Louisiana	$3.03M	+$888K	1	0.57%	Increased
1671	RCM RB Capital Management Reno, Nevada	$3.03M	-$1.81M	3	0.59%	Reduced
1672	AFA Arlington Financial Advisors Santa Barbara, California	$3.03M	+$304K	1	0.38%	Increased
1673	AFT Alpha Family Trust Los Angeles, California	$3.02M	+$673K	3	1.21%	Increased
1674	AFWM Arta Finance Wealth Management Mountain View, California	$3.02M	+$1.01M	2	1.29%	Increased
1675	BCM BTC Capital Management Des Moines, Iowa	$3M	+$306K	2	0.18%	Increased