← 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
1676	PC Purewater Capital Fort Worth, Texas	$3M	+$2.99M	1	2.17%	New
1677	TCM Triumph Capital Management Denver, Colorado	$2.99M	-$702K	4	0.54%	Reduced
1678	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$2.99M	+$147K	2	0.78%	Increased
1679	CAM Covenant Asset Management Chester, New Jersey	$2.99M	-$1.44M	3	0.5%	Reduced
1680	WPP Whalerock Point Partners Providence, Rhode Island	$2.99M	+$35.7K	1	0.51%	Increased
1681	PMWMG Parr McKnight Wealth Management Group Minneapolis, Minnesota	$2.98M	+$1.45M	1	0.35%	Increased
1682	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2.98M	-$9.11M	5	0.25%	Reduced
1683	LFCM Long Focus Capital Management San Juan, Puerto Rico	$2.98M	-$20.4M	1	0.08%	Reduced
1684	SF Symphony Financial Houston, Texas	$2.98M	+$213K	3	0.33%	Increased
1685	EFG Embree Financial Group Chicago, Illinois	$2.97M	-$790K	2	0.3%	Reduced
1686	QFW QTR Family Wealth Lake Mary, Florida	$2.97M	-$394K	2	1.04%	Reduced
1687	IC IKE Capital New York	$2.97M	-$572K	2	1.56%	Reduced
1688	Thornburg Investment Management Santa Fe, New Mexico	$2.96M	$0	1	0.03%	Maintained
1689	PFA Perryman Financial Advisory Dallas, Texas	$2.95M	+$11.5K	1	0.39%	Increased
1690	CC Colrain Capital Boston, Massachusetts	$2.95M	+$3.3M	1	1%	New
1691	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$2.94M	-$235K	2	0.51%	Reduced
1692	LAM LECAP Asset Management London, United Kingdom	$2.94M	-$627K	3	1.26%	Reduced
1693	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$2.94M	+$3.3M	1	0.73%	New
1694	FCG Fielder Capital Group Nashville, Tennessee	$2.94M	-$50.8K	1	0.64%	Reduced
1695	DCM Davidson Capital Management Corpus Christi, Texas	$2.93M	-$777K	2	0.47%	Reduced
1696	CBA Coastal Bridge Advisors Westport, Connecticut	$2.92M	-$258K	2	0.18%	Reduced
1697	Destination Wealth Management Walnut Creek, California	$2.89M	-$2.99M	1	0.07%	Reduced
1698	RWA Roberts Wealth Advisors Palo Alto, California	$2.89M	+$9.14K	1	0.66%	Increased
1699	MFG Menard Financial Group Houston, Texas	$2.89M	+$281K	1	1.57%	Increased
1700	LAM L2 Asset Management Wayland, Massachusetts	$2.89M	-$73.8K	3	0.3%	Reduced