← 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	BCM Bluefin Capital Management New York	$790K	+$600K	1	0.05%	New
1677	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$790K	+$102K	2	1.46%	Increased
1678	XS XR Securities Chicago, Illinois	$789K	-$1.07M	1	0.05%	Reduced
1679	NSB Norway Savings Bank Portland, Maine	$784K	+$149K	2	0.45%	Increased
1680	KLWA Kelly Lawrence W & Associates Pasadens, California	$779K	-$2.11M	1	0.31%	Reduced
1681	PM Parametrica Management Wanchai, Hong Kong	$779K	+$851K	1	0.48%	New
1682	AG AlphaSimPlex Group Boston, Massachusetts	$778K	-$1.11M	1	0.27%	Reduced
1683	OCM Oakwood Capital Management Los Angeles, California	$774K	-$5.52M	2	0.24%	Reduced
1684	CF Copperwynd Financial Scottsdale, Arizona	$771K	+$32.3K	2	0.37%	Increased
1685	Savant Capital Rockford, Illinois	$771K	+$28.7K	1	0.04%	Increased
1686	SG Swarthmore Group Philadelphia, Pennsylvania	$771K	-$9.34M	1	2.95%	Reduced
1687	ADIM Alpha DNA Investment Management Columbia, Maryland	$770K	+$817K	2	0.82%	New
1688	PCG Private Capital Group West Hartford, Connecticut	$770K	+$84K	4	0.14%	Increased
1689	Leo Brokerage Hurst, Texas	$766K	+$52K	1	0.25%	Increased
1690	SlateStone Wealth Jupiter, Florida	$760K	-$2.24M	2	0.19%	Reduced
1691	Forvis Mazars Wealth Advisors Springfield, Missouri	$754K	-$16K	2	0.04%	Reduced
1692	SW StrongBox Wealth Lee's Summit, Missouri	$753K	-$31.6K	2	0.49%	Reduced
1693	Ellevest Inc New York	$752K	-$8.88K	3	0.11%	Reduced
1694	Winton Group London, United Kingdom	$752K	-$85.3K	1	0.05%	Reduced
1695	Chicago Partners Investment Group Chicago, Illinois	$751K	+$134K	1	0.07%	Increased
1696	SFP Sandbox Financial Partners Bethesda, Maryland	$751K	+$763K	2	0.69%	New
1697	Oxford Financial Group Carmel, Indiana	$749K	-$3.65K	1	0.11%	Reduced
1698	JWM Jupiter Wealth Management Glendale, Colorado	$747K	$0	2	0.46%	Maintained
1699	SFPG Stonebridge Financial Planning Group Orlando, Florida	$746K	+$48.6K	1	0.47%	Increased
1700	Natixis Investment Managers International Paris, France	$744K	+$742K	2	0.05%	New