← 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
1726	GTAM Global Trust Asset Management West Palm Beach, Florida	$691K	+$78.3K	1	0.38%	Increased
1727	TCM Tuttle Capital Management Riverside, Connecticut	$691K	+$701K	2	0.53%	New
1728	GA Geller Advisors New York	$687K	+$142K	2	0.17%	Increased
1729	TF TLWM Financial San Antonio, Texas	$687K	+$3.4K	1	0.27%	Increased
1730	DA Denali Advisors San Diego, California	$682K	-$1.17M	1	0.12%	Reduced
1731	MFG Menard Financial Group Houston, Texas	$681K	+$48.4K	1	0.73%	Increased
1732	SCM Southport Capital Management Chattanooga, Tennessee	$681K	+$520K	1	0.24%	Increased
1733	RIG Ramiah Investment Group Brookfield, Wisconsin	$679K	+$32.3K	1	0.57%	Increased
1734	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$677K	-$81.9K	2	0.24%	Reduced
1735	Glenview Trust Louisville, Kentucky	$677K	+$58.4K	1	0.03%	Increased
1736	CCP Cardan Capital Partners Denver, Colorado	$675K	+$237K	2	0.08%	Increased
1737	RWA Ropes Wealth Advisors Boston, Massachusetts	$675K	+$10.1K	2	0.1%	Increased
1738	HPWM Highland Private Wealth Management Bellevue, Washington	$672K	-$1.7K	1	0.12%	Reduced
1739	BM Brandywine Managers Hockessin, Delaware	$663K	$0	2	0.91%	Maintained
1740	MSAM Moloney Securities Asset Management Manchester, Missouri	$662K	+$121K	1	0.15%	Increased
1741	HL HeadInvest LLC Portland, Maine	$661K	+$304K	1	0.14%	Increased
1742	AIA Angeles Investment Advisors Santa Monica, California	$660K	-$4.86K	1	0.07%	Reduced
1743	Carnegie Investment Counsel Pepper Pike, Ohio	$660K	+$516K	1	0.03%	Increased
1744	PTP Platform Technology Partners New York	$660K	+$79.8K	1	0.32%	Increased
1745	TFO Tarbox Family Office Newport Beach, California	$655K	-$1.04K	2	0.14%	Reduced
1746	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$654K	+$9.24K	1	0.1%	Increased
1747	MCCP Mission Creek Capital Partners San Francisco, California	$654K	-$9.04M	1	0.2%	Reduced
1748	PWA Physician Wealth Advisors Midvale, Utah	$654K	-$23.4K	1	0.22%	Reduced
1749	SIM SSI Investment Management Los Angeles, California	$654K	-$291K	2	0.05%	Reduced
1750	TCM Tradewinds Capital Management Bellingham, Washington	$652K	+$17.3K	3	0.14%	Increased