← 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
1751	FFO Fiduciary Family Office Boca Raton, Florida	$2.71M	+$336K	3	0.68%	Increased
1752	ML Maniro Ltd Nassau,	$2.71M	$0	1	0.61%	Maintained
1753	TF Trek Financial Scottsdale, Arizona	$2.7M	+$322K	2	0.13%	Increased
1754	AFM Armstrong Fleming & Moore Washington, District of Columbia	$2.69M	-$18.7K	2	0.89%	Reduced
1755	BCM Brooktree Capital Management Gand Rapids, Michigan	$2.69M	+$1.44M	1	1.75%	Increased
1756	MFS Mattson Financial Services Kentwood, Michigan	$2.68M	+$663K	1	0.56%	Increased
1757	CFD Creative Financial Designs Kokomo, Indiana	$2.68M	-$51.2K	4	0.13%	Reduced
1758	LCM Lattice Capital Management Kirkland, Washington	$2.68M	$0	1	5.43%	Maintained
1759	CA COFG Advisors Oak Brook, Illinois	$2.68M	-$204K	2	0.46%	Reduced
1760	WMP Wealth Management Partners Tucson, Arizona	$2.68M	+$139K	2	0.63%	Increased
1761	CAWM Capital Advisors Wealth Management Yakima, Washington	$2.68M	+$174K	1	0.31%	Increased
1762	Eastern Bank Boston, Massachusetts	$2.68M	-$648K	4	0.04%	Reduced
1763	AWM Aprio Wealth Management Atlanta, Georgia	$2.67M	-$182K	3	0.13%	Reduced
1764	A Argentarii Cincinnati, Ohio	$2.67M	-$842K	2	0.81%	Reduced
1765	UWM Udine Wealth Management Boca Raton, Florida	$2.67M	+$36.1K	1	1.1%	Increased
1766	PP PDT Partners New York	$2.67M	-$5.52M	1	0.14%	Reduced
1767	HBT Heartland Bank & Trust Bloomington, Illinois	$2.67M	-$44.1K	3	0.55%	Reduced
1768	HZ Hixon Zuercher Findlay, Ohio	$2.66M	-$10.4K	1	0.78%	Reduced
1769	SWM Segment Wealth Management Houston, Texas	$2.66M	+$149K	2	0.14%	Increased
1770	OAM Ostrum Asset Management Paris, France	$2.65M	-$328K	3	0.13%	Reduced
1771	SAS Stelac Advisory Services New York	$2.65M	+$1.09K	1	0.49%	Increased
1772	AG Advocate Group Minnetonka, Minnesota	$2.65M	+$500K	1	0.4%	Increased
1773	Simplify Asset Management Las Vegas, Nevada	$2.65M	+$835K	3	0.04%	Increased
1774	Burney Company Reston, Virginia	$2.64M	-$93K	3	0.07%	Reduced
1775	CFP Catalyst Financial Partners Boston, Massachusetts	$2.63M	-$822K	3	0.26%	Reduced