← 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
1776	RFMS RWQ Financial Management Services Naples, Florida	$2.63M	+$3.07M	1	1.27%	New
1777	SW SkyOak Wealth Southfield, Michigan	$2.63M	+$120K	3	0.43%	Increased
1778	KP Keel Point Huntsville, Alabama	$2.62M	-$351K	3	0.16%	Reduced
1779	TCA Transcend Capital Advisors Madison, New Jersey	$2.62M	-$928K	3	0.18%	Reduced
1780	PWP Ponta Wealth Partners Winter Park, Florida	$2.62M	+$149K	3	1.4%	Increased
1781	NL Navalign LLC Encino, California	$2.61M	+$463K	2	0.61%	Increased
1782	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$2.61M	+$2.07M	2	1.21%	Increased
1783	WIM Westside Investment Management Santa Monica, California	$2.61M	+$311K	4	0.34%	Increased
1784	SAM S.A. Mason Holland, Michigan	$2.61M	-$106K	1	0.8%	Reduced
1785	MA Modus Advisors Excelsior, Minnesota	$2.6M	-$3.14M	1	0.64%	Reduced
1786	RA Riversedge Advisors Wilmington, Delaware	$2.6M	-$485K	1	0.34%	Reduced
1787	IA IFC Advisors Los Angeles, California	$2.6M	+$2.03M	2	0.33%	Increased
1788	GIPW Granite Islands Private Wealth Guilford, Connecticut	$2.58M	+$27K	3	1.91%	Increased
1789	N Numerai San Francisco, California	$2.58M	+$3.08M	1	0.21%	New
1790	PE PCM Encore Aspen, Colorado	$2.58M	-$435K	3	0.45%	Reduced
1791	CB Community Bank Dewitt, New York	$2.58M	+$499K	1	0.28%	Increased
1792	HT Headlands Technologies Chicago, Illinois	$2.57M	-$373K	1	0.27%	Reduced
1793	WP WealthShield Partners Cary, North Carolina	$2.57M	-$50.1K	3	0.39%	Reduced
1794	SAM Sycomore Asset Management Paris, France	$2.57M	$0	1	0.28%	Maintained
1795	WCG Weaver Consulting Group Huntington Beach, California	$2.57M	+$2.81M	1	0.53%	Increased
1796	Gabelli Funds Rye, New York	$2.57M	-$14.3M	2	0.02%	Reduced
1797	NMC Nine Masts Capital Central, Hong Kong	$2.57M	+$2.95M	3	0.26%	New
1798	RIA Rhodes Investment Advisors Fort Worth, Texas	$2.57M	+$1.11M	2	1.89%	Increased
1799	BCM Benchstone Capital Management New York	$2.56M	+$2.56M	1	0.31%	New
1800	JWBC J.W. Burns & Co Dewitt, New York	$2.56M	-$155K	1	0.27%	Reduced