← 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
1801	ACM Alight Capital Management New York	$2.56M	-$2.25M	2	0.36%	Reduced
1802	PA Probity Advisors Dallas, Texas	$2.56M	+$78.5K	3	0.37%	Increased
1803	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$2.56M	+$1.01M	1	0.68%	Increased
1804	NWMG National Wealth Management Group Cincinnati, Ohio	$2.55M	-$198K	1	0.79%	Reduced
1805	MSK Melissa S. Kampmann	$2.55M	+$317K	2	1.93%	Increased
1806	GWM GSB Wealth Management Guilford, Connecticut	$2.55M	+$1.95M	2	0.51%	Increased
1807	Picton Mahoney Asset Management Toronto, Ontario, Canada	$2.54M	-$7.14M	4	0.02%	Reduced
1808	SCP Silverleafe Capital Partners Germantown, Tennessee	$2.54M	-$1.09M	1	0.69%	Reduced
1809	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$2.53M	-$1.03M	3	0.39%	Reduced
1810	BAM Beaumont Asset Management Beaumont, Texas	$2.53M	+$37.3K	2	0.98%	Increased
1811	GCM Gunpowder Capital Management Towson, Maryland	$2.52M	+$285K	3	1.77%	Increased
1812	ES Element Squared Minneapolis, Minnesota	$2.52M	+$2.51M	1	1.25%	New
1813	MCG McCollum Christoferson Group Amherst, New York	$2.52M	+$2.51M	1	0.74%	New
1814	Valmark Advisers Akron, Ohio	$2.52M	-$163K	3	0.03%	Reduced
1815	EFS Essex Financial Services Essex, Connecticut	$2.51M	-$852K	3	0.13%	Reduced
1816	Sax Wealth Advisors Parsippany, New Jersey	$2.51M	+$171K	3	0.1%	Increased
1817	OTL Oak Thistle LLC New York	$2.5M	-$3.02M	2	0.24%	Reduced
1818	SageView Advisory Group Newport Beach, California	$2.5M	-$358K	3	0.08%	Reduced
1819	RMP Richards, Merrill & Peterson Spokane, Washington	$2.49M	+$306K	3	0.79%	Increased
1820	MCB Morton Community Bank East Peoria, Illinois	$2.49M	+$112K	1	0.51%	Increased
1821	HT Heritage Trust Oklahoma City, Oklahoma	$2.49M	+$1.43K	2	0.22%	Increased
1822	CT Coastline Trust Providence, Rhode Island	$2.48M	-$1.62K	3	0.22%	Reduced
1823	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$2.48M	-$10.3M	2	0.13%	Reduced
1824	TMC Themes Management Co Greenwich, Connecticut	$2.48M	-$181K	3	1.64%	Reduced
1825	HCM Hillman Capital Management Bethesda, Maryland	$2.48M	+$479K	2	1.79%	Increased