← 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	EWM Evermay Wealth Management Arlington, Virginia	$562K	+$283K	1	0.12%	Increased
1802	VCM Vivaldi Capital Management Chicago, Illinois	$559K	-$1.04K	1	0.12%	Reduced
1803	KPCM Kings Point Capital Management Great Neck, New York	$558K	-$138K	2	0.06%	Reduced
1804	FQ First Quadrant Glendale, California	$556K	-$51.8K	2	0.06%	Reduced
1805	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$555K	+$607K	1	0.41%	New
1806	DC DeDora Capital Napa, California	$553K	+$24.8K	1	0.27%	Increased
1807	Y-Intercept (HK) Hong Kong	$553K	+$394K	1	0.23%	New
1808	BCM BTC Capital Management Des Moines, Iowa	$552K	+$1.04K	1	0.07%	Increased
1809	RPCA Running Point Capital Advisors El Segundo, California	$551K	+$602K	1	0.32%	New
1810	PCAP Pratt Collard Advisory Partners Buffalo, New York	$550K	$0	1	0.4%	Maintained
1811	RIM Redwood Investment Management Scottsdale, Arizona	$549K	+$245K	2	0.09%	Increased
1812	AIM Axiom Investment Management New York	$548K	+$691K	2	0.5%	Increased
1813	KFI Key Financial Inc West Chester, Pennsylvania	$545K	-$201K	1	0.41%	Reduced
1814	CA CGN Advisors Manhattan, Kansas	$544K	+$594K	1	0.22%	New
1815	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$542K	-$111K	1	0.14%	Reduced
1816	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$540K	-$286K	1	0.31%	Reduced
1817	GJIC Gamble Jones Investment Counsel Pasadena, California	$531K	+$9K	1	0.04%	Increased
1818	FNT First Nebraska Trust Lincoln, Nebraska	$530K	+$9.24K	1	0.08%	Increased
1819	SAM Sequent Asset Management Houston, Texas	$529K	+$578K	1	0.35%	New
1820	Smith Salley Wealth Management Greensboro, North Carolina	$529K	+$120K	1	0.05%	Increased
1821	One Capital Management Westlake Village, California	$527K	+$152K	1	0.06%	Increased
1822	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$527K	+$236K	3	0.17%	Increased
1823	SEP Southland Equity Partners Wildwood, Missouri	$527K	+$500K	2	0.35%	New
1824	AFS Aft Forsyth & Sober Valrico, Florida	$523K	+$535K	1	0.4%	Increased
1825	BMC Beaton Management Company Haverhill, Massachusetts	$523K	$0	1	0.39%	Maintained