← 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
1826	Emerald Advisers Leola, Pennsylvania	$522K	-$6.24K	2	0.02%	Reduced
1827	HIC Holderness Investments Company Greensboro, North Carolina	$522K	+$25.4K	2	0.2%	Increased
1828	WTB Washington Trust Bank Spokane, Washington	$522K	+$571K	1	0.07%	New
1829	FineMark National Bank & Trust Fort Myers, Florida	$520K	+$146K	1	0.02%	Increased
1830	EP EPIQ Partners Minneapolis, Minnesota	$519K	+$300K	1	0.36%	Increased
1831	TA TFG Advisers Auburn Hills, Michigan	$519K	-$60.6K	1	0.27%	Reduced
1832	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$518K	+$17.9K	1	0.23%	Increased
1833	InterOcean Capital Group Nashville, Tennessee	$517K	+$565K	1	0.03%	New
1834	KP Keel Point Huntsville, Alabama	$516K	-$16.5K	1	0.05%	Reduced
1835	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$512K	$0	1	0.18%	Maintained
1836	PA Parkside Advisors Berkeley, California	$512K	$0	1	0.19%	Maintained
1837	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$512K	-$7.54K	1	0.04%	Reduced
1838	CIM Contravisory Investment Management Norwell, Massachusetts	$511K	+$264K	2	0.16%	Increased
1839	HCM Harvey Capital Management Palm Beach, Florida	$511K	$0	1	0.21%	Maintained
1840	HHGA Halbert Hargrove Global Advisors Long Beach, California	$510K	+$300K	2	0.04%	Increased
1841	SBL Sargent Bickham Lagudis Boulder, Colorado	$508K	+$23.6K	2	0.05%	Increased
1842	CPW Catalyst Private Wealth San Mateo, California	$504K	-$3K	1	0.44%	Reduced
1843	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$504K	+$205K	2	0.19%	Increased
1844	CWM Cornerstone Wealth Management St. Peters, Missouri	$503K	+$80.5K	1	0.06%	Increased
1845	Boston Financial Management Boston, Massachusetts	$499K	$0	1	0.02%	Maintained
1846	CBN Cadence Bank NA Houston, Texas	$498K	+$514K	2	0.18%	New
1847	IF Intrua Financial Houston, Texas	$498K	+$173K	1	0.22%	Increased
1848	HCM Hengehold Capital Management Cincinnati, Ohio	$497K	+$11.2K	1	0.07%	Increased
1849	Sax Wealth Advisors Parsippany, New Jersey	$496K	+$542K	1	0.23%	New
1850	BWM BT Wealth Management Atlanta, Georgia	$495K	$0	1	0.18%	Maintained