← 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
1851	BHA Beech Hill Advisors New York	$2.41M	+$299K	1	1.06%	Increased
1852	EAM EdenTree Asset Management London, United Kingdom	$2.41M	$0	2	0.73%	Maintained
1853	CCP Clarkston Capital Partners Rochester, Michigan	$2.4M	-$80.3K	2	0.2%	Reduced
1854	FFS Founders Financial Securities Towson, Maryland	$2.4M	+$33.6K	2	0.12%	Increased
1855	AA Armis Advisers Atlanta, Georgia	$2.4M	+$237K	3	0.22%	Increased
1856	IA Intellus Advisors Naples, Florida	$2.4M	+$16.2K	1	0.29%	Increased
1857	LCS Levin Capital Strategies New York	$2.39M	+$660K	1	0.16%	Increased
1858	AAM Azzad Asset Management Falls Church, Virginia	$2.39M	-$743K	1	0.21%	Reduced
1859	GWP Gen-Wealth Partners Zeeland, Michigan	$2.39M	+$238K	3	0.66%	Increased
1860	MA MONECO Advisors Fairfield, Connecticut	$2.38M	+$98.3K	2	0.15%	Increased
1861	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$2.38M	+$70K	1	0.59%	Increased
1862	MCM Mattern Capital Management Lakewood, Colorado	$2.37M	+$136K	2	0.28%	Increased
1863	LI Lafayette Investments Ashton, Maryland	$2.36M	+$449K	1	0.44%	Increased
1864	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$2.36M	+$274K	3	0.34%	Increased
1865	THC Truffle Hound Capital Bethesda, Maryland	$2.35M	+$2.64M	1	0.5%	New
1866	FWP Forefront Wealth Partners Austin, Texas	$2.35M	+$628K	3	0.73%	Increased
1867	1SB 1ST Source Bank South Bend, Indiana	$2.34M	+$471K	2	0.11%	Increased
1868	VC VarCov Co Darien, Connecticut	$2.33M	+$2.56M	3	0.89%	New
1869	Douglass Winthrop Advisors New York	$2.33M	-$289K	2	0.04%	Reduced
1870	HH Hilltop Holdings Dallas, Texas	$2.33M	-$596K	4	0.18%	Reduced
1871	MCF Advisors Covington, Kentucky	$2.32M	+$1.66M	4	0.08%	Increased
1872	PGAM Princeton Global Asset Management Princeton, New Jersey	$2.32M	+$916K	5	0.33%	Increased
1873	KCP Kera Capital Partners San Jose, California	$2.3M	+$20.6K	4	0.22%	Increased
1874	Annex Advisory Services Brookfield, Wisconsin	$2.29M	-$10.6M	2	0.04%	Reduced
1875	Dymon Asia Capital (Singapore) Singapore	$2.29M	+$2.67M	1	0.1%	New