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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
1951	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$362K	+$395K	1	0.17%	New
1952	RMC Regis Management Company Menlo Park, California	$358K	$0	1	0.07%	Maintained
1953	SCA Summit Creek Advisors Minneapolis, Minnesota	$357K	-$1.04M	1	0.05%	Reduced
1954	CCM Community Capital Management Plantation, Florida	$356K	-$97.3K	1	0.43%	Reduced
1955	JCM JS Capital Management New York	$356K	+$389K	1	0.02%	New
1956	TC Truvestments Capital Sarasota, Florida	$353K	+$43.6K	2	0.24%	Increased
1957	HFP Holistic Financial Partners Indianapolis, Indiana	$352K	-$261K	1	0.24%	Reduced
1958	Plancorp LLC Saint Louis, Missouri	$352K	+$190K	1	0.09%	Increased
1959	Trexquant Investment Stamford, Connecticut	$352K	-$3.71M	1	0.04%	Reduced
1960	NorthRock Partners Minneapolis, Minnesota	$351K	+$19.7K	1	0.03%	Increased
1961	CBT CoreFirst Bank & Trust Topeka, Kansas	$349K	+$382K	1	0.26%	New
1962	LA LexAurum Advisors Overland Park, Kansas	$345K	+$21.2K	1	0.12%	Increased
1963	VC Vicus Capital State College, Pennsylvania	$345K	+$37.5K	1	0.04%	Increased
1964	PIA Pinion Investment Advisors Wichita, Kansas	$344K	+$376K	1	0.36%	New
1965	RT Rockland Trust Hanover, Massachusetts	$344K	-$15.3K	1	0.03%	Reduced
1966	WWP Waypoint Wealth Partners Mill Valley, California	$344K	+$376K	1	0.27%	New
1967	SC Shay Capital New York	$342K	+$301K	2	0.07%	New
1968	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$341K	+$259K	1	0.17%	New
1969	Simon Quick Advisors Morristown, New Jersey	$341K	-$78K	2	0.1%	Reduced
1970	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$340K	-$972K	1	0.29%	Reduced
1971	FPFS First Personal Financial Services Charlotte, North Carolina	$340K	-$11.3K	2	0.1%	Reduced
1972	IEFM IQ EQ Fund Management Dublin 2, Ireland	$336K	$0	1	0.08%	Maintained
1973	KCPG Kavar Capital Partners Group Leawood, Kansas	$334K	$0	1	0.1%	Maintained
1974	NME Notis-McConarty Edward	$334K	$0	1	0.14%	Maintained
1975	VWA Visionary Wealth Advisors O'fallon, Illinois	$334K	+$105K	1	0.04%	Increased