← 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
1976	LOIM Liberty One Investment Management Libertyville, Illinois	$1.98M	+$714K	3	0.2%	Increased
1977	CWI Conscious Wealth Investments Coral Gables, Florida	$1.97M	-$1.91M	1	1.01%	Reduced
1978	QWM Quadcap Wealth Management Frisco, Texas	$1.96M	+$107K	3	0.19%	Increased
1979	PNAA Pictet North America Advisors Geneva 73, Switzerland	$1.96M	+$1.07M	1	0.17%	Increased
1980	EFMH E Fund Management (HK) Central, Hong Kong	$1.96M	+$580K	3	0.65%	Increased
1981	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.96M	-$30.8K	4	0.22%	Reduced
1982	MMG Monetary Management Group St Louis, Missouri	$1.96M	+$405K	3	0.4%	Increased
1983	Dynasty Wealth Management St. Petersburg, Florida	$1.96M	-$1.22M	2	0.01%	Reduced
1984	GC Garde Capital Seattle, Washington	$1.95M	-$461K	2	0.09%	Reduced
1985	SAM Sagewood Asset Management New York	$1.95M	+$366K	4	0.44%	Increased
1986	DCM Dudley Capital Management Middleburg, Virginia	$1.95M	+$386K	3	0.78%	Increased
1987	AB Atlas Brown Louisville, Kentucky	$1.95M	+$156K	2	0.52%	Increased
1988	IPWA International Private Wealth Advisors San Diego, California	$1.95M	+$179K	1	1%	Increased
1989	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$1.94M	+$2.02M	4	0.87%	Increased
1990	PWM Pinnacle Wealth Management Roseville, California	$1.94M	-$37.5K	1	1.2%	Reduced
1991	MPW MA Private Wealth San Carlos, California	$1.94M	-$591K	1	0.29%	Reduced
1992	MCI MRP Capital Investments Alpharetta, Georgia	$1.94M	+$1.8K	4	1.43%	Increased
1993	SFS Stiles Financial Services Edina, Minnesota	$1.93M	+$262K	3	0.49%	Increased
1994	RB Renasant Bank Tupelo, Mississippi	$1.93M	+$754K	2	1.24%	Increased
1995	OP Oslo Pensjonsforsikring Oslo,	$1.93M	+$899K	3	0.22%	Increased
1996	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$1.93M	-$74K	3	0.36%	Reduced
1997	Choate Investment Advisors Boston, Massachusetts	$1.93M	-$31.3K	3	0.03%	Reduced
1998	BIG Brookwood Investment Group Phoenix, Arizona	$1.92M	-$271K	3	0.22%	Reduced
1999	FAB First American Bank Dundee, Illinois	$1.92M	-$1.98M	1	0.11%	Reduced
2000	DO denkapparat Operations Berlin, Germany	$1.92M	+$970K	3	0.63%	Increased