← 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	Driehaus Capital Management Chicago, Illinois	$332K	-$1.79M	1	0.01%	Reduced
1977	PFA Pathway Financial Advisors South Burlington, Vermont	$332K	$0	1	0.14%	Maintained
1978	CL CSS LLC Chicago, Illinois	$330K	-$201K	1	0.01%	Reduced
1979	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$330K	$0	1	0.72%	Maintained
1980	Robertson Stephens Wealth Management San Francisco, California	$330K	-$771K	1	0.07%	Reduced
1981	SAM Seelaus Asset Management Chatham, New Jersey	$328K	+$7.75K	1	0.24%	Increased
1982	WRM Weybosset Research & Management Province, Rhode Island	$328K	-$24.3K	1	0.15%	Reduced
1983	Avidian Wealth Enterprises Houston, Texas	$326K	+$158K	1	0.03%	Increased
1984	RF RHS Financial San Francisco, California	$323K	-$128K	1	0.28%	Reduced
1985	SAM Strategy Asset Managers Pasadena, California	$323K	+$72.7K	1	0.08%	Increased
1986	PEA Pacific Edge Advisors Corona Del Mar, California	$322K	$0	1	0.17%	Maintained
1987	KAM Knightsbridge Asset Management Newport Beach, California	$321K	$0	1	0.16%	Maintained
1988	TFCP Twin Focus Capital Partners Boston, Massachusetts	$321K	+$351K	1	0.1%	New
1989	BW Bison Wealth Atlanta, Georgia	$320K	+$135K	1	0.15%	Increased
1990	Boston Trust Walden Boston, Massachusetts	$320K	+$24.3K	1	0%	Increased
1991	PFG PAX Financial Group San Antonio, Texas	$319K	-$72K	1	0.1%	Reduced
1992	CA Capital Advantage Walnut Creek, California	$317K	$0	1	0.09%	Maintained
1993	CWA Clarus Wealth Advisors Peoria, Arizona	$317K	-$47.4K	1	0.21%	Reduced
1994	JF JSF Financial Los Angeles, California	$317K	+$7.3K	1	0.22%	Increased
1995	NICM Neo Ivy Capital Management New York	$317K	+$146K	2	0.35%	Increased
1996	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$316K	+$346K	1	0.36%	New
1997	Choreo LLC Rockford, Illinois	$314K	+$343K	1	0.02%	New
1998	HBT Heartland Bank & Trust Bloomington, Illinois	$314K	+$297K	1	0.28%	New
1999	LA LVW Advisors Pittsford, New York	$314K	-$7.3K	1	0.06%	Reduced
2000	JFA JNBA Financial Advisors Bloomington, Minnesota	$312K	$0	1	0.05%	Maintained