← 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
2001	VC Veery Capital Wilmington, Delaware	$309K	+$337K	1	0.21%	New
2002	LWPC Legacy Wealth Partners (California) Calabasas, California	$307K	$0	1	0.19%	Maintained
2003	PWAG Polaris Wealth Advisory Group San Rafael, California	$307K	-$364K	1	0.02%	Reduced
2004	FRM Fox Run Management Greenwich, Connecticut	$306K	-$20.5K	1	0.62%	Reduced
2005	FFG Frisch Financial Group Melville, New York	$306K	+$30.4K	1	0.11%	Increased
2006	CAM Crestone Asset Management Boulder, Colorado	$304K	+$333K	1	0.08%	New
2007	SG Somerset Group Wayzata, Minnesota	$303K	$0	1	0.24%	Maintained
2008	PMFA Plante Moran Financial Advisors Southfield, Michigan	$302K	+$72.5K	3	0.09%	Increased
2009	FP Financial Perspectives Minneapolis, Minnesota	$301K	+$32.5K	2	0.17%	Increased
2010	BFA Beacon Financial Advisory Cleveland, Ohio	$300K	-$30.2K	1	0.2%	Reduced
2011	World Investment Advisors Santa Barbara, California	$300K	-$24.6K	1	0.08%	Reduced
2012	GPWA Great Point Wealth Advisors Boston, Massachusetts	$298K	$0	1	0.13%	Maintained
2013	PCM Primavera Capital Management George Town, Cayman Islands	$298K	-$39.1M	1	0.03%	Reduced
2014	LNB Ledyard National Bank	$297K	+$13.9K	1	0.03%	Increased
2015	Busey Bank Urbana, Illinois	$296K	+$21.2K	1	0.02%	Increased
2016	MIA MainStreet Investment Advisors Chicago, Illinois	$296K	+$13.9K	1	0.02%	Increased
2017	RIS Retirement Income Solutions Ann Arbor, Michigan	$296K	$0	1	0.11%	Maintained
2018	CCM Consolidated Capital Management Burbank, California	$293K	-$25.8K	1	0.19%	Reduced
2019	FCA FinTrust Capital Advisors Greenville, South Carolina	$293K	-$406K	3	0.09%	Reduced
2020	HRT Financial New York	$293K	-$6.68M	1	0.01%	Reduced
2021	PCM Poehling Capital Management Madison, Wisconsin	$292K	+$90K	1	0.12%	Increased
2022	CFO Collective Family Office York, Pennsylvania	$291K	+$318K	1	0.16%	New
2023	FC Forte Capital Rochester, New York	$291K	+$3.4K	1	0.04%	Increased
2024	MCG MACRO Consulting Group Parsippany, New Jersey	$291K	+$1.95K	1	0.17%	Increased
2025	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$291K	+$311K	3	0.25%	New