← 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
2101	NSIM North Star Investment Management Chicago, Illinois	$464K	+$1.27K	2	0.04%	Increased
2102	ODG O'Dell Group Cincinnati, Ohio	$464K	-$18.3K	1	0.15%	Reduced
2103	PA PFG Advisors Phoenix, Arizona	$464K	+$175K	2	0.05%	Increased
2104	WIC Whitegate Investment Counselors Concord, New Hampshire	$464K	+$199K	1	0.07%	Increased
2105	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$460K	$0	1	0.17%	Maintained
2106	PNAA Pictet North America Advisors Geneva 73, Switzerland	$460K	$0	2	0.05%	Maintained
2107	RMC Regis Management Company Menlo Park, California	$460K	$0	1	0.08%	Maintained
2108	VC Veery Capital Wilmington, Delaware	$460K	+$92.9K	1	0.26%	Increased
2109	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$459K	-$6.86K	1	0.25%	Reduced
2110	Kayne Anderson Rudnick Investment Management Los Angeles, California	$457K	+$308K	2	0%	Increased
2111	HR Hayden Royal Charlotte, North Carolina	$455K	-$435K	1	0.74%	Reduced
2112	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$455K	+$426K	1	0.31%	New
2113	BMCM Burns Matteson Capital Management Corning, New York	$454K	+$205K	2	0.34%	Increased
2114	BWM Bulltick Wealth Management Miami, Florida	$452K	-$66K	1	0.1%	Reduced
2115	OWM OneAscent Wealth Management Birmingham, Alabama	$452K	+$440K	1	0.52%	New
2116	IFG Advisory Atlanta, Georgia	$450K	-$3.86K	2	0.05%	Reduced
2117	SAM SignalPoint Asset Management Springfield, Missouri	$450K	+$207K	2	0.14%	Increased
2118	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$449K	$0	1	0.89%	Maintained
2119	FP Financial Perspectives Minneapolis, Minnesota	$448K	+$17.8K	4	0.23%	Increased
2120	BCP Blue Chip Partners Farmington Hills, Michigan	$448K	+$295K	2	0.06%	Increased
2121	RT Rockland Trust Hanover, Massachusetts	$448K	+$5.08K	1	0.03%	Increased
2122	EFG Everhart Financial Group Dublin, Ohio	$444K	+$62.2K	1	0.3%	Increased
2123	CWM Connecticut Wealth Management Farmington, Connecticut	$443K	+$64.8K	1	0.04%	Increased
2124	LOIM Liberty One Investment Management Libertyville, Illinois	$443K	-$19.9K	2	0.08%	Reduced
2125	CWP Curated Wealth Partners El Segundo, California	$442K	+$254	1	0.25%	Increased