← 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
2126	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$1.67M	+$1.66M	3	0.14%	Increased
2127	Nippon Life Global Investors Americas New York	$1.67M	+$70.3K	1	0.07%	Increased
2128	KNW Kesler Norman & Wride Ogden, Utah	$1.66M	-$2.95M	2	0.26%	Reduced
2129	LFS Legacy Financial Strategies Overland Park, Kansas	$1.66M	+$138K	1	0.26%	Increased
2130	Facet Wealth Inc Baltimore, Maryland	$1.66M	+$150K	3	0.02%	Increased
2131	VCM Virtue Capital Management Brentwood, Tennessee	$1.66M	+$115K	2	0.22%	Increased
2132	Sarasin & Partners London, United Kingdom	$1.66M	-$11.4M	1	0.02%	Reduced
2133	SI Sora Investors Bryn Mawr, Pennsylvania	$1.65M	+$1.65M	1	0.13%	New
2134	RIM Redwood Investment Management Scottsdale, Arizona	$1.65M	+$229K	2	0.16%	Increased
2135	CFFP Center for Financial Planning Southfied, Michigan	$1.64M	+$23.7K	3	0.15%	Increased
2136	Birch Hill Investment Advisors Boston, Massachusetts	$1.64M	+$187K	3	0.07%	Increased
2137	MCM Massar Capital Management Stamford, Connecticut	$1.64M	+$653K	1	0.16%	Increased
2138	SC Sierra Capital Miami, Florida	$1.64M	+$260K	2	0.16%	Increased
2139	FWA FOCUS Wealth Advisors Houston, Texas	$1.64M	-$1.57M	1	0.76%	Reduced
2140	MF Manchester Financial Westlake Village, California	$1.63M	-$626K	1	0.29%	Reduced
2141	BHC Bull Harbor Capital Bethesda, Maryland	$1.63M	-$2.65M	2	0.32%	Reduced
2142	SOAMC Spirit of America Management Corp Syosset, New York	$1.63M	+$223K	2	0.31%	Increased
2143	HVP Hudson Value Partners Palm Beach, Florida	$1.63M	$0	1	0.41%	Maintained
2144	LWP LFG Wealth Partners Elizabethtown, Kentucky	$1.63M	+$1.83M	1	0.76%	New
2145	BAM Boyar Asset Management New York	$1.63M	+$475K	1	0.93%	Increased
2146	MWM Meadowbrook Wealth Management Garden City, New York	$1.62M	+$1.36M	2	1.74%	Increased
2147	ECA Elevate Capital Advisors Eagle, Colorado	$1.62M	+$1.61M	1	0.89%	New
2148	DAC Dutch Asset Corp Selkirk, New York	$1.61M	+$1.61M	1	0.8%	New
2149	HIA Harbor Investment Advisory Lutherville, Maryland	$1.61M	+$106K	4	0.11%	Increased
2150	CH Cromwell Holdings Jackson, Wyoming	$1.61M	+$39.6K	5	0.72%	Increased