← 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
2151	DFA Delta Financial Advisors New Orleans, Louisiana	$413K	+$12.4K	1	0.18%	Increased
2152	SFP Sandbox Financial Partners Bethesda, Maryland	$412K	-$27.2K	1	0.29%	Reduced
2153	TCM Tuttle Capital Management Riverside, Connecticut	$409K	-$818K	2	0.47%	Reduced
2154	NME Notis-McConarty Edward	$407K	$0	1	0.15%	Maintained
2155	MPCG Matrix Private Capital Group New York	$405K	-$168K	1	0.21%	Reduced
2156	AWM AllSquare Wealth Management Albany, New York	$400K	+$76.5K	2	0.24%	Increased
2157	GD Grandfield & Dodd New York	$400K	+$43.2K	1	0.03%	Increased
2158	DCM DG Capital Management New York	$399K	$0	1	0.08%	Maintained
2159	SCP Sandhill Capital Partners Buffalo, New York	$399K	$0	1	0.03%	Maintained
2160	VI Versor Investments New York	$399K	-$756K	1	0.01%	Reduced
2161	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$397K	+$371K	1	0.15%	New
2162	FP Fiduciary Planning Englewood, Florida	$394K	-$175K	1	0.21%	Reduced
2163	QCIG Quad-Cities Investment Group Davenport, Iowa	$394K	$0	1	0.28%	Maintained
2164	Boston Trust Walden Boston, Massachusetts	$390K	$0	1	0%	Maintained
2165	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$390K	-$2.29K	1	0.28%	Reduced
2166	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$388K	+$27.7K	1	0.02%	Increased
2167	BOS Bingham Osborn & Scarborough San Francisco, California	$388K	+$24.1K	1	0.03%	Increased
2168	Choreo LLC Rockford, Illinois	$388K	-$44.7K	1	0.02%	Reduced
2169	CT Coastline Trust Providence, Rhode Island	$385K	$0	1	0.05%	Maintained
2170	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$385K	+$9.14K	1	0.04%	Increased
2171	CTA Colonial Trust Advisors Spartanburg, South Carolina	$384K	-$21.2K	1	0.05%	Reduced
2172	MSA Marino Stram & Associates Braintree, Massachusetts	$383K	-$9.25M	1	0.13%	Reduced
2173	Jacobs Levy Equity Management Florham Park, New Jersey	$382K	$0	1	0%	Maintained
2174	AOG Alpha Omega Group Reston, Virginia	$380K	$0	1	0.41%	Maintained
2175	IEFM IQ EQ Fund Management Dublin 2, Ireland	$380K	$0	1	0.06%	Maintained