← 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
2201	AG AlphaSimPlex Group Boston, Massachusetts	$355K	-$510K	1	0.29%	Reduced
2202	TF Tompkins Financial Ithaca, New York	$354K	+$332K	2	0.06%	New
2203	JWM Jeppson Wealth Management Manhattan Beach, California	$353K	$0	1	0.18%	Maintained
2204	FOA Five Oceans Advisors Santa Monica, California	$352K	+$329K	1	0.41%	New
2205	PP Pegasus Partners Mequon, Wisconsin	$350K	-$14K	1	0.06%	Reduced
2206	WDL Well Done LLC Holland, Michigan	$349K	+$74.7K	1	0.08%	Increased
2207	GPWA Great Point Wealth Advisors Boston, Massachusetts	$344K	+$1.19K	1	0.12%	Increased
2208	FRA Front Row Advisors Tiburon, California	$343K	$0	2	0.14%	Maintained
2209	FAN Financial Advisors Network Tustin, California	$342K	+$26.7K	1	0.08%	Increased
2210	River Road Asset Management Louisville, Kentucky	$342K	+$358K	1	0%	New
2211	PCM Poehling Capital Management Madison, Wisconsin	$340K	+$22.9K	1	0.11%	Increased
2212	Quantinno Capital Management New York	$340K	+$16.3K	1	0.38%	Increased
2213	ACM Avalon Capital Management Port Of Redwood City, California	$339K	+$317K	1	0.19%	New
2214	DRW Securities Chicago, Illinois	$339K	-$1.58M	1	0.01%	Reduced
2215	TCM Tufton Capital Management Hunt Valley, Maryland	$339K	+$31.7K	1	0.06%	Increased
2216	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$338K	+$317K	1	0.22%	New
2217	ACP Aveo Capital Partners Englewood, Colorado	$336K	+$94.5K	1	0.07%	Increased
2218	PCA Peddock Capital Advisors Braintree, Massachusetts	$333K	$0	1	0.12%	Maintained
2219	SCM Soros Capital Management New York	$333K	+$383K	1	0.06%	New
2220	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$331K	+$203K	2	0.08%	Increased
2221	KA Kercheville Advisors San Antonio, Texas	$331K	+$310K	1	0.16%	New
2222	NGA Naples Global Advisors Naples, Florida	$331K	+$1.52K	1	0.04%	Increased
2223	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$331K	+$310K	1	0.25%	New
2224	RCA Ranch Capital Advisors Sarasota, Florida	$330K	+$79.9K	2	0.21%	Increased
2225	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$329K	+$158K	1	0.04%	Increased