← 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
2226	NIM NuWave Investment Management Parsippany, New Jersey	$187K	-$804K	1	0.24%	Reduced
2227	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$186K	+$220K	1	0.01%	New
2228	VC Vestor Capital Chicago, Illinois	$181K	+$32.9K	2	0.02%	Increased
2229	ANBT American National Bank & Trust Wichita Falls, Texas	$180K	+$11.1K	2	0.04%	Increased
2230	JWBC John W. Brooker & Co Oakland, California	$177K	$0	2	0.11%	Maintained
2231	SLF Sun Life Financial Toronto, Ontario, Canada	$176K	+$4.25K	2	0.02%	Increased
2232	SIS Sound Income Strategies Ft Lauderdale, Florida	$175K	-$807	3	0.03%	Reduced
2233	JWM Janiczek Wealth Management Denver, Colorado	$172K	+$46.9K	2	0.07%	Increased
2234	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$171K	+$103K	1	0.09%	Increased
2235	CFO CVA Family Office Denver, Colorado	$168K	+$175K	3	0.06%	Increased
2236	T TOBAM Paris, France	$167K	+$47.6K	1	0.01%	Increased
2237	AWC Abundance Wealth Counselors State College, Pennsylvania	$166K	+$178K	3	0.04%	New
2238	SMG Spectrum Management Group Indianapolis, Indiana	$166K	$0	2	0.03%	Maintained
2239	SCA Stonebridge Capital Advisors St Paul, Minnesota	$166K	+$185K	2	0.02%	New
2240	TFM TFC Financial Management Boston, Massachusetts	$166K	$0	2	0.07%	Maintained
2241	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$165K	+$54.1K	2	0.05%	Increased
2242	LWA Lenox Wealth Advisors New York	$164K	-$5.76K	3	0.02%	Reduced
2243	MCM Manchester Capital Management Manchester, Vermont	$164K	-$26.3K	2	0.02%	Reduced
2244	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$164K	+$16.9K	1	0.28%	Increased
2245	FIA FNY Investment Advisers New York	$163K	-$2.1M	1	0.06%	Reduced
2246	HR Howe & Rusling Rochester, New York	$160K	-$4.99K	2	0.02%	Reduced
2247	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$159K	$0	1	0.11%	Maintained
2248	ACA Atlas Capital Advisors Jackson, Wyoming	$158K	+$1.13K	2	0.03%	Increased
2249	CA Centerpoint Advisors Needham, Massachusetts	$156K	+$57.7K	2	0.09%	Increased
2250	QVR San Francisco, California	$151K	+$159K	2	0.01%	New