← 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
2251	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$150K	+$3.81K	3	0.03%	Increased
2252	MWP Meridian Wealth Partners Exton, Pennsylvania	$149K	+$29.8K	3	0.04%	Increased
2253	PAMI Perseverance Asset Management International George Town, Cayman Islands	$148K	+$153K	1	0.04%	New
2254	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$147K	+$27.5K	3	0.08%	Increased
2255	Stephens Investment Management Group Houston, Texas	$144K	$0	1	0%	Maintained
2256	Farmers & Merchants Investments Inc Lincoln, Nebraska	$142K	-$67K	4	0.01%	Reduced
2257	PO Private Ocean San Rafael, California	$141K	+$73.7K	2	0.03%	Increased
2258	BWM Baystate Wealth Management Boston, Massachusetts	$140K	+$17K	1	0.01%	Increased
2259	TF TimeScale Financial Danvers, Massachusetts	$139K	+$19.3K	3	0.04%	Increased
2260	KAM Kirkoswald Asset Management New York	$137K	+$142K	1	2.36%	New
2261	EARNEST Partners Atlanta, Georgia	$136K	$0	3	0%	Maintained
2262	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$134K	+$15.6K	2	0.2%	Increased
2263	CA Crewe Advisors Salt Lake City, Utah	$133K	+$31.7K	2	0.03%	Increased
2264	FCB First Command Bank Fort Worth, Texas	$131K	+$83.2K	2	0.03%	Increased
2265	FCFS First Command Financial Services Fort Worth, Texas	$131K	+$83.2K	2	0.03%	Increased
2266	GC Globeflex Capital San Diego, California	$129K	$0	1	0.02%	Maintained
2267	VCM Versant Capital Management Phoenix, Arizona	$129K	+$5.51K	3	0.05%	Increased
2268	FC FORA Capital Miami, Florida	$128K	-$7.11M	1	0.04%	Reduced
2269	LJHT Laurie J. Hall Trustee	$128K	$0	2	0.05%	Maintained
2270	LWM Liberty Wealth Management Oakland, California	$124K	$0	2	0.06%	Maintained
2271	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$123K	-$110K	3	0.02%	Reduced
2272	MAM McCarthy Asset Management Redwood Shores, California	$122K	+$120K	2	0.1%	Increased
2273	TFA Toth Financial Advisory Leesburg, Virginia	$121K	-$780K	3	0.02%	Reduced
2274	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$119K	+$134K	3	0.09%	New
2275	SGA Siguler Guff Advisers New York	$118K	+$139K	1	0.04%	New