← 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
2276	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$408K	-$24.2K	1	0.21%	Reduced
2277	Klingman & Associates New York	$407K	+$2.25K	1	0.04%	Increased
2278	SFG Sovereign Financial Group Stamford, Connecticut	$406K	-$214K	1	0.16%	Reduced
2279	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$403K	+$11.8K	1	0.8%	Increased
2280	CWM Chesapeake Wealth Management Williamsburg, Virginia	$400K	-$40.7K	1	0.13%	Reduced
2281	CBT CoreFirst Bank & Trust Topeka, Kansas	$399K	$0	1	0.26%	Maintained
2282	DCM DG Capital Management New York	$398K	-$993	1	0.07%	Reduced
2283	RP Riverwater Partners Milwaukee, Wisconsin	$397K	+$376K	1	0.35%	New
2284	CCA Cobblestone Capital Advisors Rochester, New York	$396K	$0	1	0.03%	Maintained
2285	KW KWB Wealth Redlands, California	$396K	$0	1	0.07%	Maintained
2286	BAM Bellevue Asset Management Bellevue, Washington	$395K	$0	3	0.23%	Maintained
2287	QC Quent Capital New York	$394K	+$407K	3	0.08%	New
2288	First Citizens Bank & Trust Raleigh, North Carolina	$393K	+$1.12K	1	0.02%	Increased
2289	BFA Beacon Financial Advisory Cleveland, Ohio	$392K	+$42.1K	1	0.18%	Increased
2290	ARG Advisory Resource Group Tulsa, Oklahoma	$391K	-$254K	1	0.13%	Reduced
2291	Kayne Anderson Rudnick Investment Management Los Angeles, California	$391K	+$6.74K	2	0%	Increased
2292	PP Pegasus Partners Mequon, Wisconsin	$391K	+$69.4K	1	0.07%	Increased
2293	CA Crewe Advisors Salt Lake City, Utah	$390K	+$259K	2	0.08%	Increased
2294	WCM Weik Capital Management Wyomissing, Pennsylvania	$390K	+$52K	1	0.15%	Increased
2295	GAG GM Advisory Group Melville, New York	$389K	-$73.3K	2	0.03%	Reduced
2296	MCM Mengis Capital Management Portland, Oregon	$389K	$0	1	0.07%	Maintained
2297	SWMP Signature Wealth Management Partners Montvale, New Jersey	$389K	$0	1	0.33%	Maintained
2298	SFO Standard Family Office Sioux Falls, South Dakota	$388K	+$411K	3	3.44%	New
2299	RFA Reilly Financial Advisors La Mesa, California	$386K	+$51.1K	3	0.03%	Increased
2300	Busey Bank Urbana, Illinois	$384K	-$317K	1	0.01%	Reduced