← 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	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$138K	-$142K	1	0.1%	Reduced
2277	HB Horizon Bancorp Michigan City, Indiana	$136K	+$136K	2	0.08%	New
2278	SN Sittner & Nelson Eugene, Oregon	$134K	-$11.7K	3	0.08%	Reduced
2279	BCM Blume Capital Management Berkeley, California	$133K	-$67.3K	3	0.04%	Reduced
2280	JCP Jennifer C. Price	$133K	-$163K	1	0.03%	Reduced
2281	CMF Counterpoint Mutual Funds San Diego, California	$132K	+$130K	1	0.14%	New
2282	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$130K	$0	1	0.08%	Maintained
2283	KFP KB Financial Partners Princeton, New Jersey	$130K	+$72.1K	1	0.04%	Increased
2284	VCP Verus Capital Partners Scottsdale, Arizona	$130K	-$37.6K	1	0.02%	Reduced
2285	ASBI American State Bank (Iowa) Sioux Center, Iowa	$128K	+$141K	1	0.1%	New
2286	PFC Phocas Financial Corp Alameda, California	$127K	+$140K	1	0.02%	New
2287	CBT CoreFirst Bank & Trust Topeka, Kansas	$127K	-$96.9K	1	0.1%	Reduced
2288	Capital Markets Trading (UK) London, United Kingdom	$126K	+$148K	1	0%	New
2289	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$126K	-$16.7K	4	0.03%	Reduced
2290	Cantor Fitzgerald New York	$125K	-$6.77K	1	0%	Reduced
2291	GIA GHP Investment Advisors Denver, Colorado	$124K	+$9.19K	3	0.01%	Increased
2292	CPG Cornerstone Planning Group Fairfield, New Jersey	$123K	+$120K	3	0.05%	New
2293	RBC Roble Belko & Company Sewickley, Pennsylvania	$119K	$0	3	0.03%	Maintained
2294	CCB Cutter & Co Brokerage Ballwin, Missouri	$118K	+$14.6K	1	0.04%	Increased
2295	UID Union Investments & Development Tel Aviv, Israel	$118K	$0	1	0.07%	Maintained
2296	SXL Summit X LLC Chesterfield, Missouri	$117K	+$98K	1	0.03%	New
2297	TF TimeScale Financial Danvers, Massachusetts	$117K	$0	3	0.03%	Maintained
2298	BONH Bank of New Hampshire Laconia, New Hampshire	$116K	-$25.5K	2	0.03%	Reduced
2299	CAC Core Alternative Capital Peachtree Corners, Georgia	$114K	-$128K	2	0.01%	Reduced
2300	EARNEST Partners Atlanta, Georgia	$114K	$0	4	0%	Maintained