← 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
2326	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$301K	-$1K	2	0.36%	Reduced
2327	LGA Lebenthal Global Advisors Hauppauge, New York	$300K	-$487K	1	0.13%	Reduced
2328	MSA Marino Stram & Associates Braintree, Massachusetts	$300K	$0	1	0.09%	Maintained
2329	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$299K	-$1.41K	3	0.07%	Reduced
2330	SG Somerset Group Wayzata, Minnesota	$299K	+$10.8K	1	0.21%	Increased
2331	WMA West Michigan Advisors Holland, Michigan	$299K	-$7.96K	1	0.2%	Reduced
2332	ZWJ Investment Counsel Atlanta, Georgia	$297K	$0	1	0.02%	Maintained
2333	BFA Beacon Financial Advisory Cleveland, Ohio	$296K	-$31.9K	1	0.14%	Reduced
2334	LF Lantz Financial Naperville, Illinois	$295K	-$219K	1	0.12%	Reduced
2335	PHIC Pine Haven Investment Counsel Fairhaven, Massachusetts	$295K	+$74.2K	1	0.29%	Increased
2336	Arax Advisory Partners Denver, Colorado	$294K	-$12.7K	5	0.04%	Reduced
2337	GAM Griffin Asset Management New York	$293K	-$296K	1	0.04%	Reduced
2338	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$292K	-$23.9K	1	0.14%	Reduced
2339	WF Wayfinding Financial Lynnwood, Washington	$292K	+$17K	1	0.24%	Increased
2340	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$291K	-$241K	1	0.04%	Reduced
2341	HCM HMS Capital Management Nashville, Tennessee	$291K	-$240K	1	0.12%	Reduced
2342	WBCM Wilson & Boucher Capital Management Moraga, California	$291K	+$30.8K	1	0.26%	Increased
2343	CoreCap Advisors Southfield, Michigan	$288K	-$976K	1	0.02%	Reduced
2344	WA Waddell & Associates Memphis, Tennessee	$288K	-$4.3K	1	0.05%	Reduced
2345	AT Arvest Trust Bartlesville, Oklahoma	$287K	-$23K	1	0.02%	Reduced
2346	BCP Berkeley Capital Partners Milton, Georgia	$287K	+$35.9K	1	0.11%	Increased
2347	SAS Stelac Advisory Services New York	$287K	-$510K	1	0.1%	Reduced
2348	DL DOHJ LLC Seattle, Washington	$286K	-$540K	1	0.14%	Reduced
2349	GCP Gill Capital Partners Denver, Colorado	$286K	+$290K	1	0.13%	New
2350	SAM Seelaus Asset Management Chatham, New Jersey	$286K	+$79.4K	1	0.17%	Increased