← 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
2351	VCM Versant Capital Management Phoenix, Arizona	$155K	+$6.38K	3	0.06%	Increased
2352	EARNEST Partners Atlanta, Georgia	$153K	$0	3	0%	Maintained
2353	T TOBAM Paris, France	$153K	-$36.9K	1	0.01%	Reduced
2354	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$152K	$0	2	0.18%	Maintained
2355	CA Centerpoint Advisors Needham, Massachusetts	$151K	-$21.3K	2	0.07%	Reduced
2356	FCB First Command Bank Fort Worth, Texas	$149K	$0	2	0.02%	Maintained
2357	FCFS First Command Financial Services Fort Worth, Texas	$149K	$0	2	0.02%	Maintained
2358	MAM McCarthy Asset Management Redwood Shores, California	$149K	+$9.3K	2	0.11%	Increased
2359	CA Crewe Advisors Salt Lake City, Utah	$148K	-$3.98K	2	0.04%	Reduced
2360	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$147K	-$21.9K	4	0.02%	Reduced
2361	LJHT Laurie J. Hall Trustee	$145K	$0	2	0.05%	Maintained
2362	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$144K	+$3.92K	4	0.02%	Increased
2363	GC Globeflex Capital San Diego, California	$137K	$0	1	0.02%	Maintained
2364	PWM Prentice Wealth Management Rochester, New York	$137K	+$80.7K	1	0.07%	Increased
2365	Kayne Anderson Rudnick Investment Management Los Angeles, California	$133K	$0	1	0%	Maintained
2366	LFM Lumina Fund Management New York	$132K	$0	1	0.06%	Maintained
2367	TFA Toth Financial Advisory Leesburg, Virginia	$132K	-$2.53K	3	0.02%	Reduced
2368	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$131K	+$124K	1	0.05%	New
2369	BCP Blue Chip Partners Farmington Hills, Michigan	$129K	$0	1	0.02%	Maintained
2370	WPA West Paces Advisors Atlanta, Georgia	$128K	+$7.13K	3	0.05%	Increased
2371	JAM JCIC Asset Management Toronto, Ontario, Canada	$127K	$0	2	0.03%	Maintained
2372	GAM GVO Asset Management Zug, Switzerland	$123K	$0	1	0.1%	Maintained
2373	HRC Hoertkorn Richard Charles	$122K	$0	1	0.05%	Maintained
2374	DAM Delta Asset Management Memphis, Tennessee	$119K	+$11.5K	3	0.01%	Increased
2375	BWM BerganKDV Wealth Management Bloomington, Minnesota	$118K	+$23.7K	4	0.01%	Increased