← 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
2451	SCM Schnieders Capital Management Pasadena, California	$1.1M	+$355K	1	0.14%	Increased
2452	Westwood Holdings Group Dallas, Texas	$1.09M	-$1.34M	1	0.01%	Reduced
2453	JEST JTC Employer Solutions Trustee St Helier, Jersey	$1.09M	+$83.7K	3	0.09%	Increased
2454	IF Intrua Financial Houston, Texas	$1.09M	-$59.6K	1	0.1%	Reduced
2455	OWCM One Wealth Capital Management Scottsdale, Arizona	$1.09M	+$658K	1	0.31%	Increased
2456	OCM Osterweis Capital Management San Francisco, California	$1.09M	-$123K	2	0.05%	Reduced
2457	IRC Investors Research Corp Atlanta, Georgia	$1.09M	+$659K	4	0.19%	Increased
2458	WFA Wellspring Financial Advisors Cleveland, Ohio	$1.09M	-$742K	3	0.07%	Reduced
2459	Royce & Associates New York	$1.09M	$0	1	0.01%	Maintained
2460	HWA HCR Wealth Advisors Los Angeles, California	$1.08M	-$36.6K	2	0.1%	Reduced
2461	YP YANKCOM Partnership Yankton, South Dakota	$1.08M	+$327K	3	0.39%	Increased
2462	PI Pachira Investments Dana Point, California	$1.08M	+$217K	1	0.41%	Increased
2463	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$1.08M	+$366K	2	0.22%	Increased
2464	CFS Commonwealth Financial Services Vienna, West Virginia	$1.08M	+$321K	2	0.15%	Increased
2465	JWM JPL Wealth Management Highlands Ranch, Colorado	$1.08M	+$17.4K	4	0.21%	Increased
2466	PMG ProVise Management Group Clearwater, Florida	$1.08M	-$218K	2	0.07%	Reduced
2467	PMA Prudent Man Advisors Naperville, Illinois	$1.08M	+$101K	1	0.25%	Increased
2468	RWS Resolute Wealth Strategies Jackson, Mississippi	$1.08M	-$93.7K	1	0.42%	Reduced
2469	MA MJP Associates Farmington, Connecticut	$1.08M	-$132K	3	0.12%	Reduced
2470	CNWM Clay Northam Wealth Management Huntington Beach, California	$1.08M	+$24.3K	1	0.53%	Increased
2471	CIAM Caitong International Asset Management Hong Kong	$1.08M	-$13.3M	4	0.15%	Reduced
2472	SSCM Sovereign's Capital Management Atlanta, Georgia	$1.07M	-$15.2K	1	0.72%	Reduced
2473	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$1.07M	-$5.59K	1	0.08%	Reduced
2474	OW Olistico Wealth Tulsa, Oklahoma	$1.07M	+$2.31K	3	0.46%	Increased
2475	LHP Lexington Hill Partners Dallas, Texas	$1.07M	-$1.36K	1	0.52%	Reduced