← 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
2476	JSAM J. Safra Asset Management New York	$1.07M	-$102K	3	0.05%	Reduced
2477	DBG De Burlo Group Boston, Massachusetts	$1.07M	-$110K	1	0.2%	Reduced
2478	OC Optima Capital Beaverton, Oregon	$1.07M	+$4.37K	1	0.42%	Increased
2479	JRPIM Journey Retirement Planning & Investment Management Ammon, Idaho	$1.07M	-$19.7K	2	0.83%	Reduced
2480	AWA AGH Wealth Advisors Wichita, Kansas	$1.07M	+$59.9K	2	0.67%	Increased
2481	CWG Crown Wealth Group Charlotte, North Carolina	$1.07M	-$218K	2	0.27%	Reduced
2482	DAS Daybright Advisory Services Miami, Florida	$1.06M	-$29.3K	1	0.25%	Reduced
2483	PPC Pennington Partners & Co Bethesda, Maryland	$1.06M	$0	1	0.34%	Maintained
2484	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$1.06M	-$397K	3	0.2%	Reduced
2485	RI Ridgewood Investments Springfield, New Jersey	$1.06M	+$441K	1	0.4%	Increased
2486	MCP Miller Capital Partners Troy, Michigan	$1.06M	+$112K	2	0.41%	Increased
2487	CT Colonial Trust Spartanburg, South Carolina	$1.06M	+$125K	3	0.13%	Increased
2488	RTC Real Talk Capital Franklin, Tennessee	$1.05M	+$145K	2	0.78%	Increased
2489	PWM Pines Wealth Management Southern Pines, North Carolina	$1.05M	+$68K	2	0.3%	Increased
2490	MCM M1 Capital Management Bloomfield Hills, Michigan	$1.05M	+$72.7K	1	0.39%	Increased
2491	FI FinArc Investments Norwood, Massachusetts	$1.05M	+$446K	1	0.95%	Increased
2492	Bowen Hanes & Co Ponte Vedra Beach, Florida	$1.05M	$0	1	0.03%	Maintained
2493	TAFW Tred Avon Family Wealth Easton, Maryland	$1.04M	-$26.1K	2	0.32%	Reduced
2494	QCM Qsemble Capital Management New York	$1.04M	-$9.16M	2	0.13%	Reduced
2495	EPA Element Pointe Advisors Miami, Florida	$1.04M	+$754K	2	0.17%	Increased
2496	CF Cyr Financial Hennepin, Illinois	$1.04M	+$168K	1	0.54%	Increased
2497	AWM Avondale Wealth Management West Lake Hills, Texas	$1.04M	+$83.6K	1	0.42%	Increased
2498	AA Argent Advisors Monroe, Louisiana	$1.04M	-$291K	1	0.26%	Reduced
2499	ONSWM Old North State Wealth Management Wilmington, North Carolina	$1.04M	+$297K	2	0.44%	Increased
2500	BB Burford Brothers Dallas, Texas	$1.03M	+$16.9K	2	0.38%	Increased