← 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	ER Enlightenment Research Miami, Florida	$254K	-$4.03M	1	0.36%	Reduced
2477	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$254K	+$27.8K	1	0.23%	Increased
2478	CCC Chelsea Counsel Company Los Angeles, California	$253K	$0	1	0.11%	Maintained
2479	NSIM North Star Investment Management Chicago, Illinois	$253K	-$191K	2	0.02%	Reduced
2480	BRA Bender Robert & Associates Pasadena, California	$252K	$0	1	0.07%	Maintained
2481	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$252K	+$49.2K	1	0.11%	Increased
2482	Beck Mack & Oliver New York	$251K	-$107K	1	0.01%	Reduced
2483	GCL Gouws Capital LLC Charlotte, North Carolina	$251K	+$253K	1	0.2%	New
2484	FP Foundry Partners Minneapolis, Minnesota	$250K	$0	1	0.01%	Maintained
2485	LC Littlejohn & Co Greenwich, Connecticut	$250K	$0	1	0.07%	Maintained
2486	AAMC Asset Allocation & Management Company Chicago, Illinois	$248K	+$274K	1	0.08%	New
2487	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$248K	+$274K	1	0.04%	New
2488	River Road Asset Management Louisville, Kentucky	$248K	-$127K	1	0%	Reduced
2489	RWM RBA Wealth Management Newport Beach, California	$247K	+$273K	1	0.12%	New
2490	CSB City State Bank Norwalk, Iowa	$246K	+$280K	2	0.15%	New
2491	GC Gruss & Co West Palm Beach, Florida	$245K	$0	1	0.66%	Maintained
2492	FFA Fi3 Financial Advisors Indianapolis, Indiana	$244K	+$270K	1	0.16%	New
2493	PW Peninsula Wealth San Francisco, California	$244K	+$269K	1	0.07%	New
2494	ATC Adirondack Trust Company Saratoga Springs, New York	$243K	+$5.62K	1	0.12%	Increased
2495	PAM Premier Asset Management Chicago, Illinois	$243K	-$40.7K	1	0.04%	Reduced
2496	BFG Berger Financial Group Plymouth, Minnesota	$241K	+$267K	1	0.03%	New
2497	PAG Powers Advisory Group Highland, Illinois	$241K	+$266K	1	0.17%	New
2498	SP Successful Portfolios Clearwater, Florida	$240K	+$266K	1	0.13%	New
2499	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$238K	+$263K	1	0.05%	New
2500	AWM Accurate Wealth Management Wesley Chapel, Florida	$237K	+$16.9K	1	0.19%	Increased