← 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	MPCG Matrix Private Capital Group New York	$219K	+$7.67K	1	0.11%	Increased
2477	ORC O'Rourke & Company Boston, Massachusetts	$218K	$0	1	0.15%	Maintained
2478	Douglas Lane & Associates New York	$217K	-$9.47K	1	0%	Reduced
2479	Emerald Advisers Leola, Pennsylvania	$217K	-$30.8K	2	0.01%	Reduced
2480	JWM Janiczek Wealth Management Denver, Colorado	$217K	-$23.6K	2	0.06%	Reduced
2481	NPA Nichols & Pratt Advisers Boston, Massachusetts	$217K	-$214K	1	0.02%	Reduced
2482	RWIA Roger Wittlin Investment Advisory San Francisco, California	$217K	-$1.12M	1	0.2%	Reduced
2483	CC Cadinha & Co Honolulu, Hawaii	$216K	-$653K	1	0.03%	Reduced
2484	CWM Connecticut Wealth Management Farmington, Connecticut	$216K	-$86.7K	1	0.02%	Reduced
2485	GIA GHP Investment Advisors Denver, Colorado	$216K	+$218K	3	0.01%	New
2486	OIA Optimum Investment Advisors Chicago, Illinois	$216K	-$10.9K	4	0.09%	Reduced
2487	GCL Gouws Capital LLC Charlotte, North Carolina	$215K	$0	1	0.17%	Maintained
2488	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$215K	-$3.23K	1	0.07%	Reduced
2489	TWM Triton Wealth Management Sun City, Arizona	$215K	$0	1	0.11%	Maintained
2490	SI Sora Investors Bryn Mawr, Pennsylvania	$214K	+$217K	1	0.1%	New
2491	TIM Thompson Investment Management Madison, Wisconsin	$214K	$0	1	0.03%	Maintained
2492	ASP Adams Street Partners Chicago, Illinois	$213K	+$332K	1	0.04%	New
2493	BIA Bigelow Investment Advisors Portland, Maine	$213K	+$216K	1	0.1%	New
2494	AIA Arbor Investment Advisors Winston Salem, North Carolina	$212K	$0	1	0.04%	Maintained
2495	CFIA Cantor Fitzgerald Investment Advisors New York	$212K	$0	1	0.01%	Maintained
2496	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$212K	-$29.1K	1	0.03%	Reduced
2497	GA Greytown Advisors Miami, Florida	$212K	-$70.6K	1	0.1%	Reduced
2498	PIP Peachtree Investment Partners Indian River Shores,, Florida	$212K	-$1.51K	1	0.1%	Reduced
2499	SAM S.A. Mason Holland, Michigan	$212K	-$64K	1	0.13%	Reduced
2500	CCC Chelsea Counsel Company Los Angeles, California	$211K	$0	1	0.09%	Maintained