← 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	Simplify Asset Management Las Vegas, Nevada	$150K	+$139K	1	0.02%	New
2477	GIA GHP Investment Advisors Denver, Colorado	$149K	-$9.29K	3	0.01%	Reduced
2478	LJHT Laurie J. Hall Trustee	$146K	+$30.4K	2	0.06%	Increased
2479	RBC Roble Belko & Company Sewickley, Pennsylvania	$144K	$0	3	0.03%	Maintained
2480	SFS Starfox Financial Services The Woodlands, Texas	$144K	+$131K	1	0.15%	New
2481	SPWM Straight Path Wealth Management Jenison, Michigan	$144K	$0	1	0.11%	Maintained
2482	VCM Versant Capital Management Phoenix, Arizona	$143K	+$4.55K	4	0.05%	Increased
2483	BIA Bell Investment Advisors Oakland, California	$141K	+$20.5K	5	0.03%	Increased
2484	Hershey Trust Company Hershey, Pennsylvania	$141K	+$121K	1	0%	New
2485	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$140K	+$11.7K	1	0.06%	Increased
2486	UID Union Investments & Development Tel Aviv, Israel	$140K	$0	1	0.08%	Maintained
2487	GWM GSB Wealth Management Guilford, Connecticut	$138K	-$9K	1	0.05%	Reduced
2488	AWM Abound Wealth Management Franklin, Tennessee	$138K	+$12.4K	3	0.06%	Increased
2489	Kayne Anderson Rudnick Investment Management Los Angeles, California	$138K	+$1.82K	3	0%	Increased
2490	CYG Clean Yield Group Norwich, Vermont	$137K	$0	2	0.06%	Maintained
2491	WSC Wellington Shields & Co New York	$137K	-$16K	1	0.03%	Reduced
2492	MPCG Matrix Private Capital Group New York	$135K	$0	1	0.09%	Maintained
2493	PWMG Prestige Wealth Management Group Flemington, New Jersey	$135K	-$251K	4	0.03%	Reduced
2494	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$132K	-$63.8K	1	0.1%	Reduced
2495	CBT CoreFirst Bank & Trust Topeka, Kansas	$131K	-$50.7K	1	0.1%	Reduced
2496	MLA MB, Levis & Associates Center Valley, Pennsylvania	$130K	$0	4	0.09%	Maintained
2497	BWA Burt Wealth Advisors North Bethesda, Maryland	$130K	-$17.5K	1	0.04%	Reduced
2498	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$130K	-$12K	1	0.07%	Reduced
2499	FCG Financial Connections Group Corte Madera, California	$126K	-$2.86K	3	0.09%	Reduced
2500	FIA FNY Investment Advisers New York	$126K	-$232K	1	0.14%	Reduced