← 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
2501	FPFS First Personal Financial Services Charlotte, North Carolina	$211K	-$11.6K	2	0.05%	Reduced
2502	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$211K	+$3.44K	1	0.01%	Increased
2503	TWM Titus Wealth Management Larskpur, California	$211K	+$14K	1	0.1%	Increased
2504	BO BRR OpCo Columbus, Ohio	$210K	+$17.9K	1	0.02%	Increased
2505	Vise Technologies New York	$210K	+$213K	1	0.08%	New
2506	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$209K	-$238K	1	0.09%	Reduced
2507	PNAA Pictet North America Advisors Geneva 73, Switzerland	$209K	+$11.2K	1	0.02%	Increased
2508	Advisory Alpha Holland, Michigan	$208K	+$211K	1	0.01%	New
2509	FIA FNY Investment Advisers New York	$208K	+$211K	1	0.2%	New
2510	NSIM North Star Investment Management Chicago, Illinois	$208K	$0	2	0.02%	Maintained
2511	OCM Orser Capital Management Southlake, Texas	$208K	+$211K	1	0.13%	New
2512	SCFS S.C. Financial Services Scottsdale, Arizona	$208K	$0	1	0.27%	Maintained
2513	TF Trek Financial Scottsdale, Arizona	$208K	+$211K	1	0.02%	New
2514	BWM Bulltick Wealth Management Miami, Florida	$208K	+$211K	1	0.05%	New
2515	AAMC Asset Allocation & Management Company Chicago, Illinois	$207K	$0	1	0.07%	Maintained
2516	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$207K	+$201K	1	0.01%	New
2517	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$207K	-$58.5K	1	0.14%	Reduced
2518	FIM Fernwood Investment Management Quincy, Massachusetts	$206K	+$35.7K	1	0.07%	Increased
2519	RWM RBA Wealth Management Newport Beach, California	$206K	$0	1	0.1%	Maintained
2520	WIS Wright Investors Service Shelton, Connecticut	$206K	+$207K	1	0.05%	New
2521	PGAM Princeton Global Asset Management Princeton, New Jersey	$205K	+$8K	1	0.06%	Increased
2522	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$203K	-$10.5K	1	0.07%	Reduced
2523	MIA MainStreet Investment Advisors Chicago, Illinois	$203K	+$10.8K	1	0.02%	Increased
2524	WPC Waters Parkerson & Co New Orleans, Louisiana	$203K	-$158K	1	0.01%	Reduced
2525	VC Vicus Capital State College, Pennsylvania	$201K	+$204K	1	0.02%	New