← 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	BHPW Beverly Hills Private Wealth Beverly Hills, California	$123K	+$114K	1	0.04%	New
2502	DIP DT Investment Partners Chadds Ford, Pennsylvania	$121K	$0	2	0.01%	Maintained
2503	ACA Atlas Capital Advisors Jackson, Wyoming	$120K	+$29.1K	2	0.02%	Increased
2504	VC Vestor Capital Chicago, Illinois	$120K	-$4.22K	1	0.01%	Reduced
2505	TF Tompkins Financial Ithaca, New York	$118K	-$184K	2	0.02%	Reduced
2506	RWIA Roger Wittlin Investment Advisory San Francisco, California	$118K	+$109K	1	0.11%	New
2507	M1FG Mach-1 Financial Group Rogers, Arkansas	$118K	+$101K	2	0.75%	New
2508	AWM Altus Wealth Management Ft Mitchell, Kentucky	$116K	$0	1	0.1%	Maintained
2509	DAM Delta Asset Management Memphis, Tennessee	$112K	-$4.7K	3	0.01%	Reduced
2510	RCG Rock Creek Group Washington, District of Columbia	$111K	+$31K	2	0.01%	Increased
2511	KIG Kessler Investment Group Columbus, Indiana	$111K	$0	1	0.07%	Maintained
2512	CCM CAAS Capital Management New York	$111K	-$1.73M	1	0.01%	Reduced
2513	FIM Fernwood Investment Management Quincy, Massachusetts	$110K	+$587	1	0.04%	Increased
2514	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$109K	+$64.5K	1	0.68%	Increased
2515	ISWM Independent Solutions Wealth Management Williamsville, New York	$108K	+$7.83K	1	0.03%	Increased
2516	LW Lauer Wealth Valparaiso, Indiana	$107K	+$247K	1	0.13%	New
2517	CMF Counterpoint Mutual Funds San Diego, California	$106K	-$25.8K	1	0.09%	Reduced
2518	AGA Accuvest Global Advisors Provo, Utah	$104K	+$96.5K	1	0.05%	New
2519	Stonehage Fleming Financial Services St. Helier, Jersey	$101K	+$76.9K	2	0.01%	Increased
2520	FCB First Command Bank Fort Worth, Texas	$101K	$0	1	0.01%	Maintained
2521	FCFS First Command Financial Services Fort Worth, Texas	$101K	$0	1	0.01%	Maintained
2522	SAM S.A. Mason Holland, Michigan	$100K	+$391	1	0.07%	Increased
2523	ACM Antonetti Capital Management Naples, Florida	$100K	+$23.9K	2	0.15%	Increased
2524	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$99.6K	+$8.43K	1	0.04%	Increased
2525	CPA Cardiff Park Advisors Carlsbad, California	$99.1K	$0	1	0.01%	Maintained