← 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	CFA Cahill Financial Advisors Edina, Minnesota	$426K	+$35.3K	1	0.06%	Increased
2502	IP Isthmus Partners Madison, Wisconsin	$425K	$0	1	0.06%	Maintained
2503	GF Gries Financial Cleveland, Ohio	$425K	+$366K	1	0.09%	New
2504	JWM Jeppson Wealth Management Manhattan Beach, California	$425K	-$13.4K	1	0.18%	Reduced
2505	KL KIM LLC Wichita, Kansas	$425K	$0	1	0.04%	Maintained
2506	AA AlphaCentric Advisors San Juan, Puerto Rico	$424K	$0	1	0.28%	Maintained
2507	AWAP Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania	$424K	-$1.58K	1	0.28%	Reduced
2508	SGAM Smith Group Asset Management Dallas, Texas	$423K	+$364K	1	0.02%	New
2509	ACP Aveo Capital Partners Englewood, Colorado	$422K	+$112K	1	0.05%	Increased
2510	DCM Dimension Capital Management Coral Gables, Florida	$421K	+$42.5K	1	0.09%	Increased
2511	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$420K	+$391K	3	0.25%	Increased
2512	FA Fountainhead AM Warren, New Jersey	$419K	+$360K	1	0.12%	New
2513	PA Prossimo Advisors San Luis Obispo, California	$417K	+$359K	1	0.88%	New
2514	AC Avory & Company Miami, Florida	$414K	-$91K	1	0.29%	Reduced
2515	WAM WNY Asset Management Williamsville, New York	$414K	+$3.4K	1	0.07%	Increased
2516	SFPG Stonebridge Financial Planning Group Orlando, Florida	$413K	-$17K	1	0.24%	Reduced
2517	SCG Sonata Capital Group Seattle, Washington	$412K	+$22.6K	1	0.21%	Increased
2518	BWP Baldwin Wealth Partners Marion, Massachusetts	$412K	+$22.2K	2	0.03%	Increased
2519	WCM Windsor Capital Management Phoenix, Arizona	$411K	+$19.9K	1	0.13%	Increased
2520	FWM Focused Wealth Management Newburgh, New York	$410K	$0	3	0.07%	Maintained
2521	PE Point72 Europe London, United Kingdom	$409K	+$354K	2	0.05%	New
2522	IWA IBEX Wealth Advisors Bedminster, New Jersey	$408K	-$1.08M	1	0.09%	Reduced
2523	FHC First Heartland Consultants Lake St. Louis, Missouri	$407K	+$9.28K	1	0.05%	Increased
2524	MPCA Madison Park Capital Advisors Seattle, Washington	$406K	+$349K	1	0.39%	New
2525	CWA Clarity Wealth Advisors San Jose, California	$405K	$0	1	0.15%	Maintained