← 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
2526	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$228K	+$21.6K	1	0.04%	Increased
2527	EPM Equitec Proprietary Markets Chicago, Illinois	$228K	+$245K	2	0.03%	New
2528	JWBC John W. Brooker & Co Oakland, California	$228K	$0	2	0.12%	Maintained
2529	MC Manteio Capital Jersey City, New Jersey	$228K	+$252K	1	0.29%	New
2530	SWG Summit Wealth Group White River Junction, Vermont	$228K	-$1.97K	1	0.26%	Reduced
2531	Accredited Investors Edina, Minnesota	$227K	+$2.25K	1	0.02%	Increased
2532	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$227K	-$89.1K	1	0.03%	Reduced
2533	RWG Ratio Wealth Group Denver, Colorado	$226K	$0	1	0.07%	Maintained
2534	FIM Fernwood Investment Management Quincy, Massachusetts	$225K	-$883	1	0.07%	Reduced
2535	BO BRR OpCo Columbus, Ohio	$224K	-$1.99M	1	0.02%	Reduced
2536	PP Patten & Patten Chattanooga, Tennessee	$224K	+$248K	1	0.02%	New
2537	SCFS S.C. Financial Services Scottsdale, Arizona	$224K	+$275K	1	0.26%	New
2538	FA Fermata Advisors Sonoma, California	$223K	+$12.1K	1	0.08%	Increased
2539	CCP Cassia Capital Partners Winston Salem, North Carolina	$222K	-$2.06M	1	0.15%	Reduced
2540	FCFS First Command Financial Services Fort Worth, Texas	$222K	+$68.8K	2	0.03%	Increased
2541	IIA ICW Investment Advisors Scottsdale, Arizona	$222K	+$843	1	0.12%	Increased
2542	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$222K	-$17.1K	1	0.01%	Reduced
2543	SIC Sigma Investment Counselors Northville, Michigan	$221K	+$17.1K	1	0.02%	Increased
2544	VCM Versant Capital Management Phoenix, Arizona	$221K	+$62.6K	3	0.07%	Increased
2545	CA Continuum Advisory Eagle, Idaho	$220K	+$244K	1	0.05%	New
2546	SNS Financial Group Minneapolis, Minnesota	$220K	-$28.1K	1	0.02%	Reduced
2547	APA Astoria Portfolio Advisors New York	$219K	+$221K	1	0.17%	New
2548	ACA Affinity Capital Advisors Berkeley, California	$218K	+$33.7K	1	0.07%	Increased
2549	PAG Private Advisory Group Redmond, Washington	$218K	$0	1	0.04%	Maintained
2550	Thompson Siegel & Walmsley Richmond, Virginia	$218K	$0	1	0%	Maintained