← 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	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$196K	+$23K	1	0.19%	Increased
2527	BDS Banco de Sabadell Miami, Florida	$195K	$0	1	0.11%	Maintained
2528	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$195K	+$4.3K	1	0.04%	Increased
2529	WFA Wellspring Financial Advisors Cleveland, Ohio	$195K	-$3.44K	1	0.06%	Reduced
2530	BFC Bedel Financial Consulting Indianapolis, Indiana	$194K	-$327	3	0.06%	Reduced
2531	Kayne Anderson Rudnick Investment Management Los Angeles, California	$193K	-$117K	2	0%	Reduced
2532	DWP Destiny Wealth Partners Tavares, Florida	$192K	+$20.2K	2	0.04%	Increased
2533	AWM Altus Wealth Management Ft Mitchell, Kentucky	$188K	+$183K	1	0.13%	New
2534	LAS Lloyd Advisory Services Suwanee, Georgia	$186K	+$118K	3	0.09%	Increased
2535	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$185K	+$179K	1	0.02%	New
2536	AIL AGF Investments LLC Toronto, Ontario, Canada	$184K	-$177K	1	0.02%	Reduced
2537	Thompson Siegel & Walmsley Richmond, Virginia	$182K	$0	1	0%	Maintained
2538	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$179K	+$36.7K	1	0.06%	Increased
2539	SGA Seaport Global Advisors Boston, Massachusetts	$179K	-$444K	1	0.57%	Reduced
2540	FAG Financial Advisory Group Houston, Texas	$173K	-$65.1K	1	0.03%	Reduced
2541	RBC Roble Belko & Company Sewickley, Pennsylvania	$173K	-$1.72K	3	0.03%	Reduced
2542	SIC SJS Investment Consulting Sylvania, Ohio	$173K	+$7.41K	4	0.05%	Increased
2543	FCB First Command Bank Fort Worth, Texas	$169K	+$33.3K	1	0.02%	Increased
2544	FCFS First Command Financial Services Fort Worth, Texas	$169K	-$20.4K	1	0.02%	Reduced
2545	JWBC John W. Brooker & Co Oakland, California	$167K	-$33K	1	0.09%	Reduced
2546	HI Hudock Inc Williamsport, Pennsylvania	$166K	-$1.72K	2	0.05%	Reduced
2547	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$164K	$0	2	0.1%	Maintained
2548	TFM TFC Financial Management Boston, Massachusetts	$164K	-$5.04K	2	0.05%	Reduced
2549	VC Vestor Capital Chicago, Illinois	$164K	+$6.24K	2	0.02%	Increased
2550	HR Howe & Rusling Rochester, New York	$162K	+$3.23K	2	0.02%	Increased