← 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
2551	AG AlphaSimPlex Group Boston, Massachusetts	$217K	-$155K	1	0.37%	Reduced
2552	LP LGL Partners Philadelphia, Pennsylvania	$217K	+$240K	1	0.03%	New
2553	OWA Outlook Wealth Advisors Shenandoah, Texas	$217K	-$2.25K	1	0.06%	Reduced
2554	AR Apeiron RIA Dallas, Texas	$216K	+$239K	1	0.09%	New
2555	LBC Lowe Brockenbrough & Co Richmond, Virginia	$216K	-$18K	1	0.02%	Reduced
2556	LWM Liberty Wealth Management Oakland, California	$215K	-$258K	1	0.01%	Reduced
2557	MIG McGuire Investment Group Wakefield, Rhode Island	$215K	+$17.7K	1	0.04%	Increased
2558	PL Pluribus Labs Mill Valley, California	$215K	+$238K	1	0.23%	New
2559	TWM Triton Wealth Management Sun City, Arizona	$215K	+$7.59K	1	0.11%	Increased
2560	Altshuler Shaham Tel Aviv, Israel	$212K	+$16.8K	2	0%	Increased
2561	AWA Archvest Wealth Advisors Concord, California	$212K	+$235K	1	0.18%	New
2562	C Covestor London, United Kingdom	$212K	+$227K	4	0.3%	New
2563	IAP Indie Asset Partners Carmel, Indiana	$212K	-$843	1	0.15%	Reduced
2564	SIC SJS Investment Consulting Sylvania, Ohio	$211K	+$238K	3	0.06%	New
2565	HI Hudock Inc Williamsport, Pennsylvania	$210K	-$37.5K	2	0.06%	Reduced
2566	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$210K	$0	1	0.21%	Maintained
2567	WCM Wealthcare Capital Management Richmond, Virginia	$210K	+$15.8K	1	0.02%	New
2568	APG Abacus Planning Group Columbia, South Carolina	$207K	-$27K	1	0.06%	Reduced
2569	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$207K	+$3.09K	1	0.26%	Increased
2570	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$207K	+$229K	1	0.34%	New
2571	NR Newfound Research Wellesley Hills, Massachusetts	$206K	+$158K	2	0.25%	Increased
2572	RWA RGT Wealth Advisors Dallas, Texas	$206K	+$13.2K	1	0.03%	Increased
2573	WDC Woodward Diversified Capital Bakersfield, California	$206K	+$3.93K	1	0.12%	Increased
2574	PCMC Private Capital Management (Colorado) Denver, Colorado	$205K	-$24.7K	1	0.07%	Reduced
2575	AIM Axiom Investment Management New York	$204K	+$1.69K	1	0.2%	Increased