← 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	MCM Manchester Capital Management Manchester, Vermont	$162K	-$3.75K	3	0.02%	Reduced
2552	MIG McGuire Investment Group Wakefield, Rhode Island	$162K	$0	1	0.03%	Maintained
2553	MW Milestone Wealth Buffalo, New York	$161K	$0	1	0.13%	Maintained
2554	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$159K	+$155K	1	0.04%	New
2555	EARNEST Partners Atlanta, Georgia	$158K	$0	4	0%	Maintained
2556	CYG Clean Yield Group Norwich, Vermont	$157K	+$67.1K	2	0.06%	Increased
2557	AJ Ashburton (Jersey) St Helier, Jersey	$153K	$0	1	0.06%	Maintained
2558	TF TimeScale Financial Danvers, Massachusetts	$153K	+$3.66K	3	0.04%	Increased
2559	WIM Westside Investment Management Santa Monica, California	$153K	+$284K	2	0.34%	Increased
2560	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$152K	+$148K	1	0.08%	New
2561	RRA Round Rock Advisors Wilton, Connecticut	$152K	+$147K	1	0.06%	New
2562	Apella Capital West Hartford, Connecticut	$150K	+$145K	1	0.02%	New
2563	PIMG Patriot Investment Management Group Knoxville, Tennessee	$150K	+$146K	1	0.01%	New
2564	SWM Sugarloaf Wealth Management Duluth, Georgia	$150K	+$30.6K	3	0.04%	Increased
2565	MCM Magnolia Capital Management Cold Spring, New York	$149K	$0	1	0.12%	Maintained
2566	UID Union Investments & Development Tel Aviv, Israel	$149K	$0	1	0.05%	Maintained
2567	FBFS First Business Financial Services Madison, Wisconsin	$148K	$0	1	0.02%	Maintained
2568	Simon Quick Advisors Morristown, New Jersey	$147K	-$75.8K	1	0.04%	Reduced
2569	FCG Financial Connections Group Corte Madera, California	$145K	$0	3	0.15%	Maintained
2570	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$145K	-$18.8K	3	0.04%	Reduced
2571	ACM Antonetti Capital Management Naples, Florida	$144K	-$13.3K	2	0.14%	Reduced
2572	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$144K	$0	1	0.11%	Maintained
2573	DWM Darwin Wealth Management Tampa, Florida	$142K	-$534	1	0.02%	Reduced
2574	PCA Providence Capital Advisors Charlotte, North Carolina	$142K	-$2.15K	2	0.03%	Reduced
2575	RWI Red Wave Investments Dillsburg, Pennsylvania	$139K	$0	1	0.05%	Maintained