← 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	PAG Paladin Advisory Group Clive, Iowa	$389K	-$2.26K	2	0.32%	Reduced
2552	CSI Cross Staff Investments Pittsford, New York	$389K	+$31.5K	1	0.34%	Increased
2553	CCA Cobblestone Capital Advisors Rochester, New York	$387K	+$13.1K	1	0.03%	Increased
2554	GD Grandfield & Dodd New York	$385K	$0	1	0.03%	Maintained
2555	MCM MV Capital Management Bethesda, Maryland	$385K	+$13.8K	3	0.05%	Increased
2556	W WealthCollab Bellevue, Washington	$384K	+$341K	4	0.3%	New
2557	WPC Waters Parkerson & Co New Orleans, Louisiana	$383K	$0	1	0.02%	Maintained
2558	AWG Altus Wealth Group Colorado Springs, Colorado	$382K	-$7.56K	1	0.21%	Reduced
2559	WA Waddell & Associates Memphis, Tennessee	$382K	-$2.26K	1	0.05%	Reduced
2560	Emerald Advisers Leola, Pennsylvania	$382K	+$342K	2	0.02%	Increased
2561	HCM Hodges Capital Management Dallas, Texas	$382K	+$102K	1	0.02%	Increased
2562	JWS Juncture Wealth Strategies Scottsdale, Arizona	$379K	-$642K	1	0.17%	Reduced
2563	IGWM ICA Group Wealth Management Denver, Colorado	$378K	+$334K	4	0.08%	New
2564	KCM Kennicott Capital Management Corte Madera, California	$377K	+$337K	1	0.19%	New
2565	ACA Aspire Capital Advisors Seattle, Washington	$377K	+$2.26K	1	0.15%	Increased
2566	PWS Precision Wealth Strategies Saint Louis, Missouri	$376K	-$3.62K	1	0.36%	Reduced
2567	AT Arvest Trust Bartlesville, Oklahoma	$375K	+$24K	1	0.02%	Increased
2568	LPAM Lodestar Private Asset Management Alamo, California	$374K	$0	1	0.06%	Maintained
2569	KC Kingfisher Capital Charlotte, North Carolina	$374K	$0	1	0.1%	Maintained
2570	MWS Maxwell Wealth Strategies Pleasanton, California	$372K	+$320K	1	0.24%	New
2571	BFG Beacon Financial Group Dallas, Texas	$371K	+$319K	1	0.05%	New
2572	WWM Westwood Wealth Management Los Angeles, California	$371K	-$63K	1	0.29%	Reduced
2573	H HoyleCohen San Diego, California	$371K	$0	1	0.03%	Maintained
2574	ZF Zhang Financial Portage, Michigan	$370K	+$318K	1	0.03%	New
2575	SFI SPC Financial Inc Rockville, Maryland	$370K	+$226	1	0.04%	Increased