← 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
2576	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$917K	-$98.2K	2	0.18%	Reduced
2577	DG DMC Group Birmingham, Alabama	$916K	-$420K	2	0.63%	Reduced
2578	BDF Black Diamond Financial Towson, Maryland	$916K	-$36.4K	1	0.08%	Reduced
2579	TWM TRB Wealth Management Houston, Texas	$911K	-$185K	2	0.12%	Reduced
2580	CWA Clarity Wealth Advisors San Jose, California	$908K	-$5.4K	2	0.16%	Reduced
2581	Bogart Wealth LLC Mclean, Virginia	$906K	-$17.7K	6	0.03%	Reduced
2582	BGWM Bridge Generations Wealth Management South Miami, Florida	$905K	-$98.7K	1	0.46%	Reduced
2583	CIAS CFS Investment Advisory Services Totowa, New Jersey	$904K	-$227K	1	0.06%	Reduced
2584	3IP 3Chopt Investment Partners Richmond, Virginia	$904K	+$155K	2	0.17%	Increased
2585	BWM Bernicke Wealth Management Altoona, Wisconsin	$900K	-$350K	2	0.1%	Reduced
2586	TPW Talon Private Wealth The Villages, Florida	$897K	-$547K	3	0.1%	Reduced
2587	DTL Dynamic Technology Lab Singapore	$897K	-$379K	2	0.2%	Reduced
2588	AWM Abound Wealth Management Franklin, Tennessee	$896K	-$208K	3	0.18%	Reduced
2589	SCI Silver Coast Investments San Diego, United States	$896K	+$131K	3	0.27%	Increased
2590	GC Gilbert & Cook West Des Moines, Iowa	$895K	-$8.87K	1	0.1%	Reduced
2591	TTIC Tower Trust & Investment Company Davenport, Iowa	$893K	+$29.9K	3	0.54%	Increased
2592	KC Karras Company Roy, Utah	$893K	-$613K	2	0.81%	Reduced
2593	BFIM Beese Fulmer Investment Management Canton, Ohio	$892K	-$1.06M	3	0.05%	Reduced
2594	AT Adelphi Trust Saint Petersburg, Florida	$891K	+$75K	2	0.59%	Increased
2595	CW Curio Wealth Annapolis, Maryland	$889K	-$2.9K	1	0.28%	Reduced
2596	IG IFS Group York, Pennsylvania	$889K	-$77K	2	1.22%	Reduced
2597	GCM Gallacher Capital Management Lone Tree, Colorado	$886K	+$546K	2	0.5%	Increased
2598	Milford Funds Auckland,	$885K	-$88.5M	2	0.01%	Reduced
2599	CPWL Coquina Private Wealth LLC Port Charlotte, Florida	$885K	$0	1	0.6%	Maintained
2600	LC Lavaca Capital Houston, Texas	$885K	+$993K	1	0.09%	New