← 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	CGA Crescent Grove Advisors Lake Forest, Illinois	$204K	+$226K	1	0.02%	New
2577	DWP Destiny Wealth Partners Tavares, Florida	$204K	$0	2	0.04%	Maintained
2578	First National Bank of Omaha Omaha, Nebraska	$204K	-$220K	1	0.01%	Reduced
2579	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$204K	-$16.5K	3	0.06%	Reduced
2580	Welch Group Birmingham, Alabama	$204K	-$12.6K	1	0.01%	Reduced
2581	FNB Farmers National Bank Danville, Kentucky	$204K	-$32.9K	1	0.07%	Reduced
2582	ACM Anfield Capital Management Irvine, California	$203K	$0	1	0.07%	Maintained
2583	ACP Arcus Capital Partners Atlanta, Georgia	$203K	+$224K	1	0.07%	New
2584	RBC Roble Belko & Company Sewickley, Pennsylvania	$203K	-$30.2K	3	0.04%	Reduced
2585	TA Trellis Advisors Ellensburg, Washington	$203K	$0	1	0.1%	Maintained
2586	WIA Westbourne Investment Advisors Annapolis, Maryland	$203K	+$225K	1	0.08%	New
2587	TFM TFC Financial Management Boston, Massachusetts	$202K	+$2.63K	2	0.06%	Increased
2588	WCA Waypoint Capital Advisors Minneapolis, Minnesota	$202K	+$223K	1	0.14%	New
2589	AJ Ashburton (Jersey) St Helier, Jersey	$200K	+$243K	1	0.08%	New
2590	FBFS First Business Financial Services Madison, Wisconsin	$197K	+$239K	1	0.02%	New
2591	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$197K	+$6.78K	2	0.11%	Increased
2592	ACM Antonetti Capital Management Naples, Florida	$195K	-$1.69K	2	0.15%	Reduced
2593	CL CSS LLC Chicago, Illinois	$195K	+$197K	1	0.01%	New
2594	MCM Manchester Capital Management Manchester, Vermont	$195K	+$32	3	0.03%	Increased
2595	Aquatic Capital Management Chicago, Illinois	$194K	+$212K	2	0.37%	New
2596	BWM BerganKDV Wealth Management Bloomington, Minnesota	$194K	-$1.78K	4	0.02%	Reduced
2597	VC Vestor Capital Chicago, Illinois	$194K	+$3.31K	2	0.02%	Increased
2598	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$191K	-$11K	1	0.14%	Reduced
2599	SPWM Straight Path Wealth Management Jenison, Michigan	$191K	+$232K	1	0.17%	New
2600	PCA Providence Capital Advisors Charlotte, North Carolina	$190K	+$2.81K	2	0.05%	Increased