← 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	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$368K	$0	1	0.07%	Maintained
2577	BCP Berkeley Capital Partners Milton, Georgia	$368K	+$2.49K	1	0.12%	Increased
2578	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$368K	+$19.7K	1	0.22%	Increased
2579	Forvis Mazars Wealth Advisors Springfield, Missouri	$367K	-$78.3K	1	0.01%	Reduced
2580	IA IFG Advisors St. Louis, Missouri	$366K	$0	1	0.11%	Maintained
2581	BAM Bellevue Asset Management Bellevue, Washington	$365K	$0	3	0.32%	Maintained
2582	WMA West Michigan Advisors Holland, Michigan	$364K	+$20.8K	1	0.14%	Increased
2583	VC Veery Capital Wilmington, Delaware	$362K	-$12.4K	1	0.16%	Reduced
2584	A AJOVista Boston, Massachusetts	$361K	+$315K	2	0.46%	New
2585	MWM Mattern Wealth Management Lawrence, Kansas	$361K	+$71.3K	1	0.09%	Increased
2586	ACM AlphaStar Capital Management Cornelius, North Carolina	$358K	-$220K	1	0.03%	Reduced
2587	Klingman & Associates New York	$358K	-$4.53K	1	0.03%	Reduced
2588	BFS Burkett Financial Services Rock Hill, South Carolina	$357K	+$301K	2	0.2%	New
2589	APG Abacus Planning Group Columbia, South Carolina	$356K	+$34.9K	1	0.08%	Increased
2590	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$356K	-$6.54K	1	0.25%	Reduced
2591	YCG Yeomans Consulting Group Marietta, Georgia	$355K	+$368K	1	0.18%	New
2592	SWMP Signature Wealth Management Partners Montvale, New Jersey	$353K	-$66.2K	1	0.31%	Reduced
2593	SFO Stokes Family Office New Orleans, Louisiana	$353K	-$172K	1	0.05%	Reduced
2594	MSA McAlister Sweet & Associates Houston, Texas	$352K	+$303K	1	0.33%	New
2595	ST Sabal Trust St. Petersburg, Florida	$351K	+$302K	1	0.02%	New
2596	CCM Consolidated Capital Management Burbank, California	$351K	-$226	1	0.19%	Reduced
2597	KIG Kennedy Investment Group West Depford, New Jersey	$350K	-$15.8K	1	0.2%	Reduced
2598	BIP Wealth Atlanta, Georgia	$349K	-$25.6K	1	0.03%	Reduced
2599	EC EntryPoint Capital New York	$349K	+$340K	5	0.33%	New
2600	PAG Powers Advisory Group Highland, Illinois	$349K	-$4.53K	1	0.22%	Reduced