← 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
2601	GFPC Global Financial Private Client Sarasota, Florida	$883K	+$302K	1	0.24%	Increased
2602	Sumitomo Mitsui Financial Group Tokyo, Japan	$880K	+$693K	3	0.02%	Increased
2603	RT Rockland Trust Hanover, Massachusetts	$877K	-$751K	1	0.03%	Reduced
2604	CCG Coastwise Capital Group La Jolla, California	$877K	-$48K	1	0.51%	Reduced
2605	LFP Leeward Financial Partners Bellevue, Washington	$875K	-$2.13M	2	0.23%	Reduced
2606	CSW Cogent Strategic Wealth Chicago, Illinois	$875K	-$70.5K	1	0.83%	Reduced
2607	WSCM Wellington Shields Capital Management New York	$875K	-$635K	3	0.11%	Reduced
2608	BWM Baron Wealth Management Troy, Michigan	$874K	-$20.7K	2	0.23%	Reduced
2609	TC T3 Companies New York	$873K	+$655K	3	0.93%	Increased
2610	MP Mangrove Partners Greenwich, Connecticut	$872K	-$560K	1	0.06%	Reduced
2611	CWM Concentrum Wealth Management San Jose, California	$871K	+$287K	2	0.21%	Increased
2612	OWA Opal Wealth Advisors Jericho, New York	$871K	-$75.2K	2	0.19%	Reduced
2613	TPWA Twin Peaks Wealth Advisors Burlingame, California	$871K	-$144K	3	0.2%	Reduced
2614	LIM Letson Investment Management Atlanta, Georgia	$869K	+$866K	1	0.32%	New
2615	AWP Abacus Wealth Partners Santa Monica, California	$868K	-$1.39M	2	0.09%	Reduced
2616	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$867K	+$55.2K	2	0.1%	Increased
2617	OCM Orion Capital Management Coronado, California	$865K	-$2.78M	4	0.27%	Reduced
2618	WIP WealthCare Investment Partners Portsmouth, Rhode Island	$864K	+$7.92K	1	0.21%	Increased
2619	CFG Chapman Financial Group Kailua, Hawaii	$862K	+$133K	1	0.57%	Increased
2620	OC Opal Capital Boca Raton, Florida	$862K	+$175K	1	0.15%	Increased
2621	LWM Lodestone Wealth Management Spokane, Washington	$861K	-$158K	3	0.3%	Reduced
2622	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$861K	-$125K	3	0.17%	Reduced
2623	G Gainplan Bloomfield Hills, Michigan	$861K	+$637K	2	0.34%	Increased
2624	CIS Continental Investors Services Longview, Washington	$861K	+$74.8K	1	0.67%	Increased
2625	NG Northstar Group New York	$860K	-$162K	1	0.11%	Reduced