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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	CCM Chiron Capital Management Tallahassee, Florida	$189K	+$229K	1	0.14%	New
2602	EARNEST Partners Atlanta, Georgia	$189K	+$20.7K	4	0%	Increased
2603	HR Howe & Rusling Rochester, New York	$189K	$0	2	0.02%	Maintained
2604	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$187K	+$226K	1	0.06%	New
2605	TC Tatro Capital Lexington, Kentucky	$187K	+$227K	1	0.13%	New
2606	AWM Avondale Wealth Management West Lake Hills, Texas	$186K	+$105K	3	0.19%	Increased
2607	RWI Red Wave Investments Dillsburg, Pennsylvania	$185K	$0	1	0.06%	Maintained
2608	CPP Capasso Planning Partners Charleston, South Carolina	$184K	+$223K	1	0.13%	New
2609	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$184K	+$223K	1	0.07%	New
2610	HFS Howard Financial Services Dallas, Texas	$182K	-$4.99K	1	0.05%	Reduced
2611	WIM Westside Investment Management Santa Monica, California	$181K	+$42.5K	2	0.41%	Increased
2612	TF TimeScale Financial Danvers, Massachusetts	$181K	+$8.44K	3	0.04%	Increased
2613	WPA West Paces Advisors Atlanta, Georgia	$180K	+$19.4K	3	0.06%	Increased
2614	MCM Magnolia Capital Management Cold Spring, New York	$178K	+$197K	1	0.14%	New
2615	UID Union Investments & Development Tel Aviv, Israel	$178K	+$197K	1	0.06%	New
2616	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$175K	-$2.81K	2	0.09%	Reduced
2617	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$174K	-$14.5K	3	0.03%	Reduced
2618	FCG Financial Connections Group Corte Madera, California	$173K	+$189K	3	0.17%	New
2619	MCM MV Capital Management Bethesda, Maryland	$173K	+$14.2K	2	0.03%	Increased
2620	Stephens Investment Management Group Houston, Texas	$173K	$0	1	0%	Maintained
2621	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$169K	-$24.7K	4	0.02%	Reduced
2622	FCB First Command Bank Fort Worth, Texas	$168K	$0	2	0.03%	Maintained
2623	MW Milestone Wealth Buffalo, New York	$161K	+$178K	1	0.13%	New
2624	GC Globeflex Capital San Diego, California	$160K	$0	1	0.03%	Maintained
2625	AIP Ahrens Investment Partners Lafayette, Louisiana	$158K	+$181K	2	0.07%	New