← 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	APC Aspire Private Capital Cornelius, North Carolina	$40K	$0	1	0.01%	Maintained
2602	CTA Colonial Trust Advisors Spartanburg, South Carolina	$39.2K	+$7.16K	4	0%	Increased
2603	SFG Steward Financial Group Colleyville, Texas	$38K	+$12K	4	0.01%	Increased
2604	WAM Worth Asset Management Dallas, Texas	$37.7K	+$14.2K	2	0.03%	Increased
2605	TCM Tradewinds Capital Management Bellingham, Washington	$37.3K	-$13.7K	4	0.01%	Reduced
2606	CCM CTC Capital Management Chicago, Illinois	$36.2K	+$30.9K	1	0.08%	New
2607	HWP Highline Wealth Partners Sherman Oaks, California	$35.8K	$0	1	0.02%	Maintained
2608	RMC Resources Management Corp West Hartford, Connecticut	$35K	-$1.41M	2	0.01%	Reduced
2609	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$34.1K	+$3.63K	5	0.02%	Increased
2610	MG MilWealth Group Milwaukee, Wisconsin	$33K	$0	1	0.01%	Maintained
2611	NIC Northwest Investment Counselors Lake Oswego, Oregon	$32.9K	-$642	2	0.01%	Reduced
2612	PCTC Perkins Coie Trust Company Seattle, Washington	$32.8K	$0	1	0.01%	Maintained
2613	SGC Slocum, Gordon & Co Newport, Rhode Island	$30K	$0	1	0.02%	Maintained
2614	PK Pflug Koory Omaha, Nebraska	$29K	$0	1	0.02%	Maintained
2615	RBF Capital San Francisco, California	$28.3K	$0	1	0%	Maintained
2616	Close Asset Management London, United Kingdom	$28K	+$25.7K	1	0%	New
2617	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$26K	$0	2	0.01%	Maintained
2618	Antipodes Partners Royal Exchange, Australia	$25K	-$7.19K	1	0%	Reduced
2619	LF Lee Financial Dallas, Texas	$24.6K	+$987	3	0%	Increased
2620	DSC Duncker Streett & Co St. Louis, Missouri	$24.2K	$0	2	0.01%	Maintained
2621	IWP IAG Wealth Partners Waukesha, Wisconsin	$24K	+$16.9K	1	0.01%	Increased
2622	ORAM One River Asset Management Stamford, Connecticut	$23.7K	-$570K	1	0%	Reduced
2623	PPWM PFG Private Wealth Management Lutz, Florida	$23.2K	$0	1	0.01%	Maintained
2624	ONST Old North State Trust Greensboro, North Carolina	$23K	$0	1	0.02%	Maintained
2625	TC Tacita Capital Toronto, Ontario, Canada	$23K	$0	2	0.02%	Maintained