← 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	WBCM Wilson & Boucher Capital Management Moraga, California	$349K	$0	1	0.29%	Maintained
2602	WDG Wealth Dimensions Group Cincinnati, Ohio	$349K	-$46.6K	1	0.11%	Reduced
2603	WDL Well Done LLC Holland, Michigan	$348K	-$9.05K	1	0.07%	Reduced
2604	LFA Landmark Financial Advisors Bowling Green, Kentucky	$347K	+$26.9K	1	0.12%	Increased
2605	FIM FWL Investment Management Dallas, Texas	$346K	-$54.6K	2	0.2%	Reduced
2606	PCG Prosperity Consulting Group Owings Mills, Maryland	$345K	+$308K	1	0.12%	New
2607	BFA Beacon Financial Advisory Cleveland, Ohio	$344K	-$55.4K	1	0.17%	Reduced
2608	DFG Delta Financial Group Basking Ridge, New Jersey	$343K	+$45.3K	1	0.11%	Increased
2609	BIA Benchmark Investment Advisors Chicago, Illinois	$343K	+$295K	1	0.32%	New
2610	C CEDRUS Littleton, Colorado	$342K	+$294K	1	0.21%	New
2611	&Partners Nashville, Tennessee	$342K	+$65.2K	1	0.08%	Increased
2612	MCM Mengis Capital Management Portland, Oregon	$342K	-$2.04K	1	0.06%	Reduced
2613	IA Insight Advisors Newtown, Pennsylvania	$340K	-$2.49K	1	0.07%	Reduced
2614	FAM Formidable Asset Management Cincinnati, Ohio	$340K	+$11.3K	1	0.07%	Increased
2615	PFS Prospect Financial Services Melville, New York	$339K	+$352K	1	0.34%	New
2616	PIA Pinion Investment Advisors Wichita, Kansas	$338K	+$291K	1	0.2%	New
2617	WIT LLC District Of Columbia, District of Columbia	$338K	-$566K	1	0.01%	Reduced
2618	DA DSC Advisors Chicago, Illinois	$336K	+$7.92K	1	0.56%	Increased
2619	FFL Future Fund LLC Chicago, Illinois	$336K	-$84.9K	1	0.93%	Reduced
2620	GFPC Global Financial Private Client Sarasota, Florida	$335K	+$11.3K	4	0.16%	Increased
2621	MBT Montecito Bank & Trust Santa Barbara, California	$335K	+$11.3K	1	0.07%	Increased
2622	GLOBALT Investments Atlanta, Georgia	$334K	+$288K	1	0.01%	New
2623	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$334K	$0	2	0.3%	Maintained
2624	SCM Sitrin Capital Management Century City, California	$333K	$0	1	0.19%	Maintained
2625	FFA Fortune Financial Advisors Overland Park, Kansas	$332K	$0	1	0.23%	Maintained