← 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
2626	CIM CIM Investment Management Pittsburgh, Pennsylvania	$858K	-$74.6K	2	0.21%	Reduced
2627	EW Expressive Wealth Chicago, Illinois	$858K	+$8.73K	1	0.81%	Increased
2628	SCA St. Clair Advisors Mayfield Hts, Ohio	$855K	$0	1	0.22%	Maintained
2629	JF JSF Financial Los Angeles, California	$853K	+$205K	2	0.14%	Increased
2630	JIR James Investment Research Alpha, Ohio	$852K	$0	1	0.09%	Maintained
2631	SFG Strive Financial Group Carmel, Indiana	$852K	+$580K	5	0.37%	Increased
2632	GWM Greenline Wealth Management Boca Raton, Florida	$851K	+$26.5K	1	0.7%	Increased
2633	S SharpePoint Phoenix, Arizona	$850K	+$29.7K	1	0.43%	Increased
2634	LA LexAurum Advisors Overland Park, Kansas	$849K	+$601K	2	0.1%	Increased
2635	SFA Souders Financial Advisors Cincinnati, Ohio	$847K	-$192K	2	0.09%	Reduced
2636	OCA Odyssey Capital Advisors Bala Cynwyd, Pennsylvania	$846K	+$175K	1	0.61%	Increased
2637	CG CFO4Life Group Coppell, Texas	$840K	+$110K	1	0.11%	Increased
2638	CIC Chase Investment Counsel Charlottesville, Virginia	$840K	$0	1	0.18%	Maintained
2639	KSB Kennebec Savings Bank Augusta, Maine	$839K	+$295K	3	0.67%	Increased
2640	CP Camelot Portfolios Maumee, Ohio	$838K	-$177K	1	0.59%	Reduced
2641	Vanguard National Trust Malvern, Pennsylvania	$837K	+$408K	3	0.05%	Increased
2642	LWM LeConte Wealth Management Maryville, Tennessee	$835K	-$278K	1	0.46%	Reduced
2643	TFG Taylor Financial Group Roanoke, Virginia	$833K	$0	1	0.46%	Maintained
2644	PIC Portland Investment Counsel Burlington, Ontario, Canada	$828K	$0	2	0.23%	Maintained
2645	BAM Blueshift Asset Management Red Bank, New Jersey	$828K	+$939K	2	0.19%	New
2646	MGAM McGowan Group Asset Management Dallas, Texas	$828K	+$68.2K	2	0.1%	Increased
2647	JWM Jeppson Wealth Management Manhattan Beach, California	$827K	+$65.7K	2	0.24%	Increased
2648	AIM Acropolis Investment Management St. Louis, Missouri	$827K	-$280K	3	0.03%	Reduced
2649	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$825K	-$96.4K	1	0.31%	Reduced
2650	MCM Mork Capital Management Healdsburg, California	$825K	$0	1	0.53%	Maintained