← 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	LJHT Laurie J. Hall Trustee	$157K	$0	2	0.06%	Maintained
2627	RBF Capital San Francisco, California	$156K	$0	1	0.01%	Maintained
2628	DWM Darwin Wealth Management Tampa, Florida	$152K	+$43.1K	1	0.02%	Increased
2629	T TOBAM Paris, France	$147K	-$57.6K	1	0.01%	Reduced
2630	BIA Bell Investment Advisors Oakland, California	$146K	+$4.01K	5	0.04%	Increased
2631	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$146K	+$46.9K	3	0.11%	Increased
2632	APP Alpha Paradigm Partners Chicago, Illinois	$145K	-$120K	1	0.06%	Reduced
2633	KIG Kessler Investment Group Columbus, Indiana	$145K	+$19.9K	2	0.08%	Increased
2634	PO Private Ocean San Rafael, California	$142K	+$43.8K	3	0.02%	Increased
2635	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$141K	+$164K	2	0.07%	New
2636	SWM Sugarloaf Wealth Management Duluth, Georgia	$140K	+$66.8K	3	0.03%	Increased
2637	BHWM Beaird Harris Wealth Management Dallas, Texas	$139K	+$158K	2	0.05%	New
2638	DAM Delta Asset Management Memphis, Tennessee	$137K	$0	3	0.01%	Maintained
2639	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$136K	$0	1	0.05%	Maintained
2640	WOSD WFA of San Diego San Diego, California	$133K	+$148K	1	0.08%	New
2641	HRC Hoertkorn Richard Charles	$127K	$0	1	0.05%	Maintained
2642	MWM Mascoma Wealth Management Hanover, New Hampshire	$126K	+$8.43K	1	0.04%	Increased
2643	PCM Pinz Capital Management New York	$122K	+$88.4K	1	0.05%	Increased
2644	SMG Spectrum Management Group Indianapolis, Indiana	$121K	$0	1	0.02%	Maintained
2645	MAM Mystic Asset Management Warwick, Rhode Island	$120K	+$133K	1	0.06%	New
2646	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$118K	+$137K	3	0.1%	New
2647	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$116K	+$128K	1	0.07%	New
2648	CB Community Bank Dewitt, New York	$115K	$0	1	0.01%	Maintained
2649	DWA Delos Wealth Advisors Dallas, Texas	$115K	+$107K	3	0.11%	Increased
2650	HFM Hartford Financial Management Hartford, Connecticut	$115K	-$6.94K	3	0.03%	Reduced