← 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	Iron Gate Global Advisors Nsl, Utah	$524K	-$1.79K	1	0.08%	Reduced
2627	Bramshill Investments Naples, Florida	$524K	-$7.86K	2	0.06%	Reduced
2628	CIS Custom Index Systems New York	$524K	-$248K	1	0.28%	Reduced
2629	Everett Harris & Co Los Angeles, California	$523K	+$197K	2	0.01%	Increased
2630	JWM Jeppson Wealth Management Manhattan Beach, California	$522K	+$256	1	0.19%	Increased
2631	Philip James Wealth Mangement Milton, Georgia	$521K	+$540K	1	0.06%	New
2632	MWM Mosley Wealth Management Anaheim, California	$520K	+$211K	2	0.36%	Increased
2633	RWIA Roger Wittlin Investment Advisory San Francisco, California	$519K	$0	1	0.3%	Maintained
2634	CRA Financial Services Northfield, New Jersey	$518K	+$175K	2	0.1%	Increased
2635	Hanson & Doremus Investment Management Burlington, Vermont	$518K	-$66.5K	2	0.08%	Reduced
2636	SFS Sharp Financial Services Horsham, Pennsylvania	$514K	+$182K	2	0.4%	Increased
2637	FW FullCircle Wealth Dallas, Texas	$514K	-$198K	1	0.23%	Reduced
2638	Numerai San Francisco, California	$514K	-$455K	1	0.14%	Reduced
2639	Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$513K	$0	1	0.05%	Maintained
2640	HFP Holistic Financial Partners Indianapolis, Indiana	$513K	-$6.58K	1	0.25%	Reduced
2641	VisionPoint Advisory Group Dallas, Texas	$513K	-$424K	1	0.17%	Reduced
2642	WWP Waypoint Wealth Partners Mill Valley, California	$512K	+$83.2K	1	0.14%	Increased
2643	ECM EMC Capital Management Houston, Texas	$511K	+$15.8M	2	0.34%	Increased
2644	HRT Financial New York	$511K	-$2.42M	3	0%	Reduced
2645	POIA Pin Oak Investment Advisors Houston, Texas	$511K	-$89.9K	3	0.46%	Reduced
2646	FI Financial Insights Tacoma, Washington	$510K	-$436K	1	0.16%	Reduced
2647	SCM Saxony Capital Management St. Louis, Missouri	$510K	$0	1	0.47%	Maintained
2648	ACM Arcataur Capital Management Milwaukee, Wisconsin	$508K	-$1.28K	1	0.17%	Reduced
2649	BWG Berry Wealth Group Granbury, Texas	$508K	+$1.54K	1	0.36%	Increased
2650	SC Saiph Capital Wyckoff, New Jersey	$507K	+$1.02K	1	0.24%	Increased