← 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
2651	WG Wellington Group Indianapolis, Indiana	$825K	+$216K	1	0.22%	Increased
2652	GAM Griffin Asset Management New York	$822K	+$264K	2	0.09%	Increased
2653	MP McDonald Partners Cleveland, Ohio	$820K	-$2.03M	5	0.2%	Reduced
2654	SCP Sivia Capital Partners Mill Valley, California	$818K	-$2.33M	1	0.1%	Reduced
2655	SP Stonebrook Private Northville, Michigan	$818K	-$101K	3	0.15%	Reduced
2656	PWA Physician Wealth Advisors Midvale, Utah	$817K	-$313K	6	0.1%	Reduced
2657	ACG Allen Capital Group Grand Island, Nebraska	$811K	-$349K	2	0.07%	Reduced
2658	OWG Oxford Wealth Group Orlando, Florida	$811K	-$47.8K	2	0.36%	Reduced
2659	RF Rossby Financial Melbourne, Florida	$811K	-$352K	4	0.15%	Reduced
2660	SAM Seelaus Asset Management Chatham, New Jersey	$810K	+$289K	2	0.57%	Increased
2661	MW Maia Wealth Denver, Colorado	$808K	-$2.51M	1	0.12%	Reduced
2662	CIA Cape Investment Advisory Mcdonough, Georgia	$807K	+$99.7K	5	0.22%	Increased
2663	VIA Victrix Investment Advisors Stuart, Florida	$806K	+$100K	1	0.34%	Increased
2664	FPF First Pacific Financial Vancouver, Washington	$806K	-$27.4K	3	0.1%	Reduced
2665	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$805K	-$5.44M	1	0.21%	Reduced
2666	RAM Ramirez Asset Management New York	$805K	-$528	2	0.08%	Reduced
2667	CAM Carret Asset Management New York	$803K	-$74.7K	1	0.07%	Reduced
2668	BFG Beacon Financial Group Dallas, Texas	$802K	-$66.4K	2	0.07%	Reduced
2669	RFO RiverGlades Family Offices Naples, Florida	$801K	+$126K	2	0.37%	Increased
2670	MCA Martin Capital Advisors San Antonio, Texas	$798K	+$177K	2	0.42%	Increased
2671	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$797K	+$25.4K	1	0.56%	Increased
2672	JGC J. Goldman & Co New York	$796K	-$1.42M	1	0.02%	Reduced
2673	CCP Carmel Capital Partners San Diego, California	$795K	-$1.63M	1	0.26%	Reduced
2674	WWM Wolff Wiese Magana Carslbad, California	$795K	+$110K	4	0.37%	Increased
2675	FM Family Management New York	$795K	-$3.9M	3	0.08%	Reduced