← 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	AAIM Asset Advisors Investment Management Augusta, Georgia	$314K	+$280K	1	0.04%	New
2652	FOA Five Oceans Advisors Santa Monica, California	$314K	+$226	1	0.18%	Increased
2653	WP Westmount Partners Los Angeles, California	$314K	+$22K	1	0.13%	Increased
2654	MCC Money Concepts Capital Palm Beach Gardens, Florida	$314K	+$52.1K	1	0.03%	Increased
2655	DAM Deepwater Asset Management Minneapolis, Minnesota	$313K	$0	1	0.12%	Maintained
2656	GCA Gradient Capital Advisors San Diego, California	$313K	-$453	1	0.12%	Reduced
2657	WP WMS Partners Towson, Maryland	$312K	-$4.75K	1	0.02%	Reduced
2658	EIA Edgemoor Investment Advisors Bethesda, Maryland	$312K	+$278K	1	0.03%	New
2659	Focus Partners Advisor Solutions Saint Louis, Missouri	$307K	-$86.2K	1	0.01%	Reduced
2660	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$305K	+$86.2K	1	0.16%	Increased
2661	EW Element Wealth Ridgeland, Mississippi	$305K	-$12.9K	1	0.19%	Reduced
2662	Heritage Wealth Advisors Richmond, Virginia	$305K	+$1.46K	2	0.02%	Increased
2663	GA GSG Advisors Mount Laurel, New Jersey	$304K	+$273K	1	0.11%	New
2664	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$303K	-$3.85K	1	0.16%	Reduced
2665	KA Kure Advisory Plymouth, Minnesota	$302K	-$9.96K	1	0.16%	Reduced
2666	WC Wexford Capital West Palm Beach, Florida	$302K	-$269K	1	0.06%	Reduced
2667	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$301K	+$20.4K	1	0.04%	Increased
2668	VF Vawter Financial Columbus, Ohio	$301K	+$2.49K	1	0.24%	Increased
2669	OFG Oxford Financial Group Carmel, Indiana	$301K	+$17.2K	1	0.02%	Increased
2670	WAM Werlinich Asset Management Stamford, Connecticut	$300K	-$19.9K	1	0.23%	Reduced
2671	PCA Peddock Capital Advisors Braintree, Massachusetts	$299K	$0	1	0.09%	Maintained
2672	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$299K	$0	1	0.07%	Maintained
2673	CWP Curated Wealth Partners El Segundo, California	$298K	+$2.49K	1	0.05%	Increased
2674	CL COWA LLC Tulsa, Oklahoma	$298K	+$234K	1	0.19%	New
2675	CAC Core Alternative Capital Peachtree Corners, Georgia	$298K	-$59.2K	2	0.05%	Reduced