← 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	SW StrongBox Wealth Lee's Summit, Missouri	$506K	+$418K	1	0.22%	New
2652	TWM TCFG Wealth Management Laguna Niguel, California	$506K	+$451K	2	0.25%	New
2653	BBI Baxter Bros Inc Riverside, Connecticut	$506K	-$14.6K	1	0.07%	Reduced
2654	IWM Iams Wealth Management Omaha, Nebraska	$504K	-$102K	1	0.25%	Reduced
2655	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$501K	-$2.78M	1	0.04%	Reduced
2656	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$500K	-$14.9K	1	0.05%	Reduced
2657	NFP Narus Financial Partners Salt Lake City, Utah	$499K	-$61.2K	1	0.18%	Reduced
2658	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$498K	$0	1	0.19%	Maintained
2659	CA Crewe Advisors Salt Lake City, Utah	$498K	-$324K	2	0.06%	Reduced
2660	CCM Chaney Capital Management Lynnwood, Washington	$497K	+$768	1	0.28%	Increased
2661	EL Essex LLC Deer Park, Illinois	$497K	-$29.7K	1	0.1%	Reduced
2662	BRIA Balanced Rock Investment Advisors Roslindale, Massachusetts	$496K	-$10.2K	1	0.39%	Reduced
2663	TNA True North Advisors Dallas, Texas	$493K	-$4.61K	1	0.13%	Reduced
2664	CSI Cross Staff Investments Pittsford, New York	$492K	$0	1	0.38%	Maintained
2665	CWA Consilio Wealth Advisors Bellevue, Washington	$490K	+$219K	2	0.2%	Increased
2666	FC Forte Capital Rochester, New York	$487K	-$5K	2	0.06%	Reduced
2667	HB Horizon Bancorp Michigan City, Indiana	$487K	+$177K	3	0.23%	Increased
2668	OWA Opal Wealth Advisors Jericho, New York	$487K	-$114K	2	0.15%	Reduced
2669	PFG PAX Financial Group San Antonio, Texas	$487K	+$447K	1	0.09%	New
2670	PSP Pacific Sage Partners Edmonds, Washington	$485K	$0	1	0.12%	Maintained
2671	W WealthCollab Bellevue, Washington	$482K	+$2.25K	3	0.32%	Increased
2672	WPC Waters Parkerson & Co New Orleans, Louisiana	$481K	$0	1	0.02%	Maintained
2673	TC Trilogy Capital Irvine, California	$481K	+$41.5K	1	0.02%	Increased
2674	IP Isthmus Partners Madison, Wisconsin	$480K	$0	1	0.06%	Maintained
2675	EBA Eagle Bay Advisors New York	$480K	-$3.85K	4	0.18%	Reduced