← 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
2676	GAMC Garner Asset Management Corp Plano, Texas	$297K	+$230K	2	0.14%	New
2677	IP Ignite Planners San Clemente, California	$296K	-$33K	1	0.09%	Reduced
2678	FAM Forte Asset Management Bedford, New York	$296K	$0	1	0.2%	Maintained
2679	Sax Wealth Advisors Parsippany, New Jersey	$296K	$0	1	0.05%	Maintained
2680	EA Everpar Advisors Tulsa, Oklahoma	$295K	+$253K	1	0.14%	New
2681	CA Cornerstone Advisory Hunt Valley, Maryland	$294K	+$12.4K	1	0.05%	Increased
2682	NRI NFP Retirement Inc Aliso Viejo, California	$294K	+$10.1K	2	0.05%	Increased
2683	WA Wealthstar Advisors Plano, Texas	$294K	+$253K	1	0.05%	New
2684	RI Ridgewood Investments Springfield, New Jersey	$292K	-$43K	1	0.17%	Reduced
2685	PWAM Pinnacle West Asset Management Casper, Wyoming	$291K	+$18.1K	1	0.25%	Increased
2686	CSA Cottage Street Advisors Marion, Massachusetts	$290K	$0	1	0.2%	Maintained
2687	BM Belfer Management New York	$288K	$0	1	6.09%	Maintained
2688	SFS Starfox Financial Services The Woodlands, Texas	$288K	$0	1	0.27%	Maintained
2689	SIC Sigma Investment Counselors Northville, Michigan	$288K	-$29.4K	1	0.02%	Reduced
2690	SIA Sage Investment Advisers Wappingers Falls, New York	$287K	$0	1	0.35%	Maintained
2691	T Tidemark San Diego, California	$286K	+$255K	3	0.18%	New
2692	SCM Saxony Capital Management St. Louis, Missouri	$286K	+$255K	1	0.38%	New
2693	RWI Red Wave Investments Dillsburg, Pennsylvania	$285K	+$245K	1	0.11%	New
2694	GAM Griffin Asset Management New York	$284K	$0	1	0.04%	Maintained
2695	CAL Capital Advisors Ltd Shaker Heights, Ohio	$284K	-$4K	4	0.04%	Reduced
2696	CV Counterweight Ventures Wilmington, North Carolina	$283K	+$244K	1	0.26%	New
2697	ZWJ Investment Counsel Atlanta, Georgia	$283K	+$4.53K	1	0.01%	Increased
2698	DWA Delap Wealth Advisory Lake Oswego, Oregon	$283K	+$243K	1	0.13%	New
2699	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$282K	-$6.56K	1	0.07%	Reduced
2700	FSA Financial Sense Advisors San Diego, California	$282K	+$51.7K	1	0.1%	Increased