← 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	Krane Funds Advisors New York	$408K	-$162K	1	0.02%	Reduced
2677	DFG Delta Financial Group Basking Ridge, New Jersey	$408K	+$14.4K	1	0.12%	Increased
2678	DWG Darden Wealth Group Ann Arbor, Michigan	$408K	+$405K	1	0.32%	New
2679	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$406K	+$39.4K	1	0.11%	Increased
2680	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$405K	-$183K	1	0.14%	Reduced
2681	IW Imprint Wealth Mount Pleasant, South Carolina	$404K	+$386K	1	0.1%	New
2682	Stokes Family Office New Orleans, Louisiana	$404K	$0	1	0.05%	Maintained
2683	KC Kingfisher Capital Charlotte, North Carolina	$404K	$0	1	0.1%	Maintained
2684	Isthmus Partners Madison, Wisconsin	$404K	$0	1	0.05%	Maintained
2685	Hodges Capital Management Dallas, Texas	$403K	-$33.2K	1	0.03%	Reduced
2686	MSA McAlister Sweet & Associates Houston, Texas	$403K	$0	1	0.32%	Maintained
2687	CCM Consolidated Capital Management Burbank, California	$401K	$0	1	0.19%	Maintained
2688	FSA Financial Sense Advisors San Diego, California	$400K	+$21.3K	1	0.13%	Increased
2689	SCM Saxony Capital Management St. Louis, Missouri	$400K	+$90.9K	1	0.48%	Increased
2690	FIM Fernwood Investment Management Quincy, Massachusetts	$400K	+$116K	3	0.12%	Increased
2691	WBCM Wilson & Boucher Capital Management Moraga, California	$399K	$0	1	0.31%	Maintained
2692	WMS Partners Towson, Maryland	$397K	+$38.1K	1	0.03%	Increased
2693	Avidian Wealth Enterprises Houston, Texas	$396K	+$380K	1	0.02%	New
2694	GFPC Global Financial Private Client Sarasota, Florida	$396K	+$28.8K	4	0.17%	Increased
2695	HWP Highline Wealth Partners Sherman Oaks, California	$396K	+$201K	3	0.16%	Increased
2696	BFA Beacon Financial Advisory Cleveland, Ohio	$395K	+$1.15K	1	0.19%	Increased
2697	Whitaker-Myers Wealth Managers Mansfield, Ohio	$395K	+$379K	1	0.17%	New
2698	RG Richelieu Gestion Paris, France	$394K	+$204K	2	0.4%	Increased
2699	BBR Partners New York	$393K	+$156K	1	0.03%	Increased
2700	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$393K	+$15.9K	3	0.16%	Increased