← 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	EA Everpar Advisors Tulsa, Oklahoma	$480K	-$30.5K	1	0.25%	Reduced
2677	WSC Wellington Shields & Co New York	$479K	-$280K	2	0.15%	Reduced
2678	ACA Aspire Capital Advisors Seattle, Washington	$479K	+$4.35K	1	0.14%	Increased
2679	FFC First Financial Corp Terre Haute, Indiana	$479K	-$18.2K	2	0.23%	Reduced
2680	HCP Hexagon Capital Partners Rogers, Arkansas	$478K	-$110K	6	0.09%	Reduced
2681	Farmers & Merchants Investments Inc Lincoln, Nebraska	$478K	-$768	4	0.01%	Reduced
2682	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$477K	-$134K	1	0.26%	Reduced
2683	CA Cornerstone Advisory Hunt Valley, Maryland	$476K	+$416K	2	0.06%	New
2684	CWA Clarity Wealth Advisors San Jose, California	$476K	+$25.6K	1	0.14%	Increased
2685	BWM Blossom Wealth Management San Ramon, Ca, California	$476K	-$7.68K	2	0.96%	Reduced
2686	SFO Stokes Family Office New Orleans, Louisiana	$475K	$0	1	0.05%	Maintained
2687	OWA One Wealth Advisors San Francisco, California	$474K	+$1.54K	1	0.07%	Increased
2688	KC Kingfisher Capital Charlotte, North Carolina	$474K	$0	1	0.11%	Maintained
2689	JWCA J.W. Coons Advisors Columbus, Ohio	$473K	+$6.66K	1	0.12%	Increased
2690	MAM Mainsail Asset Management Birmingham, Alabama	$473K	$0	1	0.35%	Maintained
2691	JB Capital Wethersfield, Connecticut	$470K	-$209K	1	0.03%	Reduced
2692	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$468K	-$27.9K	1	0.37%	Reduced
2693	Laird Norton Wetherby Trust Company Seattle, Washington	$468K	$0	1	0.06%	Maintained
2694	CT Colonial Trust Spartanburg, South Carolina	$466K	+$69.7K	3	0.07%	Increased
2695	Caxton Associates (New York) New York	$465K	-$23.7M	1	0.02%	Reduced
2696	CFG Copley Financial Group San Diego, California	$463K	+$434K	1	0.42%	New
2697	Winton Group London, United Kingdom	$460K	-$4.35M	1	0.03%	Reduced
2698	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$460K	-$768	1	0.18%	Reduced
2699	NAS NWF Advisory Services Los Angeles, California	$460K	$0	1	0.07%	Maintained
2700	WSWA Warren Street Wealth Advisors Newport Beach, California	$460K	+$206K	2	0.19%	Increased