← 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
2701	BW BXM Wealth Englewood, Colorado	$770K	+$221K	1	0.42%	Increased
2702	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$769K	-$4.16M	2	0.05%	Reduced
2703	IFU iSAM Funds (UK) London, United Kingdom	$768K	+$377K	1	0.54%	Increased
2704	ML Mayport LLC Newton, Massachusetts	$767K	+$660K	1	0.12%	Increased
2705	JMFC J.M. Forbes & Co Boston, Massachusetts	$766K	-$44K	1	0.06%	Reduced
2706	RSF Rik Saylor Financial Fairfield, Ohio	$765K	+$4.91K	1	0.51%	Increased
2707	BFG Berger Financial Group Plymouth, Minnesota	$762K	-$8.41K	2	0.04%	Reduced
2708	UWM Urban Wealth Management El Segundo, California	$758K	-$841K	2	0.66%	Reduced
2709	FS Financially Speaking Greenwood Village, Colorado	$757K	$0	1	3.68%	Maintained
2710	CPC Congress Park Capital Saratoga Springs, New York	$755K	-$847	2	0.2%	Reduced
2711	APW Allied Private Wealth Boca Raton, Florida	$755K	+$781K	3	0.48%	New
2712	MEAC M.E. Allison & Co San Antonio, Texas	$754K	-$107K	2	0.43%	Reduced
2713	SB Sunflower Bank Dallas, Texas	$753K	+$66.9K	2	0.18%	Increased
2714	MWM Maripau Wealth Management Fort Wayne, Indiana	$753K	+$213K	2	0.27%	Increased
2715	HCP Hexagon Capital Partners Rogers, Arkansas	$751K	-$87.1K	2	0.11%	Reduced
2716	FCA FLC Capital Advisors Palm Desert, California	$751K	-$73.1K	2	0.12%	Reduced
2717	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$749K	-$305K	1	0.15%	Reduced
2718	BMC Benin Management Corp Wilton, Connecticut	$747K	-$3.52K	2	0.15%	Reduced
2719	RGC Roberts, Glore & Co Deerfield, Illinois	$746K	+$260K	1	0.18%	Increased
2720	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$745K	+$866K	2	0.17%	Increased
2721	S Sunpointe St. Louis, Missouri	$744K	-$119K	2	0.21%	Reduced
2722	TCPW Twin City Private Wealth Winston-Salem, North Carolina	$735K	+$16.4K	1	0.52%	Increased
2723	LIA LBMC Investment Advisors Brentwood, Tennessee	$734K	+$307K	1	0.04%	Increased
2724	Geneva Capital Management Milwaukee, Wisconsin	$733K	+$118K	1	0.02%	Increased
2725	Chilton Capital Management Houston, Texas	$732K	-$74.8K	3	0.02%	Reduced