← 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	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$52.4K	-$21.5K	3	0.02%	Reduced
2702	RWM Raffa Wealth Management Washington, District of Columbia	$52K	$0	4	0.02%	Maintained
2703	CTA Colonial Trust Advisors Spartanburg, South Carolina	$50.5K	+$3.09K	4	0.01%	Increased
2704	Close Asset Management London, United Kingdom	$50K	$0	1	0%	Maintained
2705	ICM Intrepid Capital Management Jacksonville Beach, Florida	$49.9K	+$48.2K	1	0.04%	New
2706	CFS CGC Financial Services Lake Oswego, Oregon	$47.3K	+$45.6K	2	0.03%	New
2707	PHS Pekin Hardy Strauss Chicago, Illinois	$45.5K	+$29.7K	1	0.01%	New
2708	SIC SJS Investment Consulting Sylvania, Ohio	$44.6K	+$25K	5	0.01%	Increased
2709	PCFFS Pacific Center for Financial Services San Ramon, California	$43.1K	$0	1	0.01%	Maintained
2710	RA Rise Advisors Rochester, New York	$42.6K	-$14.4K	4	0.03%	Reduced
2711	TCM Tradewinds Capital Management Bellingham, Washington	$41.5K	+$193	4	0.01%	Increased
2712	MHR Matthew Hamilton Rosenberg	$41K	-$29K	1	0.01%	Reduced
2713	HMS Hanseatic Management Services Albuquerque, New Mexico	$40K	+$38.2K	1	0.07%	New
2714	HWP Highline Wealth Partners Sherman Oaks, California	$37.8K	$0	1	0.02%	Maintained
2715	SFG Steward Financial Group Colleyville, Texas	$36K	-$5.58K	2	0.01%	Reduced
2716	NIC Northwest Investment Counselors Lake Oswego, Oregon	$36K	+$408	2	0.01%	Increased
2717	MG MilWealth Group Milwaukee, Wisconsin	$34.9K	$0	1	0.01%	Maintained
2718	PCTC Perkins Coie Trust Company Seattle, Washington	$34.6K	$0	1	0.01%	Maintained
2719	MIM Macroview Investment Management Bethesda, Maryland	$34.6K	-$12.2K	2	0.05%	Reduced
2720	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$34.5K	-$195K	2	0%	Reduced
2721	NC NewSquare Capital Newtown Square, Pennsylvania	$33.1K	-$15.3K	2	0%	Reduced
2722	TD Ameritrade Investment Management Omaha, Nebraska	$33K	-$14.3K	2	0%	Reduced
2723	IWP IAG Wealth Partners Waukesha, Wisconsin	$31.7K	+$6.12K	1	0.01%	Increased
2724	SGC Slocum, Gordon & Co Newport, Rhode Island	$31.7K	$0	1	0.02%	Maintained
2725	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$31.1K	$0	2	0.01%	Maintained