← 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	BSHC Breed's Hill Capital Charlestown, Massachusetts	$281K	+$241K	1	0.27%	New
2702	Kayne Anderson Rudnick Investment Management Los Angeles, California	$281K	+$78.6K	3	0%	Increased
2703	LA LexAurum Advisors Overland Park, Kansas	$279K	-$19.2K	1	0.07%	Reduced
2704	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$278K	+$239K	1	0.22%	New
2705	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$278K	+$13.9K	1	0.04%	Increased
2706	CT Colonial Trust Spartanburg, South Carolina	$277K	-$9.81K	2	0.06%	Reduced
2707	KFG Kingdom Financial Group Peoria, Arizona	$277K	+$238K	1	0.24%	New
2708	CW Channel Wealth Santa Barbara, California	$276K	$0	1	0.13%	Maintained
2709	CCWM Correct Capital Wealth Management Clayton, Missouri	$276K	+$237K	1	0.07%	New
2710	WRM Weybosset Research & Management Province, Rhode Island	$275K	+$11.3K	1	0.1%	Increased
2711	MWA Muirfield Wealth Advisors Charlotte, North Carolina	$272K	+$234K	1	0.29%	New
2712	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$271K	+$2.14K	1	0.08%	Increased
2713	FFA Founders Financial Alliance Raleigh, North Carolina	$271K	-$17.7K	1	0.11%	Reduced
2714	PWP Phillips Wealth Planners Starkville, Mississippi	$271K	-$18.3K	1	0.33%	Reduced
2715	MIAS Mason Investment Advisory Services Reston, Virginia	$271K	$0	1	0.02%	Maintained
2716	BCM Blume Capital Management Berkeley, California	$270K	+$6.6K	3	0.07%	Increased
2717	SWM SFG Wealth Management Towson, Maryland	$270K	$0	1	0.18%	Maintained
2718	GAG Goodman Advisory Group Needham, Massachusetts	$269K	-$760K	1	0.09%	Reduced
2719	HB Horizon Bancorp Michigan City, Indiana	$268K	-$41.6K	3	0.13%	Reduced
2720	BWM BlackDiamond Wealth Management New York	$268K	+$210K	1	0.2%	New
2721	PIMG Patriot Investment Management Group Knoxville, Tennessee	$268K	-$73.8K	1	0.02%	Reduced
2722	Clifford Swan Investment Counsel Pasadena, California	$268K	$0	1	0.01%	Maintained
2723	FFG Frisch Financial Group Melville, New York	$267K	$0	1	0.1%	Maintained
2724	KIG Kowal Investment Group Brookfield, Wisconsin	$266K	+$238K	1	0.06%	New
2725	AR Apeiron RIA Dallas, Texas	$265K	+$228K	1	0.08%	New