← 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	DA DCM Advisors New York	$393K	+$100K	1	0.16%	Increased
2702	PAG Powers Advisory Group Highland, Illinois	$392K	-$6.35K	1	0.22%	Reduced
2703	MFA Morling Financial Advisors Fremont, California	$392K	-$248K	1	0.22%	Reduced
2704	NCM Next Capital Management New York	$389K	+$373K	1	0.16%	New
2705	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$388K	-$30.3K	1	0.16%	Reduced
2706	MW MBL Wealth Charlotte, North Carolina	$387K	+$103K	1	0.04%	Increased
2707	JWCA J.W. Coons Advisors Columbus, Ohio	$386K	+$370K	1	0.09%	New
2708	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$384K	+$17.3K	1	0.06%	Increased
2709	SIA Sage Investment Advisers Wappingers Falls, New York	$384K	$0	1	0.44%	Maintained
2710	KIG Kennedy Investment Group West Depford, New Jersey	$384K	-$15.9K	1	0.2%	Reduced
2711	GLOBALT Investments Atlanta, Georgia	$383K	+$289	1	0.02%	Increased
2712	CCB Cutter & Co Brokerage Ballwin, Missouri	$383K	+$37.4K	1	0.09%	Increased
2713	RFA Register Financial Advisors Atlanta, Georgia	$382K	+$370K	3	0.2%	New
2714	SCM Sitrin Capital Management Century City, California	$381K	$0	1	0.21%	Maintained
2715	CCM CAAS Capital Management New York	$381K	+$379K	1	0.03%	New
2716	SWMP Signature Wealth Management Partners Montvale, New Jersey	$381K	$0	1	0.31%	Maintained
2717	PIA Pinion Investment Advisors Wichita, Kansas	$381K	-$6.35K	1	0.2%	Reduced
2718	FFA Fortune Financial Advisors Overland Park, Kansas	$380K	$0	1	0.24%	Maintained
2719	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$379K	-$39.8K	1	0.23%	Reduced
2720	TC Trilogy Capital Irvine, California	$379K	+$363K	1	0.02%	New
2721	WDG Wealth Dimensions Group Cincinnati, Ohio	$378K	-$19.9K	1	0.11%	Reduced
2722	WA Wambolt & Associates Littleton, Colorado	$377K	-$260M	1	0.11%	Reduced
2723	BFS Burkett Financial Services Rock Hill, South Carolina	$376K	-$14.4K	2	0.19%	Reduced
2724	ASBI American State Bank (Iowa) Sioux Center, Iowa	$376K	-$148K	1	0.25%	Reduced
2725	OFG Oxford Financial Group Carmel, Indiana	$375K	+$29.7K	1	0.03%	Increased