← 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 AllSquare Wealth Management Albany, New York	$457K	$0	3	0.26%	Maintained
2702	PWMG Pioneer Wealth Management Group Austin, Texas	$457K	$0	1	0.22%	Maintained
2703	SPWM Schrum Private Wealth Management St. Augustine, Florida	$456K	+$377K	1	0.24%	New
2704	TCWM Total Clarity Wealth Management St. Charles, Illinois	$456K	+$59.2K	1	0.15%	Increased
2705	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$456K	+$224K	2	0.1%	Increased
2706	RFS Richardson Financial Services Medway, Massachusetts	$455K	+$4.92K	2	0.29%	Increased
2707	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$452K	+$6.14K	1	0.04%	Increased
2708	CSA Cottage Street Advisors Marion, Massachusetts	$452K	-$32K	1	0.25%	Reduced
2709	BFG Beacon Financial Group Dallas, Texas	$452K	-$41K	1	0.05%	Reduced
2710	HP Hyperion Partners Berwyn, Pennsylvania	$452K	-$2.31K	1	0.29%	Reduced
2711	RA Rise Advisors Rochester, New York	$451K	-$30.5K	4	0.22%	Reduced
2712	LIA LBMC Investment Advisors Brentwood, Tennessee	$451K	$0	1	0.04%	Maintained
2713	ACP Aveo Capital Partners Englewood, Colorado	$450K	+$42.5K	1	0.05%	Increased
2714	VA Verdad Advisers Boston, Massachusetts	$449K	+$421K	1	0.6%	New
2715	SWM Silverlake Wealth Management Williston, Vermont	$449K	+$185K	2	0.17%	Increased
2716	CFP Cascade Financial Partners San Diego, California	$449K	+$156K	2	0.06%	Increased
2717	WTG West Tower Group Richmond, Virginia	$447K	+$259K	1	0.96%	Increased
2718	IFU iSAM Funds (UK) London, United Kingdom	$447K	-$411K	1	0.25%	Reduced
2719	T TOBAM Paris, France	$445K	-$36.9K	1	0.08%	Reduced
2720	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$443K	+$388K	2	0.03%	New
2721	Cohen & Steers New York	$441K	-$30.4K	2	0%	Reduced
2722	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$441K	+$399K	2	0.2%	New
2723	EIA Edgemoor Investment Advisors Bethesda, Maryland	$440K	+$41.9K	1	0.04%	Increased
2724	WCM WealthBridge Capital Management Westerville, Ohio	$440K	+$408K	2	0.13%	New
2725	AAIM Asset Advisors Investment Management Augusta, Georgia	$438K	$0	1	0.05%	Maintained