← 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
2726	RIS Retirement Income Solutions Ann Arbor, Michigan	$731K	$0	2	0.13%	Maintained
2727	FWM Foguth Wealth Management Brighton, Michigan	$730K	+$58K	1	0.08%	Increased
2728	LCM Logan Capital Management Newtown Square, Pennsylvania	$730K	+$869K	2	0.03%	New
2729	TWM Triton Wealth Management Sun City, Arizona	$728K	-$45.2K	2	0.22%	Reduced
2730	JCM Jacobsen Capital Management Salt Lake City, Utah	$728K	-$49.6K	2	0.21%	Reduced
2731	BAM Bosun Asset Management Chicago, Illinois	$727K	-$234K	1	0.37%	Reduced
2732	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$727K	-$333K	1	0.07%	Reduced
2733	SBCM Silverberg Bernstein Capital Management Armonk, New York	$727K	+$409K	1	0.28%	Increased
2734	MAG Members Advisory Group Williamsville, New York	$726K	+$724K	1	0.2%	New
2735	FP Fiduciary Planning Englewood, Florida	$725K	+$44.2K	1	0.19%	Increased
2736	SFC SYM Financial Corp Winona Lake, Indiana	$725K	-$953K	2	0.06%	Reduced
2737	CIG Cascade Investment Group Colorado Springs, Colorado	$725K	-$268K	2	0.41%	Reduced
2738	CFG Certior Financial Group King Of Prussia, Pennsylvania	$723K	+$5.18K	1	0.4%	Increased
2739	FDS First Dallas Securities Dallas, Texas	$723K	-$109K	1	0.24%	Reduced
2740	KA Kozak & Associates Highlands Ranch, Colorado	$722K	+$28.9K	4	0.13%	Increased
2741	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$721K	+$54K	2	0.08%	Increased
2742	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$720K	+$381K	1	0.14%	Increased
2743	WF WinCap Financial Boston, Massachusetts	$719K	+$55.2K	1	0.39%	Increased
2744	MAG Meadowbrook Advisors Group Bedminster, New Jersey	$719K	-$433K	2	0.38%	Reduced
2745	SHFG S Harris Financial Group San Antonio, Texas	$719K	-$113K	2	0.56%	Reduced
2746	NIM Northeast Investment Management Boston, Massachusetts	$719K	-$2.97M	1	0.03%	Reduced
2747	SWM Salvus Wealth Management Red Bank, New Jersey	$717K	-$83.3K	1	0.4%	Reduced
2748	SP Symmetry Partners Glastonbury, Connecticut	$717K	+$362K	2	0.04%	Increased
2749	Aviso Financial Toronto, Ontario, Canada	$717K	-$29.3K	2	0.02%	Reduced
2750	WC Westerkirk Capital Victoria,	$716K	$0	3	0.07%	Maintained