← 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	ML McAdam LLC Philadelphia, Pennsylvania	$438K	-$149K	2	0.02%	Reduced
2727	Welch Group Birmingham, Alabama	$437K	+$184K	1	0.02%	Increased
2728	SHFP Second Half Financial Partners Sebring, Florida	$436K	+$400K	1	0.23%	New
2729	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$435K	-$2.93M	1	0.76%	Reduced
2730	LA Latitude Advisors Vero Beach, Florida	$435K	+$403K	2	0.25%	New
2731	FFM Fullerton Fund Management Singapore	$433K	-$23.3M	1	0.02%	Reduced
2732	GAA Green Alpha Advisors Niwot, Colorado	$431K	+$51.7K	1	0.34%	Increased
2733	PPG Peak Planning Group Centennial, Colorado	$430K	-$10.3K	1	0.19%	Reduced
2734	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$430K	+$395K	1	0.07%	New
2735	RA Ransom Advisory Providence, Rhode Island	$429K	-$44.8K	1	0.2%	Reduced
2736	JFA JNBA Financial Advisors Bloomington, Minnesota	$428K	-$15.3K	1	0.04%	Reduced
2737	RA Rational Advisors Huntington, New York	$426K	+$105K	1	0.04%	Increased
2738	FIM FWL Investment Management Dallas, Texas	$426K	+$209K	3	0.16%	Increased
2739	SIC SJS Investment Consulting Sylvania, Ohio	$425K	+$271K	5	0.08%	Increased
2740	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$424K	$0	1	0.34%	Maintained
2741	WP WMS Partners Towson, Maryland	$422K	+$11K	1	0.02%	Increased
2742	PCM Presidio Capital Management San Diego, California	$420K	+$386K	1	0.27%	New
2743	WIA Wetzel Investment Advisors Indianapolis, Indiana	$420K	-$21.8K	1	0.21%	Reduced
2744	WTA Washington Trust Advisors Wellesley, Massachusetts	$420K	-$136K	3	0.04%	Reduced
2745	RTC Riverview Trust Company Vancouver, Washington	$417K	+$18.3K	4	0.37%	Increased
2746	FIM Fernwood Investment Management Quincy, Massachusetts	$416K	-$1.38K	1	0.14%	Reduced
2747	RP Riverwater Partners Milwaukee, Wisconsin	$415K	-$3.8K	1	0.21%	Reduced
2748	GPA Garrison Point Advisors Walnut Creek, California	$415K	$0	1	0.26%	Maintained
2749	MPCA Madison Park Capital Advisors Seattle, Washington	$411K	$0	1	0.31%	Maintained
2750	RIS Retirement Income Solutions Ann Arbor, Michigan	$409K	-$3.59K	1	0.09%	Reduced