← 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
2751	PCM Presidio Capital Management San Diego, California	$714K	+$518K	2	0.18%	Increased
2752	SFS Sharp Financial Services Horsham, Pennsylvania	$714K	$0	1	0.33%	Maintained
2753	OWA One Wealth Advisors San Francisco, California	$713K	+$355K	2	0.08%	Increased
2754	TWM Trueblood Wealth Management Lima, Ohio	$713K	-$215K	3	0.25%	Reduced
2755	PPWM Paragon Private Wealth Management Lexington, Kentucky	$713K	-$1.21M	2	0.19%	Reduced
2756	WA WealthTrust Axiom Wayne, Pennsylvania	$712K	+$710K	1	0.16%	New
2757	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$712K	-$51K	2	0.28%	Reduced
2758	PCS Private Client Services Louisville, Kentucky	$712K	-$117K	1	0.19%	Reduced
2759	IAS Integrity Advisory Solutions Dallas, Texas	$711K	+$35.6K	1	0.07%	Increased
2760	JWM JGP Wealth Management Bend, Oregon	$710K	-$341K	1	0.06%	Reduced
2761	RFN Redwood Financial Network Solon, Ohio	$710K	-$30.8K	2	0.39%	Reduced
2762	UIM Unified Investment Management Atlanta, Georgia	$709K	-$73.5K	1	0.65%	Reduced
2763	VWM Vigilare Wealth Management Scottsdale, Arizona	$709K	-$343K	1	0.22%	Reduced
2764	AFM Abbot Financial Management Andover, Massachusetts	$708K	-$18.5K	2	0.24%	Reduced
2765	JCFM JBR Co Financial Management Ardmore, Oklahoma	$707K	-$98.8K	1	0.26%	Reduced
2766	TIM Titan Investment Management Indianapolis, Indiana	$707K	+$6.96K	1	0.52%	Increased
2767	ESC Eurizon SLJ Capital London,	$706K	$0	3	0.26%	Maintained
2768	CAG Cypress Advisory Group Scottsdale, Arizona	$706K	-$52.8K	1	0.55%	Reduced
2769	CAS CTC Alternative Strategies Chicago, Illinois	$705K	+$791K	1	1.02%	New
2770	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$704K	-$166K	2	0.08%	Reduced
2771	NFP Narus Financial Partners Salt Lake City, Utah	$704K	+$314K	2	0.18%	Increased
2772	PA PSI Advisors Tampa, Florida	$703K	+$246K	1	0.16%	Increased
2773	SWM StoneCrest Wealth Management Chandler, Arizona	$703K	-$227K	1	0.22%	Reduced
2774	TIA Traphagen Investment Advisors Oradell, New Jersey	$701K	+$121K	1	0.05%	Increased
2775	AFP Advus Financial Partners Winter Park, Florida	$701K	+$784K	1	0.2%	New