← 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	MP McDonald Partners Cleveland, Ohio	$252K	+$217K	1	0.07%	New
2752	RA Ruggaard & Associates Hudson, Ohio	$252K	+$225K	1	0.13%	New
2753	SIC Shoker Investment Counsel Oxford, Ohio	$252K	+$225K	1	0.1%	New
2754	CG Clifford Group Wayland, Massachusetts	$252K	+$217K	1	0.23%	New
2755	DA DCM Advisors New York	$252K	-$33K	1	0.09%	Reduced
2756	LAS Lloyd Advisory Services Suwanee, Georgia	$252K	-$6.63M	1	0.12%	Reduced
2757	MPCG Matrix Private Capital Group New York	$251K	$0	1	0.19%	Maintained
2758	Laird Norton Wetherby Trust Company Seattle, Washington	$250K	+$259K	1	0.03%	New
2759	IFPG Intrepid Financial Planning Group Carmel, Indiana	$249K	+$215K	1	0.12%	New
2760	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$249K	+$214K	1	0.19%	New
2761	TA Townsend & Associates Westminster, Colorado	$248K	+$202K	1	0.03%	New
2762	AIS American Investment Services Great Barrington, Massachusetts	$247K	+$221K	1	0.05%	New
2763	MAM MMA Asset Management Conshohocken, Pennsylvania	$246K	+$212K	1	0.13%	New
2764	OCM Objective Capital Management Pepper Pike, Ohio	$246K	+$212K	1	0.19%	New
2765	SAM SignalPoint Asset Management Springfield, Missouri	$246K	+$220K	1	0.07%	New
2766	FM Family Management New York	$246K	-$63.7K	1	0.05%	Reduced
2767	HC Hamilton Capital Columbus, Ohio	$246K	-$53.6K	1	0.02%	Reduced
2768	JWM JGP Wealth Management Bend, Oregon	$245K	+$211K	1	0.04%	New
2769	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$244K	-$13.1K	4	0.07%	Reduced
2770	MW MBL Wealth Charlotte, North Carolina	$244K	+$210K	1	0.03%	New
2771	MIA MainStreet Investment Advisors Chicago, Illinois	$244K	+$210K	1	0.03%	New
2772	FWM Forza Wealth Management Sarasota, Florida	$243K	+$209K	1	0.13%	New
2773	ACG Allen Capital Group Grand Island, Nebraska	$243K	+$209K	1	0.04%	New
2774	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$242K	+$3.56K	1	0.03%	Increased
2775	CD Chapin Davis Baltimore, Maryland	$242K	+$251K	1	0.1%	New