← 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	Inspire Investing Meridian, Idaho	$356K	-$14.2M	1	0.04%	Reduced
2752	TA TrueWealth Advisors Birmingham, Alabama	$355K	+$340K	1	0.14%	New
2753	Kavar Capital Partners Group Leawood, Kansas	$355K	-$340K	1	0.07%	Reduced
2754	YWM Yoder Wealth Management Walnut Creek, California	$354K	-$6.35K	1	0.23%	Reduced
2755	BBNA Bremer Bank National Association St Paul, Minnesota	$353K	-$268K	1	0.07%	Reduced
2756	Deerfield Management New York	$353K	+$327K	1	0.01%	New
2757	JF Joule Financial Lexington, Kentucky	$352K	-$65.8K	1	0.15%	Reduced
2758	SAM S.A. Mason Holland, Michigan	$352K	+$121K	1	0.21%	Increased
2759	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$351K	-$162K	1	0.29%	Reduced
2760	Heritage Wealth Advisors Richmond, Virginia	$348K	$0	2	0.02%	Maintained
2761	Ignite Planners San Clemente, California	$346K	-$3.46K	1	0.1%	Reduced
2762	Easterly Investment Partners Beverly, Massachusetts	$345K	+$320K	1	0.03%	New
2763	VF Vawter Financial Columbus, Ohio	$344K	$0	1	0.25%	Maintained
2764	Capital Advisors Ltd Shaker Heights, Ohio	$343K	+$13.3K	4	0.04%	Increased
2765	PCA Peddock Capital Advisors Braintree, Massachusetts	$342K	$0	1	0.09%	Maintained
2766	TBC Ted Buchan & Co San Diego, California	$342K	+$328K	1	0.21%	New
2767	RH RFG Holdings Argyle, Texas	$342K	+$327K	1	0.14%	New
2768	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$342K	-$7.21K	1	0.17%	Reduced
2769	EW Element Wealth Ridgeland, Mississippi	$341K	-$7.79K	1	0.2%	Reduced
2770	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$341K	-$7.61M	2	0.28%	Reduced
2771	FAM Forte Asset Management Bedford, New York	$339K	$0	1	0.21%	Maintained
2772	Asset Advisors Investment Management Augusta, Georgia	$339K	$0	1	0.04%	Maintained
2773	BIA Benchmark Investment Advisors Chicago, Illinois	$339K	-$51.4K	1	0.27%	Reduced
2774	WAM Werlinich Asset Management Stamford, Connecticut	$338K	$0	1	0.22%	Maintained
2775	Algert Global San Francisco, California	$338K	+$313K	1	0.01%	New