← 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	DA DCM Advisors New York	$409K	-$21.8K	1	0.21%	Reduced
2752	GAA Guardian Asset Advisors Mechanicsburg, Pennsylvania	$408K	+$382K	1	0.28%	New
2753	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$404K	$0	1	0.15%	Maintained
2754	HWM Hemington Wealth Management Falls Church, Virginia	$404K	+$355K	5	0.11%	New
2755	PAG Paladin Advisory Group Clive, Iowa	$403K	-$4.61K	2	0.3%	Reduced
2756	PIA Pinion Investment Advisors Wichita, Kansas	$403K	+$16.9K	1	0.17%	Increased
2757	ATC Adirondack Trust Company Saratoga Springs, New York	$402K	+$23.3K	2	0.15%	Increased
2758	SMC Smith, Moore & Co Clayton, Missouri	$402K	-$437K	1	0.04%	Reduced
2759	GD Grandfield & Dodd New York	$401K	-$1.79K	1	0.02%	Reduced
2760	STA Smith Thornton Advisors Huntsville, Alabama	$400K	-$10.5K	1	0.26%	Reduced
2761	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$400K	+$26.1K	5	0.03%	Increased
2762	GFPC Global Financial Private Client Sarasota, Florida	$399K	+$31K	3	0.16%	Increased
2763	MWM Mattern Wealth Management Lawrence, Kansas	$395K	-$25.1K	1	0.09%	Reduced
2764	PWA Prairie Wealth Advisors Omaha, Nebraska	$394K	-$7.37K	1	0.19%	Reduced
2765	SCM Sterneck Capital Management Kansas City, Missouri	$394K	-$186K	1	0.21%	Reduced
2766	SWA SOA Wealth Advisors New York	$393K	-$27.4K	3	0.08%	Reduced
2767	AAG Armstrong Advisory Group Needham, Massachusetts	$393K	+$82.8K	4	0.03%	Increased
2768	LW Lauer Wealth Valparaiso, Indiana	$391K	-$12.2K	1	0.3%	Reduced
2769	MWA Muirfield Wealth Advisors Charlotte, North Carolina	$390K	+$83K	1	0.33%	Increased
2770	KWMG King Wealth Management Group Naples, Florida	$389K	-$353K	1	0.06%	Reduced
2771	SFPG Stonebridge Financial Planning Group Orlando, Florida	$389K	-$9.73K	1	0.19%	Reduced
2772	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$388K	+$33.8K	1	0.06%	Increased
2773	Close Asset Management London, United Kingdom	$388K	-$132K	1	0.01%	Reduced
2774	HBS Howard Bailey Securities Fort Wayne, Indiana	$386K	+$355K	1	0.15%	New
2775	VC Veery Capital Wilmington, Delaware	$386K	+$7.68K	1	0.14%	Increased