← 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
2776	GA GSG Advisors Mount Laurel, New Jersey	$338K	-$27.7K	1	0.12%	Reduced
2777	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$337K	-$982K	1	0.36%	Reduced
2778	PA PSI Advisors Tampa, Florida	$337K	-$871K	3	0.12%	Reduced
2779	EIA Edgemoor Investment Advisors Bethesda, Maryland	$336K	$0	1	0.03%	Maintained
2780	PMFA Plante Moran Financial Advisors Southfield, Michigan	$336K	-$103K	3	0.04%	Reduced
2781	Laird Norton Wetherby Trust Company Seattle, Washington	$335K	$0	1	0.05%	Maintained
2782	SIC Sigma Investment Counselors Northville, Michigan	$333K	+$3.75K	1	0.02%	Increased
2783	MAM Montchanin Asset Management Montchanin, Delaware	$333K	+$308K	1	0.33%	New
2784	PWAM Pinnacle West Asset Management Casper, Wyoming	$333K	$0	1	0.26%	Maintained
2785	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$332K	+$182K	5	0.03%	Increased
2786	BM Belfer Management New York	$332K	+$1.73K	1	5.98%	Increased
2787	CGF Constant Guidance Financial Attleboro Falls, Massachusetts	$332K	+$313K	1	0.31%	New
2788	PWS Precision Wealth Strategies Saint Louis, Missouri	$332K	-$94.1K	1	0.31%	Reduced
2789	MCM Mengis Capital Management Portland, Oregon	$331K	-$57.7K	1	0.05%	Reduced
2790	CG Corundum Group Colorado Springs, Colorado	$331K	-$18.2K	1	0.16%	Reduced
2791	NFG Nadler Financial Group Deerfield, Illinois	$331K	+$317K	1	0.04%	New
2792	CBA Coastal Bridge Advisors Westport, Connecticut	$330K	+$67.5K	1	0.08%	Increased
2793	WFA Wellspring Financial Advisors Cleveland, Ohio	$328K	+$30.6K	1	0.05%	Increased
2794	NWMG National Wealth Management Group Cincinnati, Ohio	$328K	-$380K	1	0.25%	Reduced
2795	WC Wexford Capital West Palm Beach, Florida	$326K	+$758	1	0.07%	Increased
2796	SIS Sound Income Strategies Ft Lauderdale, Florida	$326K	+$133K	5	0.02%	Increased
2797	BCM Blume Capital Management Berkeley, California	$326K	$0	3	0.08%	Maintained
2798	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$325K	+$311K	1	0.09%	New
2799	AGC Aspen Grove Capital Avon, Colorado	$324K	+$49.3K	1	0.09%	Increased
2800	OW Olistico Wealth Tulsa, Oklahoma	$322K	-$644K	1	0.23%	Reduced