← 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	BCM Blume Capital Management Berkeley, California	$384K	+$6.72K	3	0.09%	Increased
2777	T Tidemark San Diego, California	$384K	+$18.5K	3	0.16%	Increased
2778	IA IFG Advisors St. Louis, Missouri	$383K	$0	1	0.08%	Maintained
2779	CFIA Cantor Fitzgerald Investment Advisors New York	$383K	+$359K	1	0.03%	New
2780	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$383K	$0	1	0.07%	Maintained
2781	BWA Burt Wealth Advisors North Bethesda, Maryland	$383K	-$36.8K	1	0.09%	Reduced
2782	FI Finivi Inc Westborough, Massachusetts	$383K	-$1.18M	1	0.31%	Reduced
2783	SSA Sierra Summit Advisors Incline Village, Nevada	$380K	-$8.24M	1	0.09%	Reduced
2784	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$380K	+$356K	1	0.02%	New
2785	LPAM Lodestar Private Asset Management Alamo, California	$379K	-$5.63K	1	0.05%	Reduced
2786	GSB Greenfield Savings Bank Greenfield, Massachusetts	$379K	+$354K	1	0.18%	New
2787	SM Sweeney & Michel Chico, California	$378K	+$3.07K	1	0.15%	Increased
2788	PWS Proactive Wealth Strategies Marietta, Georgia	$378K	+$348K	1	0.21%	New
2789	BLAM Bourne Lent Asset Management Pawling, New York	$376K	$0	1	0.14%	Maintained
2790	SWA Strata Wealth Advisors Dallas, Texas	$374K	+$33K	1	0.12%	Increased
2791	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$374K	+$348K	2	0.06%	New
2792	AW Apricus Wealth Beaufort, South Carolina	$372K	$0	1	0.25%	Maintained
2793	CAL Capital Advisors Ltd Shaker Heights, Ohio	$371K	+$15.7K	4	0.05%	Increased
2794	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$370K	+$43.1K	4	0.13%	Increased
2795	YCG Yeomans Consulting Group Marietta, Georgia	$370K	+$305K	1	0.14%	New
2796	VAM Verity Asset Management Durham, North Carolina	$370K	-$129K	1	0.14%	Reduced
2797	AIP Almanack Investment Partners Wayne, Pennsylvania	$369K	+$304K	1	0.06%	New
2798	BFA Brendel Financial Advisors Hanover, New Hampshire	$368K	+$368	1	0.21%	Increased
2799	PMFA Plante Moran Financial Advisors Southfield, Michigan	$366K	-$30.1K	3	0.03%	Reduced
2800	SWM Scissortail Wealth Management Tulsa, Oklahoma	$365K	-$322K	1	0.09%	Reduced