← 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
2801	Catalyst Capital Advisors Huntington, New York	$675K	-$2.4M	2	0.01%	Reduced
2802	SCA Sandy Cove Advisors Hingham, Massachusetts	$674K	-$22.3K	3	0.17%	Reduced
2803	HTI Hikari Tsushin Inc Tokyo, Japan	$673K	+$1.23K	1	0.04%	Increased
2804	APW Aurora Private Wealth Rockaway, New Jersey	$673K	-$308K	2	0.43%	Reduced
2805	DOA D'Orazio & Associates Falls Church, Virginia	$672K	-$556K	2	0.08%	Reduced
2806	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$671K	-$193K	2	0.12%	Reduced
2807	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$670K	+$213K	4	0.24%	Increased
2808	WA WPG Advisers Baltimore, Maryland	$669K	+$72.4K	4	0.39%	Increased
2809	DP DDD Partners Bellevue, Washington	$664K	-$14M	1	0.04%	Reduced
2810	CNBOF City National Bank of Florida Miami, Florida	$664K	-$342K	2	0.28%	Reduced
2811	I InceptionR Lafayette, California	$662K	-$232K	2	0.16%	Reduced
2812	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$662K	-$11.8K	2	0.1%	Reduced
2813	KIG Kennedy Investment Group West Depford, New Jersey	$661K	+$126K	1	0.22%	Increased
2814	FAN Financial Advisors Network Tustin, California	$659K	-$164K	1	0.08%	Reduced
2815	MWM Melfa Wealth Management Westborough, Massachusetts	$658K	+$23.1K	1	0.36%	Increased
2816	SM Sweeney & Michel Chico, California	$656K	-$269K	1	0.17%	Reduced
2817	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$655K	-$201K	2	0.13%	Reduced
2818	PCG PFC Capital Group Los Angeles, California	$654K	-$53K	2	0.25%	Reduced
2819	5NPW 55 North Private Wealth Winter Park, Florida	$654K	+$281K	2	0.13%	Increased
2820	PW Paladin Wealth Arden Hills, Minnesota	$653K	+$209K	1	0.38%	Increased
2821	DI Decision Investments San Diego, California	$653K	+$196K	2	0.59%	Increased
2822	Acorns Advisers Irvine, California	$653K	+$182K	2	0%	Increased
2823	RF Roxbury Financial Mount Arlington, New Jersey	$653K	+$108K	3	0.52%	Increased
2824	CWA Consilio Wealth Advisors Bellevue, Washington	$652K	-$29.4K	2	0.16%	Reduced
2825	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$651K	-$68.4K	1	0.64%	Reduced