← 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	WE Wealth Effects Boston, Massachusetts	$233K	+$200K	1	0.09%	New
2802	MPW MGO Private Wealth Irvine, California	$232K	+$200K	1	0.16%	New
2803	VAM Vienna Asset Management Saratoga, California	$232K	+$249K	1	0.21%	New
2804	GIM Groesbeck Investment Management Paramus, New Jersey	$232K	-$164K	1	0.32%	Reduced
2805	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$232K	+$199K	1	0.21%	New
2806	OPPS Obsidian Personal Planning Solutions Rockville, Maryland	$232K	+$199K	1	0.18%	New
2807	CHA Cooper/Haims Advisors Victor, New York	$231K	-$50.4K	1	0.13%	Reduced
2808	FFA Florida Financial Advisors Tampa, Florida	$231K	+$201K	1	0.21%	New
2809	NCM Northside Capital Management Hood River, Oregon	$230K	+$205K	1	0.07%	New
2810	LWM LongView Wealth Management Atlanta, Georgia	$230K	+$199K	1	0.1%	New
2811	LWM Liberty Wealth Management Oakland, California	$230K	+$198K	1	0.05%	New
2812	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$230K	+$198K	1	0.24%	New
2813	SFS Sharp Financial Services Horsham, Pennsylvania	$230K	+$205K	1	0.25%	New
2814	LAS LWM Advisory Services Plantation, Florida	$227K	+$196K	1	0.2%	New
2815	HI Humankind Investments New York	$227K	+$195K	1	0.07%	New
2816	CBA Coastal Bridge Advisors Westport, Connecticut	$227K	-$53.4K	1	0.06%	Reduced
2817	MAM McLean Asset Management Tysons, Virginia	$227K	+$204K	1	0.08%	New
2818	GPFA Game Plan Financial Advisors Westlake, Ohio	$226K	+$234K	1	0.13%	New
2819	BCG Breakwater Capital Group Paramus, New Jersey	$226K	+$182K	1	0.06%	New
2820	AGC Aspen Grove Capital Avon, Colorado	$226K	+$205K	1	0.07%	New
2821	CFS CRA Financial Services Northfield, New Jersey	$226K	+$194K	1	0.06%	New
2822	BWG Balanced Wealth Group Westlake, Ohio	$225K	+$194K	1	0.12%	New
2823	TF Trek Financial Scottsdale, Arizona	$225K	+$193K	1	0.02%	New
2824	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$224K	+$193K	1	0.16%	New
2825	Everett Harris & Co Los Angeles, California	$224K	+$193K	1	0%	New