← 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	BSHC Breed's Hill Capital Charlestown, Massachusetts	$321K	$0	1	0.3%	Maintained
2802	RWIA Roger Wittlin Investment Advisory San Francisco, California	$321K	$0	1	0.23%	Maintained
2803	PWP Phillips Wealth Planners Starkville, Mississippi	$320K	+$48.2K	1	0.37%	Increased
2804	FRA Front Row Advisors Tiburon, California	$320K	+$75.8K	3	0.12%	Increased
2805	LA LexAurum Advisors Overland Park, Kansas	$320K	$0	1	0.08%	Maintained
2806	CT Colonial Trust Spartanburg, South Carolina	$319K	+$5.44K	4	0.06%	Increased
2807	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$319K	+$9.23K	1	0.07%	Increased
2808	NRI NFP Retirement Inc Aliso Viejo, California	$319K	-$15.1K	1	0.03%	Reduced
2809	RI Ridgewood Investments Springfield, New Jersey	$317K	-$16.7K	1	0.17%	Reduced
2810	SWM SFG Wealth Management Towson, Maryland	$316K	+$6.92K	1	0.19%	Increased
2811	CAM CenterStar Asset Management Chicago, Illinois	$316K	+$303K	1	0.1%	New
2812	EFA Evernest Financial Advisors Carmel, Indiana	$315K	+$47.9K	1	0.15%	Increased
2813	MHS M Holdings Securities Portland, Oregon	$315K	+$292K	1	0.05%	New
2814	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$314K	+$19.3K	1	0.05%	Increased
2815	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$314K	+$291K	1	0.07%	New
2816	CIA Capital Impact Advisors Boston, Massachusetts	$314K	-$684K	1	0.41%	Reduced
2817	T Tidemark San Diego, California	$312K	-$4.93K	3	0.17%	Reduced
2818	CCWM Correct Capital Wealth Management Clayton, Missouri	$312K	-$3.46K	1	0.07%	Reduced
2819	OCM Objective Capital Management Pepper Pike, Ohio	$312K	+$28.9K	1	0.21%	Increased
2820	EC EntryPoint Capital New York	$311K	-$122K	5	0.28%	Reduced
2821	MWA Muirfield Wealth Advisors Charlotte, North Carolina	$311K	$0	1	0.3%	Maintained
2822	SWM Silverlake Wealth Management Williston, Vermont	$309K	+$7.21K	1	0.16%	Increased
2823	GAG Goodman Advisory Group Needham, Massachusetts	$308K	$0	1	0.1%	Maintained
2824	SFP Sweet Financial Partners Fairmont, Minnesota	$308K	+$7.21K	1	0.07%	Increased
2825	TFM TFC Financial Management Boston, Massachusetts	$308K	+$35.4K	4	0.05%	Increased