← 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	EW Element Wealth Ridgeland, Mississippi	$292K	+$1.34K	1	0.16%	Increased
2802	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$292K	$0	1	0.14%	Maintained
2803	PCA Peddock Capital Advisors Braintree, Massachusetts	$292K	-$803	1	0.08%	Reduced
2804	BWA Burt Wealth Advisors North Bethesda, Maryland	$291K	-$1.13M	1	0.08%	Reduced
2805	Sigma Investment Counselors Northville, Michigan	$291K	+$6.69K	1	0.02%	Increased
2806	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$290K	+$40.7K	1	0.23%	Increased
2807	Everett Harris & Co Los Angeles, California	$290K	+$73.6K	1	0%	Increased
2808	MW Members Wealth Media, Pennsylvania	$290K	+$208K	1	0.19%	New
2809	BIA Benchmark Investment Advisors Chicago, Illinois	$289K	$0	1	0.21%	Maintained
2810	FAM Forte Asset Management Bedford, New York	$289K	$0	1	0.17%	Maintained
2811	Permanent Capital Management Chicago, Illinois	$289K	+$206K	1	0.06%	New
2812	BFS Burkett Financial Services Rock Hill, South Carolina	$289K	-$13.1K	2	0.15%	Reduced
2813	JFS Wealth Advisors Hermitage, Pennsylvania	$289K	-$36.9K	5	0.02%	Reduced
2814	CHA Cooper/Haims Advisors Victor, New York	$289K	+$14.7K	1	0.16%	Increased
2815	CRA Financial Services Northfield, New Jersey	$288K	+$66.1K	1	0.06%	Increased
2816	FRA Front Row Advisors Tiburon, California	$288K	+$5.08K	3	0.1%	Increased
2817	Aspen Grove Capital Avon, Colorado	$288K	+$12K	1	0.07%	Increased
2818	Boothbay Fund Management New York	$288K	-$14.2M	2	0.01%	Reduced
2819	APA Astoria Portfolio Advisors New York	$287K	+$29.7K	1	0.1%	Increased
2820	PWAM Pinnacle West Asset Management Casper, Wyoming	$287K	+$2.68K	1	0.22%	Increased
2821	CFO Collective Family Office York, Pennsylvania	$286K	-$27.3K	1	0.08%	Reduced
2822	WI WBI Investments Red Bank, New Jersey	$285K	+$285K	1	0.07%	New
2823	FIM Fernwood Investment Management Quincy, Massachusetts	$284K	-$142K	1	0.09%	Reduced
2824	DFG Delta Financial Group Basking Ridge, New Jersey	$284K	-$66.9K	1	0.12%	Reduced
2825	Belvedere Trading Chicago, Illinois	$284K	+$149K	2	0%	Increased