← 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	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$365K	+$50.7K	1	0.27%	Increased
2802	APA Astoria Portfolio Advisors New York	$364K	+$37.9K	1	0.12%	Increased
2803	PIA Powell Investment Advisors Miami, Florida	$359K	-$141K	1	0.17%	Reduced
2804	BCP Berkeley Capital Partners Milton, Georgia	$359K	$0	1	0.1%	Maintained
2805	GCM Gallacher Capital Management Lone Tree, Colorado	$358K	-$805K	1	0.16%	Reduced
2806	CCM Consolidated Capital Management Burbank, California	$358K	+$1.02K	1	0.16%	Increased
2807	WG Wealth Group Raleigh, North Carolina	$357K	+$16.9K	1	0.24%	Increased
2808	TWP Tempus Wealth Planning Irvine, California	$357K	+$53K	1	0.13%	Increased
2809	DWA Delap Wealth Advisory Lake Oswego, Oregon	$356K	+$333K	1	0.23%	New
2810	LP LGL Partners Philadelphia, Pennsylvania	$356K	-$11.5K	1	0.05%	Reduced
2811	A AlphaQuest New York	$355K	+$5.71K	1	0.03%	Increased
2812	RFA Resurgent Financial Advisors Atlanta, Georgia	$355K	+$256	1	0.21%	Increased
2813	BMCM Burns Matteson Capital Management Corning, New York	$353K	+$325K	1	0.2%	New
2814	LWM Lodestone Wealth Management Spokane, Washington	$353K	-$24.6K	1	0.18%	Reduced
2815	DWM Darwin Wealth Management Tampa, Florida	$351K	-$2.71M	2	0.1%	Reduced
2816	BFAG Blackston Financial Advisory Group The Villages, Florida	$349K	+$52.5K	1	0.18%	Increased
2817	PAG Powers Advisory Group Highland, Illinois	$348K	+$256	1	0.17%	Increased
2818	AWM Adams Wealth Management Logan, Utah	$347K	+$287K	1	0.07%	New
2819	CI CacheTech Inc Logan, Utah	$347K	+$287K	1	0.07%	New
2820	JF Joule Financial Lexington, Kentucky	$347K	-$79.4K	1	0.13%	Reduced
2821	SCM Sitrin Capital Management Century City, California	$347K	$0	1	0.17%	Maintained
2822	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$346K	+$6.14K	1	0.18%	Increased
2823	CG Corundum Group Colorado Springs, Colorado	$346K	-$37.8K	1	0.16%	Reduced
2824	AWA Adapt Wealth Advisors Atlanta, Georgia	$346K	$0	1	0.19%	Maintained
2825	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$345K	+$323K	1	0.09%	New