← 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
2826	CFSG Clark Financial Services Group Chesterfield, Missouri	$651K	+$63.6K	2	0.31%	Increased
2827	TAM Tucker Asset Management Littleton, Colorado	$648K	-$631K	1	0.16%	Reduced
2828	VL Vima LLC Troy, Michigan	$646K	+$654K	3	0.63%	New
2829	ACM Alessandra Capital Management Torrance, California	$645K	-$168K	1	0.46%	Reduced
2830	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$645K	-$2.46K	1	0.12%	Reduced
2831	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$645K	+$605K	2	0.18%	Increased
2832	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$644K	-$127K	1	0.16%	Reduced
2833	VDC Van Diest Capital Poly City, Iowa	$643K	-$400K	2	0.58%	Reduced
2834	OFG Omega Financial Group Santa Barbara, California	$642K	$0	1	0.2%	Maintained
2835	EI Ecofi Investissements Nanterre, France	$642K	+$70.3K	1	2.3%	Increased
2836	HWA HHM Wealth Advisors Chattanooga, Tennessee	$642K	+$135K	5	0.06%	Increased
2837	BWS Broadway Wealth Solutions San Antonio, Texas	$641K	+$2.43K	2	0.3%	Increased
2838	CWA Crux Wealth Advisors Long Beach, California	$641K	-$121K	1	0.22%	Reduced
2839	TCM Thoma Capital Management Towson, Maryland	$640K	+$14.6K	1	0.34%	Increased
2840	OIS OneAscent Investment Solutions Birmingham, Alabama	$640K	-$421K	2	0.61%	Reduced
2841	PPA Pilgrim Partners Asia Singapore	$638K	+$181K	1	0.27%	Increased
2842	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$638K	+$27.3K	1	0.03%	Increased
2843	W WealthCollab Bellevue, Washington	$637K	-$62.2K	4	0.23%	Reduced
2844	Smithfield Trust Pittsburgh, Pennsylvania	$636K	-$149K	3	0.03%	Reduced
2845	EI EDMP Inc Lutz, Florida	$635K	$0	1	0.51%	Maintained
2846	SIS Strategic Investment Solutions Orland Park, Illinois	$635K	-$265K	4	0.15%	Reduced
2847	ACP Aviance Capital Partners Naples, Florida	$635K	-$20.2K	2	0.07%	Reduced
2848	EWP Elevation Wealth Partners Santa Rosa, California	$634K	+$278K	5	0.19%	Increased
2849	AG AmeriFlex Group Las Vegas, Nevada	$633K	-$109K	6	0.26%	Reduced
2850	AWA Ark Wealth Advisors Yorba Linda, California	$633K	+$349K	1	0.56%	Increased