← 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	ACM Armbruster Capital Management Pittsford, New York	$224K	+$200K	1	0.05%	New
2827	QFA Quantum Financial Advisors El Segundo, California	$223K	+$191K	1	0.05%	New
2828	LCM LRT Capital Management Austin, Texas	$222K	+$191K	1	0.21%	New
2829	AC ASB Consultores Aventura, Florida	$222K	+$191K	1	0.07%	New
2830	GWM GSB Wealth Management Guilford, Connecticut	$221K	$0	1	0.07%	Maintained
2831	Grimes & Company Westborough, Massachusetts	$221K	+$190K	1	0.01%	New
2832	AWA Archvest Wealth Advisors Concord, California	$220K	+$189K	1	0.17%	New
2833	AWM Altus Wealth Management Ft Mitchell, Kentucky	$220K	-$15.5K	1	0.13%	Reduced
2834	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$220K	+$172K	1	0.06%	New
2835	MWM Mosley Wealth Management Anaheim, California	$219K	+$189K	1	0.22%	New
2836	VFA Values First Advisors Gray, Tennessee	$219K	+$195K	1	0.13%	New
2837	BP BBR Partners New York	$219K	+$195K	1	0.02%	New
2838	P8IP Pier 88 Investment Partners San Francisco, California	$218K	-$106K	1	0.05%	Reduced
2839	WPA West Paces Advisors Atlanta, Georgia	$218K	+$5.54K	3	0.06%	Increased
2840	MAWA Moss Adams Wealth Advisors Seattle, Washington	$218K	+$188K	1	0.05%	New
2841	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$218K	-$42.3K	1	0.19%	Reduced
2842	BWA Burt Wealth Advisors North Bethesda, Maryland	$218K	-$16K	1	0.06%	Reduced
2843	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$218K	+$187K	1	0.05%	New
2844	VCM Versant Capital Management Phoenix, Arizona	$218K	+$2.28K	6	0.06%	Increased
2845	BFA Benedict Financial Advisors Atlanta, Georgia	$215K	+$192K	1	0.06%	New
2846	VCM Vivaldi Capital Management Chicago, Illinois	$215K	+$173K	1	0.06%	New
2847	JWBC John W. Brooker & Co Oakland, California	$215K	+$192K	1	0.12%	New
2848	MIG McGuire Investment Group Wakefield, Rhode Island	$215K	$0	1	0.04%	Maintained
2849	4WM 49 Wealth Management Austin, Texas	$214K	+$184K	1	0.06%	New
2850	WDC Woodward Diversified Capital Bakersfield, California	$214K	+$184K	1	0.13%	New