← 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	Clifford Swan Investment Counsel Pasadena, California	$306K	$0	1	0.01%	Maintained
2827	CV Counterweight Ventures Wilmington, North Carolina	$306K	-$17.6K	1	0.25%	Reduced
2828	FFG Frisch Financial Group Melville, New York	$305K	$0	1	0.1%	Maintained
2829	HB Horizon Bancorp Michigan City, Indiana	$305K	+$3.03K	3	0.15%	Increased
2830	FA Fiducient Advisors Chicago, Illinois	$304K	+$291K	1	0.06%	New
2831	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$303K	$0	1	0.13%	Maintained
2832	CC Cipher Capital New York	$302K	+$319K	1	0.14%	New
2833	CA Carson Advisory Athens, Georgia	$302K	+$2.88K	1	0.21%	Increased
2834	TFA Trinity Financial Advisors Columbus, Ohio	$302K	$0	1	0.14%	Maintained
2835	AHL Abel Hall LLC Baton Rouge, Louisiana	$301K	+$10.1K	1	0.23%	Increased
2836	CL CSS LLC Chicago, Illinois	$301K	-$289K	1	0.02%	Reduced
2837	CA CV Advisors Aventura, Florida	$301K	$0	1	0.17%	Maintained
2838	TIM Thompson Investment Management Madison, Wisconsin	$301K	$0	1	0.05%	Maintained
2839	Facet Wealth Inc Baltimore, Maryland	$300K	+$314K	1	0.01%	New
2840	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$299K	+$9.18K	3	0.06%	Increased
2841	BWM BlackDiamond Wealth Management New York	$298K	+$17K	1	0.21%	Increased
2842	AGM Alpine Global Management New York	$297K	+$295K	1	0.06%	New
2843	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$296K	-$26.9K	1	0.03%	Reduced
2844	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$296K	+$29.1K	1	0.24%	Increased
2845	RWM RKL Wealth Management Lancaster, Pennsylvania	$295K	-$205K	1	0.03%	Reduced
2846	EP EPIQ Partners Minneapolis, Minnesota	$295K	$0	1	0.2%	Maintained
2847	AM Account Management Boxford, Massachusetts	$292K	$0	1	0.32%	Maintained
2848	HHRDM H&H Retirement Design & Management Las Vegas, Nevada	$291K	+$307K	1	0.19%	New
2849	SWG Summit Wealth Group White River Junction, Vermont	$291K	$0	1	0.2%	Maintained
2850	BWG Balanced Wealth Group Westlake, Ohio	$291K	+$58K	1	0.13%	Increased