← 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	LF Lantz Financial Naperville, Illinois	$343K	-$209K	1	0.09%	Reduced
2827	SC Summa Corp Tomball, Texas	$343K	-$276K	1	0.16%	Reduced
2828	GCA Gradient Capital Advisors San Diego, California	$342K	+$12.3K	1	0.11%	Increased
2829	CL COWA LLC Tulsa, Oklahoma	$342K	+$13.7K	1	0.16%	Increased
2830	ASBI American State Bank (Iowa) Sioux Center, Iowa	$341K	-$1.28K	1	0.21%	Reduced
2831	Readystate Asset Management Chicago, Illinois	$337K	-$1.78M	1	0.01%	Reduced
2832	MW MBL Wealth Charlotte, North Carolina	$337K	-$12.3K	1	0.04%	Reduced
2833	PBK Peoples Bank (Kansas) Pratt, Kansas	$335K	$0	1	0.22%	Maintained
2834	GMA Glassy Mountain Advisors Bethesda, Maryland	$335K	-$5.12K	1	0.12%	Reduced
2835	PWM Purus Wealth Management Newport Beach, California	$335K	+$276K	1	0.14%	New
2836	WDG Wealth Dimensions Group Cincinnati, Ohio	$335K	-$12.8K	1	0.08%	Reduced
2837	SIS Sound Income Strategies Ft Lauderdale, Florida	$334K	+$48.1K	6	0.02%	Increased
2838	BFC Bedel Financial Consulting Indianapolis, Indiana	$333K	-$31.5K	1	0.05%	Reduced
2839	LDB Lee, Danner & Bass Nashville, Tennessee	$333K	-$25.6K	1	0.02%	Reduced
2840	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$333K	-$6.4K	1	0.13%	Reduced
2841	BOS Bank of Stockton Stockton, California	$332K	-$61K	1	0.1%	Reduced
2842	JCFM JBR Co Financial Management Ardmore, Oklahoma	$332K	-$10.2K	1	0.22%	Reduced
2843	TS Tamar Securities Woodland Hills, California	$331K	+$273K	1	0.05%	New
2844	SEA Stegent Equity Advisors Houston, Texas	$330K	+$309K	1	0.36%	New
2845	GF Gries Financial Cleveland, Ohio	$330K	+$308K	1	0.06%	New
2846	AGA Accuvest Global Advisors Provo, Utah	$328K	+$271K	1	0.28%	New
2847	JF JSF Financial Los Angeles, California	$328K	-$1.54K	1	0.1%	Reduced
2848	BF Brooklyn FI New York	$328K	$0	1	0.12%	Maintained
2849	SEP Southland Equity Partners Wildwood, Missouri	$327K	+$269K	1	0.08%	New
2850	GA GSG Advisors Mount Laurel, New Jersey	$325K	+$24.6K	1	0.11%	Increased