← 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
2851	HP Haven Private Orlando, Florida	$633K	+$4.77K	1	0.24%	Increased
2852	AFO Arrowroot Family Office Marina Del Rey, California	$632K	-$67K	1	0.18%	Reduced
2853	PB Pinnacle Bancorp Beatrice, Nebraska	$632K	+$33.1K	3	0.16%	Increased
2854	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$632K	+$297K	2	0.07%	Increased
2855	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$631K	+$1.49K	4	0.06%	Increased
2856	CFA Capstone Financial Advisors Downers Grove, Illinois	$630K	-$9.69K	1	0.03%	Reduced
2857	RPC Royal Palms Capital Whitefish, Montana	$630K	+$737K	1	0.55%	New
2858	PFS Physicians Financial Services Raleigh, North Carolina	$630K	+$136	1	0.16%	Increased
2859	WG Wealth Group Raleigh, North Carolina	$630K	+$737K	1	0.16%	New
2860	IWS Insight Wealth Strategies San Ramon, California	$628K	-$3.06M	1	0.06%	Reduced
2861	AIM Aigen Investment Management New York	$628K	-$3.53M	1	0.17%	Reduced
2862	KWM Kiker Wealth Management Jasper, Georgia	$627K	$0	1	0.24%	Maintained
2863	FP Financial Perspectives Minneapolis, Minnesota	$626K	$0	5	0.15%	Maintained
2864	BB Berkshire Bank Pittsfield, Massachusetts	$625K	-$51K	1	0.12%	Reduced
2865	QFP Quantum Financial Partners Overland Park, Kansas	$623K	+$728K	1	0.32%	New
2866	RWIA Roger Wittlin Investment Advisory San Francisco, California	$623K	$0	1	0.49%	Maintained
2867	SCM Sidoxia Capital Management Newport Beach, California	$621K	+$10.2K	1	0.46%	Increased
2868	PIA Pinion Investment Advisors Wichita, Kansas	$621K	-$168K	1	0.12%	Reduced
2869	SWA SOA Wealth Advisors New York	$620K	-$1.16M	3	0.1%	Reduced
2870	EB Emprise Bank Wichita, Kansas	$620K	-$19.7K	1	0.23%	Reduced
2871	GCP Guardian Capital (Pennsylvania) Wexford, Pennsylvania	$619K	-$198K	1	0.51%	Reduced
2872	BC Burnham & Co Grand Rapids, Michigan	$619K	+$724K	1	0.5%	New
2873	RIP Reliant Investment Partners Pinehurst, North Carolina	$618K	-$255K	1	0.42%	Reduced
2874	6SA 6th Street Advisors Daphne, Alabama	$617K	+$69.5K	2	0.35%	Increased
2875	PAS PKS Advisory Services Albany, New York	$617K	+$283K	1	0.1%	Increased