← 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	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$214K	+$184K	1	0.07%	New
2852	MPCL My Personal CFO LLC Vancouver, Washington	$214K	-$57.9K	1	0.14%	Reduced
2853	IIA Integral Investment Advisors Turlock, California	$214K	+$191K	1	0.14%	New
2854	FNWM Financial Network Wealth Management Draper, Utah	$214K	+$185K	1	0.09%	New
2855	ACA Affinity Capital Advisors Berkeley, California	$214K	+$184K	1	0.05%	New
2856	CYG Clean Yield Group Norwich, Vermont	$213K	$0	2	0.09%	Maintained
2857	VIP Vista Investment Partners Oklahoma City, Oklahoma	$213K	+$221K	1	0.08%	New
2858	CCA Cora Capital Advisors Marlton, New Jersey	$213K	+$190K	1	0.13%	New
2859	CCG Catalina Capital Group Torrance, California	$213K	+$183K	1	0.14%	New
2860	GWM Gray Wealth Management Bangor, Maine	$213K	+$183K	1	0.1%	New
2861	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$213K	+$183K	1	0.15%	New
2862	FPFS First Personal Financial Services Charlotte, North Carolina	$212K	-$661	3	0.05%	Reduced
2863	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$212K	+$182K	1	0.01%	New
2864	CWM Curi Wealth Management Raleigh, North Carolina	$212K	+$189K	1	0.03%	New
2865	PAM Palisade Asset Management Minneapolis, Minnesota	$212K	+$189K	1	0.02%	New
2866	SFA Source Financial Advisors New York	$212K	+$182K	1	0.07%	New
2867	FRA Front Row Advisors Tiburon, California	$211K	-$51K	1	0.1%	Reduced
2868	FL Fort LP Chevy Chase, Maryland	$210K	+$5.86K	1	0.52%	Increased
2869	ACA Atlas Capital Advisors Jackson, Wyoming	$210K	+$94.5K	2	0.03%	Increased
2870	HNWAG High Net Worth Advisory Group Naples, Florida	$210K	+$180K	1	0.08%	New
2871	KL KilterHowling LLC Boulder, Colorado	$209K	+$169K	1	0.16%	New
2872	RBC Roble Belko & Company Sewickley, Pennsylvania	$209K	+$4.45K	3	0.04%	Increased
2873	EA Echo45 Advisors Walnut Creek, California	$209K	+$180K	1	0.16%	New
2874	QL Quarry LP New York	$209K	-$26K	5	0.03%	Reduced
2875	TA TruWealth Advisors Metairie, Louisiana	$208K	+$179K	1	0.02%	New