← 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	ORAM One River Asset Management Stamford, Connecticut	$271K	+$354K	2	0.02%	New
2852	WDL Well Done LLC Holland, Michigan	$270K	-$99K	1	0.06%	Reduced
2853	TCG Transcendent Capital Group Edmond, Oklahoma	$269K	-$85.6K	3	0.16%	Reduced
2854	MMM Mendel Money Management Northbrook, Illinois	$269K	+$28.4K	1	0.13%	Increased
2855	PTCG Pring Turner Capital Group Alamo, California	$269K	+$86.7K	1	0.19%	Increased
2856	NRI NFP Retirement Inc Aliso Viejo, California	$268K	-$4.28K	1	0.02%	Reduced
2857	DIM DLK Investment Management Solana Beach, California	$267K	+$278K	1	0.11%	New
2858	CWM Concentric Wealth Management Lafayette, California	$267K	+$278K	1	0.07%	New
2859	CPA Capital Planning Advisors Roseville, California	$267K	-$54.3K	1	0.05%	Reduced
2860	SAM Shikiar Asset Management New York	$266K	-$867K	1	0.07%	Reduced
2861	PI Pettee Investors Rowayton, Connecticut	$266K	+$277K	1	0.13%	New
2862	EL EMFO LLC Weston, Florida	$265K	-$405K	2	0.24%	Reduced
2863	LW Lauer Wealth Valparaiso, Indiana	$265K	+$215K	1	0.21%	New
2864	WH Willner & Heller Encino, California	$264K	+$92.6K	1	0.25%	Increased
2865	WA Wambolt & Associates Littleton, Colorado	$264K	-$58.3K	1	0.08%	Reduced
2866	VI VanderPol Investments Caledonia, Michigan	$263K	-$115K	1	0.8%	Reduced
2867	BWM BlackDiamond Wealth Management New York	$263K	+$17.7K	1	0.17%	Increased
2868	TIM Thompson Investment Management Madison, Wisconsin	$262K	+$5.35K	1	0.04%	Increased
2869	KIG Kessler Investment Group Columbus, Indiana	$262K	+$46.7K	2	0.14%	Increased
2870	CBA Coastal Bridge Advisors Westport, Connecticut	$261K	-$20.9K	1	0.06%	Reduced
2871	FFG Frisch Financial Group Melville, New York	$261K	+$268	1	0.08%	Increased
2872	LWM Lodestone Wealth Management Spokane, Washington	$261K	+$7.27K	1	0.14%	Increased
2873	Clifford Swan Investment Counsel Pasadena, California	$260K	-$1.07K	1	0.01%	Reduced
2874	LA LexAurum Advisors Overland Park, Kansas	$260K	-$13.1K	1	0.06%	Reduced
2875	KA Kercheville Advisors San Antonio, Texas	$260K	+$14.7K	1	0.11%	Increased