← 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
2876	ODG O'Dell Group Cincinnati, Ohio	$208K	+$192K	2	0.05%	New
2877	3IP 3Chopt Investment Partners Richmond, Virginia	$208K	+$179K	1	0.08%	New
2878	A AlphaQuest New York	$208K	+$191K	2	0.04%	New
2879	FIM Fernwood Investment Management Quincy, Massachusetts	$208K	-$196K	1	0.07%	Reduced
2880	AFG ABLE Financial Group Scottsdale, Arizona	$207K	+$178K	1	0.09%	New
2881	KAM Knightsbridge Asset Management Newport Beach, California	$206K	+$184K	1	0.06%	New
2882	FZCM Flynn Zito Capital Management Garden City, New York	$206K	+$205K	1	0.14%	New
2883	SN Sittner & Nelson Eugene, Oregon	$206K	-$67.9K	3	0.11%	Reduced
2884	LWA Lantern Wealth Advisors Melville, New York	$205K	+$183K	1	0.16%	New
2885	DIP DT Investment Partners Chadds Ford, Pennsylvania	$205K	$0	2	0.02%	Maintained
2886	DAM Delta Asset Management Memphis, Tennessee	$204K	+$679	3	0.02%	Increased
2887	GCP Gill Capital Partners Denver, Colorado	$204K	+$175K	1	0.09%	New
2888	SPC Stewart & Patten Company Lafayette, California	$203K	+$175K	1	0.03%	New
2889	TF Tompkins Financial Ithaca, New York	$203K	+$47.3K	2	0.02%	Increased
2890	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$203K	+$175K	1	0.04%	New
2891	AIA Alera Investment Advisors Deerfield, Illinois	$203K	+$174K	1	0.03%	New
2892	CWM Concentrum Wealth Management San Jose, California	$203K	+$174K	1	0.11%	New
2893	JLBC J.L. Bainbridge & Co Sarasota, Florida	$203K	+$174K	1	0.02%	New
2894	WSWA Warren Street Wealth Advisors Newport Beach, California	$203K	+$174K	1	0.12%	New
2895	SIG Spinnaker Investment Group Newport Beach, California	$203K	+$181K	1	0.06%	New
2896	MMM Mendel Money Management Northbrook, Illinois	$203K	+$174K	1	0.1%	New
2897	WJA Willis Johnson & Associates Houston, Texas	$202K	+$174K	1	0.02%	New
2898	RA Rise Advisors Rochester, New York	$202K	+$86K	4	0.14%	Increased
2899	TCWM Total Clarity Wealth Management St. Charles, Illinois	$202K	+$173K	1	0.08%	New
2900	BIA Bell Investment Advisors Oakland, California	$202K	+$3.25K	5	0.04%	Increased