← 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	LAM LifePro Asset Management San Diego, California	$307K	+$282K	1	0.19%	New
2877	BFS Burkett Financial Services Rock Hill, South Carolina	$306K	+$512	2	0.13%	Increased
2878	AGC Aspen Grove Capital Avon, Colorado	$305K	-$1.54K	1	0.07%	Reduced
2879	AWM Aries Wealth Management Portland, Maine	$305K	+$56.9K	1	0.08%	Increased
2880	BC Bridgefront Capital Austin, Texas	$305K	-$23.7K	1	0.12%	Reduced
2881	EW Element Wealth Ridgeland, Mississippi	$304K	-$6.4K	1	0.16%	Reduced
2882	GCP GSA Capital Partners London, United Kingdom	$304K	-$4.6M	2	0.02%	Reduced
2883	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$303K	+$250K	1	0.1%	New
2884	CHA Cooper/Haims Advisors Victor, New York	$301K	-$24.7K	1	0.17%	Reduced
2885	ACM Aster Capital Management Dubai, United Arab Emirates	$299K	+$276K	3	0.06%	New
2886	Heritage Wealth Advisors Richmond, Virginia	$299K	-$15.4K	3	0.01%	Reduced
2887	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$299K	$0	1	0.19%	Maintained
2888	MCM Mengis Capital Management Portland, Oregon	$298K	-$2.31K	1	0.06%	Reduced
2889	VH Visionary Horizons Knoxville, Tennessee	$298K	$0	1	0.2%	Maintained
2890	LAM Lifestyle Asset Management Friendswood, Texas	$297K	+$278K	1	0.16%	New
2891	NFG Nadler Financial Group Deerfield, Illinois	$296K	+$1.28K	1	0.03%	Increased
2892	EFMH E Fund Management (HK) Central, Hong Kong	$296K	+$78.4K	2	0.18%	Increased
2893	ORAM One River Asset Management Stamford, Connecticut	$296K	+$13.7K	1	0.04%	Increased
2894	AWM Abound Wealth Management Franklin, Tennessee	$296K	+$70.1K	4	0.1%	Increased
2895	CFO Collective Family Office York, Pennsylvania	$295K	-$9.22K	1	0.08%	Reduced
2896	GCA Greenwood Capital Associates Greenwood, South Carolina	$294K	-$4.8M	1	0.04%	Reduced
2897	WRM Weybosset Research & Management Province, Rhode Island	$294K	+$17.9K	1	0.1%	Increased
2898	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$294K	-$5.89K	1	0.04%	Reduced
2899	TIM Tortoise Investment Management White Plains, New York	$294K	+$27.2K	3	0.03%	Increased
2900	MMM Mendel Money Management Northbrook, Illinois	$294K	+$6.92K	1	0.13%	Increased