← 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
2901	BCB Brian C. Broderick	$596K	$0	1	0.09%	Maintained
2902	RCM Ratan Capital Management Miami Beach, Florida	$596K	-$5.49M	1	0.19%	Reduced
2903	JAG Journey Advisory Group Covington, Kentucky	$596K	+$27.6K	1	0.05%	Increased
2904	ARC Advisor Resource Council Dallas, Texas	$595K	-$16.6K	2	0.17%	Reduced
2905	AR Advisory Research Chicago, Illinois	$595K	+$4.93K	1	0.06%	Increased
2906	FNB Farmers National Bank Danville, Kentucky	$593K	-$48K	1	0.12%	Reduced
2907	Emerald Advisers Leola, Pennsylvania	$592K	-$430K	1	0.01%	Reduced
2908	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$591K	+$322K	3	0.07%	Increased
2909	LWM Laidlaw Wealth Management New York City, New York	$590K	-$71.8K	1	1.68%	Reduced
2910	AW Apricus Wealth Beaufort, South Carolina	$589K	$0	1	0.28%	Maintained
2911	LAM LOM Asset Management Hamilton,	$589K	+$50.7K	2	0.15%	Increased
2912	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$588K	-$1.09M	1	0.21%	Reduced
2913	BO Bank OZK Little Rock, Arkansas	$588K	+$42.9K	1	0.17%	Increased
2914	BHPW Beverly Hills Private Wealth Beverly Hills, California	$588K	-$49.1K	1	0.11%	Reduced
2915	SGAM Smith Group Asset Management Dallas, Texas	$586K	-$721K	1	0.02%	Reduced
2916	Caption Management Oklahoma City, Oklahoma	$586K	-$37.1K	1	0%	Reduced
2917	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$586K	$0	2	0.16%	Maintained
2918	PCA Prosperity Capital Advisors Westlake, Ohio	$584K	-$1.06M	1	0.03%	Reduced
2919	CA Carson Advisory Athens, Georgia	$584K	+$107K	1	0.27%	Increased
2920	DA Drake & Associates Waukesha, Wisconsin	$584K	+$89K	1	0.1%	Increased
2921	CWMG Compass Wealth Management (Georgia) Atlanta, Georgia	$583K	$0	1	0.23%	Maintained
2922	MCA MSH Capital Advisors Scottsdale, Arizona	$583K	-$219K	1	0.1%	Reduced
2923	SGFG Silver Grove Financial Group Orchard Park, New York	$582K	+$277K	6	0.32%	Increased
2924	FA Fermata Advisors Sonoma, California	$582K	+$251K	2	0.12%	Increased
2925	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$581K	-$401K	1	0.14%	Reduced