← 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	CEI Clark Estates Inc New York	$201K	+$180K	1	0.03%	New
2902	LGG Luts & Greenleigh Group Bethesda, Maryland	$201K	+$180K	1	0.25%	New
2903	EP Edgestream Partners Princeton, New Jersey	$201K	-$6.29M	1	0.01%	Reduced
2904	MWP Meridian Wealth Partners Exton, Pennsylvania	$201K	+$172K	1	0.04%	New
2905	RA Rational Advisors Huntington, New York	$200K	-$302K	1	0.02%	Reduced
2906	LJHT Laurie J. Hall Trustee	$199K	+$5.66K	2	0.08%	Increased
2907	SOAMC Spirit of America Management Corp Syosset, New York	$198K	+$176K	1	0.04%	New
2908	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$197K	-$1.78K	1	0.06%	Reduced
2909	GAA Global Assets Advisory Orlando, Florida	$194K	-$266K	1	0.25%	Reduced
2910	OA Operose Advisors Milwaukee, Wisconsin	$193K	-$8.68K	2	0.08%	Reduced
2911	AWM Abound Wealth Management Franklin, Tennessee	$193K	+$3.73K	4	0.08%	Increased
2912	CFA Capstone Financial Advisors Downers Grove, Illinois	$192K	+$8.91K	1	0.01%	Increased
2913	VIA Virtus Investment Advisers Hartford, Connecticut	$192K	$0	2	0.14%	Maintained
2914	CPG Cornerstone Planning Group Fairfield, New Jersey	$192K	-$1.1K	2	0.06%	Reduced
2915	GPA Garrison Point Advisors Walnut Creek, California	$191K	$0	1	0.14%	Maintained
2916	USB Union Savings Bank Litchfield, Connecticut	$191K	$0	2	0.11%	Maintained
2917	AI Arvest Investments Lowell, Arkansas	$190K	+$163K	1	0.03%	New
2918	SC Steph & Co Marinette, Wisconsin	$189K	-$202K	2	0.09%	Reduced
2919	Belvedere Trading Chicago, Illinois	$189K	+$55.4K	2	0%	Increased
2920	HA Harbor Advisors West Palm Beach, Florida	$189K	$0	1	0.04%	Maintained
2921	MLA MB, Levis & Associates Center Valley, Pennsylvania	$186K	$0	4	0.11%	Maintained
2922	FBFS First Business Financial Services Madison, Wisconsin	$186K	$0	1	0.02%	Maintained
2923	UID Union Investments & Development Tel Aviv, Israel	$184K	$0	1	0.17%	Maintained
2924	NAS NWF Advisory Services Los Angeles, California	$184K	+$190K	1	0.04%	New
2925	BFA Brendel Financial Advisors Hanover, New Hampshire	$182K	-$4.59K	1	0.12%	Reduced