← 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	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$265K	-$525K	1	0.14%	Reduced
2902	FCIM Fairview Capital Investment Management Greenbrae, California	$265K	+$254K	1	0.01%	New
2903	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$265K	-$2.6K	1	0.16%	Reduced
2904	CHA Cooper/Haims Advisors Victor, New York	$265K	+$15.2K	1	0.15%	Increased
2905	UIA Ulland Investment Advisors Minneapolis, Minnesota	$264K	+$254K	3	0.21%	Increased
2906	CFS CRA Financial Services Northfield, New Jersey	$264K	+$5.19K	1	0.06%	Increased
2907	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$262K	+$4.91K	1	0.17%	Increased
2908	AIA Alera Investment Advisors Deerfield, Illinois	$262K	+$28.6K	1	0.04%	Increased
2909	CYG Clean Yield Group Norwich, Vermont	$262K	$0	2	0.1%	Maintained
2910	EFMH E Fund Management (HK) Central, Hong Kong	$261K	+$129K	2	0.17%	Increased
2911	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$259K	+$248K	1	0.07%	New
2912	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$259K	+$13.8K	1	0.15%	Increased
2913	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$258K	-$4.62K	1	0.23%	Reduced
2914	LWM LongView Wealth Management Atlanta, Georgia	$258K	-$6.64K	1	0.1%	Reduced
2915	ACG Allen Capital Group Grand Island, Nebraska	$258K	-$19K	1	0.04%	Reduced
2916	PWMG Pioneer Wealth Management Group Austin, Texas	$258K	-$18.2K	1	0.15%	Reduced
2917	AIC Archer Investment Corporation Carmel, Indiana	$258K	+$58.9K	3	0.08%	Increased
2918	WE Wealth Effects Boston, Massachusetts	$258K	-$8.66K	1	0.1%	Reduced
2919	1WM 1900 Wealth Management San Antonio, Texas	$257K	-$33.5K	1	0.02%	Reduced
2920	Everett Harris & Co Los Angeles, California	$257K	$0	1	0%	Maintained
2921	WPA West Paces Advisors Atlanta, Georgia	$257K	+$4.88K	3	0.07%	Increased
2922	GPA Garrison Point Advisors Walnut Creek, California	$257K	$0	1	0.17%	Maintained
2923	CA Cornerstone Advisory Hunt Valley, Maryland	$256K	-$77.3K	1	0.04%	Reduced
2924	AFG ABLE Financial Group Scottsdale, Arizona	$256K	+$18.8K	1	0.1%	Increased
2925	MPCL My Personal CFO LLC Vancouver, Washington	$256K	+$10.1K	1	0.15%	Increased