← 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	JAG Journey Advisory Group Covington, Kentucky	$293K	$0	1	0.04%	Maintained
2902	TIA Trust Investment Advisors Indianapolis, Indiana	$293K	+$242K	1	0.19%	New
2903	BIM Breakwater Investment Management Seattle, Washington	$293K	+$192K	3	0.12%	Increased
2904	SCG Sonata Capital Group Seattle, Washington	$292K	-$128K	1	0.12%	Reduced
2905	NCM Northside Capital Management Hood River, Oregon	$292K	$0	1	0.05%	Maintained
2906	ONSWM Old North State Wealth Management Wilmington, North Carolina	$291K	+$1.79K	1	0.16%	Increased
2907	MIA MainStreet Investment Advisors Chicago, Illinois	$291K	+$272K	1	0.04%	New
2908	PEAK6 Investments Chicago, Illinois	$291K	-$32.1M	5	0%	Reduced
2909	CWM CCG Wealth Management San Diego, California	$291K	+$240K	1	0.16%	New
2910	BWG Balanced Wealth Group Westlake, Ohio	$290K	+$512	1	0.13%	Increased
2911	CPA Capital Planning Advisors Roseville, California	$286K	+$1.79K	1	0.04%	Increased
2912	MCA Millennium Capital Advisors Little Rock, Arkansas	$286K	+$236K	1	0.19%	New
2913	APG Abacus Planning Group Columbia, South Carolina	$286K	-$507K	1	0.05%	Reduced
2914	DAM Delta Asset Management Memphis, Tennessee	$286K	$0	4	0.02%	Maintained
2915	NRI NFP Retirement Inc Aliso Viejo, California	$286K	$0	1	0.02%	Maintained
2916	AGA Arkos Global Advisors Houston, Texas	$285K	+$10.8K	1	0.04%	Increased
2917	PCA Prosperity Capital Advisors Westlake, Ohio	$285K	+$235K	1	0.02%	New
2918	BSHC Breed's Hill Capital Charlestown, Massachusetts	$285K	-$6.92K	1	0.23%	Reduced
2919	ACM Armbruster Capital Management Pittsford, New York	$284K	$0	1	0.06%	Maintained
2920	NCM Next Capital Management New York	$284K	-$349K	1	0.12%	Reduced
2921	PI Pettee Investors Rowayton, Connecticut	$283K	$0	1	0.14%	Maintained
2922	APW Aurora Private Wealth Rockaway, New Jersey	$282K	-$51.2K	1	0.22%	Reduced
2923	MSA McAlister Sweet & Associates Houston, Texas	$282K	-$38.4K	1	0.23%	Reduced
2924	FAP Financial Advisory Partners Winter Park, Florida	$282K	+$259K	1	0.09%	New
2925	WDL Well Done LLC Holland, Michigan	$281K	-$6.15K	1	0.05%	Reduced