← 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
2926	ECM Elgethun Capital Management Sioux Falls, South Dakota	$579K	+$33.5K	2	0.08%	Increased
2927	CKAIS Christensen King & Associates Investment Services Richland, Washington	$579K	$0	1	0.23%	Maintained
2928	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$577K	+$675K	1	0.04%	New
2929	C Covestor London, United Kingdom	$576K	+$35.9K	6	0.33%	Increased
2930	WI WBI Investments Red Bank, New Jersey	$576K	+$155K	1	0.14%	Increased
2931	PAG Private Advisory Group Redmond, Washington	$575K	-$299K	2	0.03%	Reduced
2932	IDA Intelligence Driven Advisers Carlsbad, California	$575K	-$117K	1	0.09%	Reduced
2933	QIM Quantitative Investment Management Charlottesville, Virginia	$574K	-$12.4M	1	0.06%	Reduced
2934	FSAG Financial Solutions Advisory Group Chicago, Illinois	$573K	+$40K	1	0.07%	Increased
2935	OAM Oxford Asset Management Oxford, United Kingdom	$573K	-$1.19M	2	0.28%	Reduced
2936	CGA Crescent Grove Advisors Lake Forest, Illinois	$572K	+$367K	2	0.05%	Increased
2937	LSWP Liberty Square Wealth Partners Bethlehem, Pennsylvania	$571K	+$2.87K	2	0.14%	Increased
2938	Copeland Capital Management Conshohocken, Pennsylvania	$571K	-$13.4K	1	0.01%	Reduced
2939	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$571K	-$1.16M	2	0.2%	Reduced
2940	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$568K	-$246K	2	0.18%	Reduced
2941	HCM Hengehold Capital Management Cincinnati, Ohio	$568K	-$86K	2	0.04%	Reduced
2942	EWM Endowment Wealth Management Appleton, Wisconsin	$568K	+$818	1	0.22%	Increased
2943	BTD BankPlus Trust Department Jackson, Mississippi	$568K	-$1.4M	2	0.13%	Reduced
2944	TFS truNorth Financial Services Chambersburg, Pennsylvania	$566K	+$5.73K	1	0.51%	Increased
2945	MGI Miller Global Investments Dallas, Texas	$565K	+$378K	2	0.47%	Increased
2946	IWP Insight Wealth Partners Plano, Texas	$564K	-$2.46K	1	0.08%	Reduced
2947	EW Element Wealth Ridgeland, Mississippi	$564K	-$99.3K	1	0.21%	Reduced
2948	MPWS McCarter Private Wealth Services Boston, Massachusetts	$563K	-$239K	1	0.19%	Reduced
2949	MWM Meritas Wealth Management Larkspur, California	$563K	+$70.3K	2	0.22%	Increased
2950	CLA Carnegie Lake Advisors Princeton, New Jersey	$563K	$0	1	0.21%	Maintained