← 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	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$255K	+$237K	1	0.16%	New
2927	SEA Stegent Equity Advisors Houston, Texas	$255K	+$245K	1	0.26%	New
2928	GPFA Game Plan Financial Advisors Westlake, Ohio	$254K	-$45.3K	1	0.13%	Reduced
2929	SIC SJS Investment Consulting Sylvania, Ohio	$254K	+$134K	5	0.05%	Increased
2930	QFA Quantum Financial Advisors El Segundo, California	$253K	-$1.44K	1	0.05%	Reduced
2931	HA Harbor Advisors West Palm Beach, Florida	$253K	$0	1	0.05%	Maintained
2932	PCMH Polymer Capital Management (HK) Hong Kong	$253K	-$489K	1	0.06%	Reduced
2933	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$253K	-$87.4K	1	0.03%	Reduced
2934	WSWA Warren Street Wealth Advisors Newport Beach, California	$253K	+$19.6K	1	0.13%	Increased
2935	AWA Archvest Wealth Advisors Concord, California	$253K	$0	1	0.18%	Maintained
2936	CB Community Bank Dewitt, New York	$253K	+$151K	1	0.03%	Increased
2937	Grimes & Company Westborough, Massachusetts	$253K	-$289	1	0.01%	Reduced
2938	RRA Round Rock Advisors Wilton, Connecticut	$252K	+$242K	1	0.06%	New
2939	CW Channel Wealth Santa Barbara, California	$252K	$0	1	0.1%	Maintained
2940	AWM Altus Wealth Management Ft Mitchell, Kentucky	$252K	-$40K	1	0.13%	Reduced
2941	FL Fort LP Chevy Chase, Maryland	$251K	+$30.8K	1	0.63%	Increased
2942	FC Forte Capital Rochester, New York	$251K	+$240K	1	0.03%	New
2943	CWM Chesapeake Wealth Management Williamsburg, Virginia	$251K	-$3.79K	1	0.09%	Reduced
2944	4WM 49 Wealth Management Austin, Texas	$251K	+$4.04K	1	0.05%	Increased
2945	AWP Abacus Wealth Partners Santa Monica, California	$250K	+$240K	1	0.04%	New
2946	FTC Farmers Trust Company Youngstown, Ohio	$249K	-$6.65M	1	0.05%	Reduced
2947	LWM Liberty Wealth Management Oakland, California	$249K	-$14.1K	1	0.05%	Reduced
2948	FBFS First Business Financial Services Madison, Wisconsin	$249K	$0	1	0.03%	Maintained
2949	EFA Edge Financial Advisors Wheaton, Illinois	$249K	+$247K	1	0.22%	New
2950	NCM Northside Capital Management Hood River, Oregon	$249K	$0	1	0.04%	Maintained