← 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	MBI May Barnhard Investments Bethesda, Maryland	$239K	$0	1	0.12%	Maintained
2927	SM Sweeney & Michel Chico, California	$238K	+$196K	1	0.1%	New
2928	AAG Armstrong Advisory Group Needham, Massachusetts	$238K	+$114K	4	0.02%	Increased
2929	CWA Consilio Wealth Advisors Bellevue, Washington	$237K	-$11.2K	1	0.11%	Reduced
2930	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$237K	-$53.5K	1	0.25%	Reduced
2931	CA Calton & Associates Tampa, Florida	$236K	+$1.13K	1	0.12%	Increased
2932	DAM Delta Asset Management Memphis, Tennessee	$236K	+$2.9K	4	0.02%	Increased
2933	JWM JGP Wealth Management Bend, Oregon	$236K	+$803	1	0.03%	Increased
2934	LCM LRT Capital Management Austin, Texas	$236K	+$246K	1	0.22%	New
2935	LWA Lantern Wealth Advisors Melville, New York	$236K	$0	1	0.17%	Maintained
2936	PAM Palisade Asset Management Minneapolis, Minnesota	$236K	-$9.64K	1	0.02%	Reduced
2937	NC nVerses Capital Wellington, Florida	$236K	+$204K	1	0.14%	Increased
2938	VHAM Van Hulzen Asset Management El Dorado Hills, California	$236K	-$6.16M	1	0.02%	Reduced
2939	OR Olympiad Research Stamford, Connecticut	$234K	-$714K	1	0.17%	Reduced
2940	4WM 49 Wealth Management Austin, Texas	$234K	+$22.7K	1	0.05%	Increased
2941	SIS Sound Income Strategies Ft Lauderdale, Florida	$234K	-$65.8K	6	0.01%	Reduced
2942	D Diversified Wilmington, Delaware	$232K	+$61K	1	0.03%	Increased
2943	SIG Spinnaker Investment Group Newport Beach, California	$232K	+$5.87K	1	0.06%	Increased
2944	MP McDonald Partners Cleveland, Ohio	$232K	-$6.15K	1	0.06%	Reduced
2945	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$231K	-$13.2K	3	0.07%	Reduced
2946	Maven Securities St Helier, Jersey	$231K	-$2.57M	1	0.01%	Reduced
2947	SICM Sustainable Insight Capital Management New York	$231K	-$302K	1	0.12%	Reduced
2948	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$231K	+$2.25K	1	0.13%	Increased
2949	AA Apriem Advisors Irvine, California	$231K	+$24.6K	1	0.03%	Increased
2950	ERWM Elk River Wealth Management Denver, Colorado	$231K	-$10.7K	1	0.05%	Reduced