← 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	IDA Intelligence Driven Advisers Carlsbad, California	$280K	+$231K	1	0.04%	New
2927	WA Westfuller Advisors New York	$280K	+$262K	1	0.2%	New
2928	TIM Thompson Investment Management Madison, Wisconsin	$279K	$0	1	0.04%	Maintained
2929	FFG Frisch Financial Group Melville, New York	$279K	+$512	1	0.08%	Increased
2930	WA Wambolt & Associates Littleton, Colorado	$278K	-$512	1	0.08%	Reduced
2931	JWM Jackson Wealth Management Lake Mary, Florida	$278K	+$256K	1	0.03%	New
2932	MAM McLean Asset Management Tysons, Virginia	$278K	+$3.07K	1	0.08%	Increased
2933	WPA West Paces Advisors Atlanta, Georgia	$277K	-$6.23K	3	0.07%	Reduced
2934	Clifford Swan Investment Counsel Pasadena, California	$277K	$0	1	0.01%	Maintained
2935	GIA GHP Investment Advisors Denver, Colorado	$277K	+$96.4K	3	0.01%	Increased
2936	SIG Spinnaker Investment Group Newport Beach, California	$276K	+$11.5K	1	0.07%	Increased
2937	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$276K	+$12.2K	4	0.07%	Increased
2938	RI Rinkey Investments San Diego, California	$275K	-$603K	1	0.09%	Reduced
2939	MAG MRA Advisory Group Parsippany, New Jersey	$275K	-$490K	1	0.15%	Reduced
2940	CWM Chesapeake Wealth Management Williamsburg, Virginia	$275K	-$13.2K	1	0.09%	Reduced
2941	DIM DLK Investment Management Solana Beach, California	$274K	-$9.48K	1	0.11%	Reduced
2942	WA Wealthstream Advisors New York	$274K	-$23.9K	1	0.05%	Reduced
2943	VIP Vista Investment Partners Oklahoma City, Oklahoma	$274K	+$226K	1	0.09%	New
2944	BFA Benedict Financial Advisors Atlanta, Georgia	$273K	$0	1	0.06%	Maintained
2945	CV Counterweight Ventures Wilmington, North Carolina	$272K	-$1.79K	1	0.19%	Reduced
2946	PHS Pekin Hardy Strauss Chicago, Illinois	$272K	+$224K	1	0.03%	New
2947	BWA BlueChip Wealth Advisors Milton, Georgia	$271K	+$1.28K	1	0.14%	Increased
2948	FWM Forza Wealth Management Sarasota, Florida	$270K	-$256	1	0.12%	Reduced
2949	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$270K	-$4.87K	1	0.1%	Reduced
2950	SL Sentinus LLC Oak Brook, Illinois	$270K	+$252K	1	0.08%	New