← 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
2951	MFS Miller Financial Services Marshall, Michigan	$562K	+$217K	1	0.45%	Increased
2952	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$562K	+$48.9K	2	0.03%	Increased
2953	RIP RAM Investment Partners Bellevue, Washington	$560K	-$45.5K	2	0.09%	Reduced
2954	SWMG Sard Wealth Management Group Atlanta, Georgia	$560K	-$50.5K	1	0.27%	Reduced
2955	FIA FNY Investment Advisers New York	$560K	+$110K	4	0.2%	Increased
2956	CA Crewe Advisors Salt Lake City, Utah	$560K	+$29.1K	5	0.04%	Increased
2957	EWM Edge Wealth Management New York	$555K	$0	1	0.09%	Maintained
2958	BHWM Beaird Harris Wealth Management Dallas, Texas	$554K	+$71.8K	4	0.03%	Increased
2959	CP Castleview Partners Dallas, Texas	$554K	-$175K	1	0.24%	Reduced
2960	T. Rowe Price Investment Management Baltimore, Maryland	$553K	-$183K	1	0%	Reduced
2961	OHIS Oak Harvest Investment Services Houston, Texas	$552K	-$3.15M	1	0.05%	Reduced
2962	WPC White Pine Capital Bloomington, Minnesota	$551K	+$170K	1	0.13%	Increased
2963	1CP 17 Capital Partners Pheonix, Arizona	$551K	-$24.8K	1	0.25%	Reduced
2964	VT Volterra Technologies New York	$550K	-$3.25M	1	0.08%	Reduced
2965	UFA Unify Financial Advisors Clearwater, Florida	$550K	+$144K	1	0.51%	Increased
2966	TDC Thompson Davis & Co Richmond, Virginia	$548K	+$343K	1	0.33%	Increased
2967	WAG Wallace Advisory Group Lafayette, California	$548K	-$269K	1	0.52%	Reduced
2968	IIM IFC & Insurance Marketing Auburn, California	$547K	+$124K	2	0.48%	Increased
2969	Advance Capital Management Southfield, Michigan	$547K	-$117K	1	0.02%	Reduced
2970	SC Solstein Capital Menlo Park, California	$547K	+$362K	3	0.19%	Increased
2971	FWP Falcon Wealth Planning Ontario, California	$547K	-$106K	1	0.03%	Reduced
2972	WAM Watershed Asset Management San Francisco, California	$546K	+$613K	1	0.49%	New
2973	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$546K	+$545K	1	0.31%	New
2974	AW Alteri Wealth Westlake Village, California	$546K	-$54.4K	2	0.15%	Reduced
2975	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$546K	+$31.7K	1	0.25%	Increased