← 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	ACA American Capital Advisory Ketchum, Idaho	$133K	+$117K	3	0.1%	New
2952	AWM Activest Wealth Management Aventure, Florida	$133K	+$15.3K	2	0.07%	Increased
2953	KIG Kessler Investment Group Columbus, Indiana	$132K	-$12.2K	1	0.08%	Reduced
2954	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$131K	-$29.4K	1	0.08%	Reduced
2955	SIS Strategic Investment Solutions Orland Park, Illinois	$127K	-$3.03M	4	0.02%	Reduced
2956	MWM Mascoma Wealth Management Hanover, New Hampshire	$123K	$0	1	0.04%	Maintained
2957	GA GoalVest Advisory New York	$123K	+$4.25K	2	0.05%	Increased
2958	TIM Tortoise Investment Management White Plains, New York	$122K	+$30.6K	3	0.02%	Increased
2959	GIA GHP Investment Advisors Denver, Colorado	$122K	-$88.7K	3	0.01%	Reduced
2960	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$121K	+$10.5K	5	0.01%	Increased
2961	EPW Evergreen Private Wealth Greenwood Village, Colorado	$121K	+$104K	1	0.07%	New
2962	NCM Northwest Capital Management Lake Oswego, Oregon	$120K	-$7.75K	2	0.04%	Reduced
2963	HFM Hartford Financial Management Hartford, Connecticut	$120K	$0	3	0.03%	Maintained
2964	EFMH E Fund Management (HK) Central, Hong Kong	$119K	+$47.3K	1	0.06%	Increased
2965	KFS Kelly Financial Services Braintree, Massachusetts	$119K	+$4.59K	2	0.05%	Increased
2966	IPW Impact Partnership Wealth Marietta, Georgia	$118K	-$22.2K	2	0.04%	Reduced
2967	PWMG Prestige Wealth Management Group Flemington, New Jersey	$116K	-$27K	3	0.03%	Reduced
2968	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$114K	$0	2	0.06%	Maintained
2969	AAG Armstrong Advisory Group Needham, Massachusetts	$113K	+$22.4K	2	0.01%	Increased
2970	CI Cordant Inc Portland, Oregon	$111K	+$95.5K	1	0.07%	New
2971	BONH Bank of New Hampshire Laconia, New Hampshire	$109K	$0	2	0.03%	Maintained
2972	S Sachetta Lynnfield, Massachusetts	$108K	+$96.7K	4	0.05%	New
2973	WAM WFA Asset Management Whitefish Bay, Wisconsin	$105K	$0	1	0.06%	Maintained
2974	TAM Tucker Asset Management Littleton, Colorado	$103K	-$14.8K	4	0.03%	Reduced
2975	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$103K	+$10.1K	3	0.02%	Increased