← 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	APG Abacus Planning Group Columbia, South Carolina	$248K	-$152K	1	0.05%	Reduced
2952	Madison Asset Management Madison, Wisconsin	$248K	+$238K	1	0%	New
2953	TA Townsend & Associates Westminster, Colorado	$248K	+$866	1	0.03%	Increased
2954	FM Family Management New York	$248K	-$17.4K	1	0.05%	Reduced
2955	SFS Sharp Financial Services Horsham, Pennsylvania	$248K	$0	1	0.23%	Maintained
2956	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$248K	+$246K	1	0.06%	New
2957	NB Northwest Bancshares Warren, Pennsylvania	$247K	+$236K	1	0.04%	New
2958	SFA Source Financial Advisors New York	$246K	+$3.46K	1	0.07%	Increased
2959	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$245K	+$164K	3	0.07%	Increased
2960	BIA Bell Investment Advisors Oakland, California	$244K	+$17.4K	5	0.05%	Increased
2961	GWM Gray Wealth Management Bangor, Maine	$243K	$0	1	0.11%	Maintained
2962	RF RHS Financial San Francisco, California	$243K	+$233K	1	0.14%	New
2963	AA Apriem Advisors Irvine, California	$242K	-$28.9K	1	0.03%	Reduced
2964	ACA Atlas Capital Advisors Jackson, Wyoming	$242K	+$9.36K	3	0.04%	Increased
2965	EA Echo45 Advisors Walnut Creek, California	$242K	+$2.88K	1	0.17%	Increased
2966	BFA Brendel Financial Advisors Hanover, New Hampshire	$242K	-$1.47K	1	0.28%	Reduced
2967	JCM Jag Capital Management St Louis, Missouri	$242K	-$25.8M	1	0.03%	Reduced
2968	ACM Armbruster Capital Management Pittsford, New York	$242K	$0	1	0.05%	Maintained
2969	CFP Cascade Financial Partners San Diego, California	$242K	+$237K	1	0.03%	New
2970	RCA Ranch Capital Advisors Sarasota, Florida	$240K	+$230K	1	0.13%	New
2971	MWM Mosley Wealth Management Anaheim, California	$239K	-$12.1K	1	0.22%	Reduced
2972	TA TruWealth Advisors Metairie, Louisiana	$239K	$0	1	0.02%	Maintained
2973	PAM Palisade Asset Management Minneapolis, Minnesota	$238K	+$9.23K	2	0.02%	Increased
2974	MWP Meridian Wealth Partners Exton, Pennsylvania	$238K	+$7.79K	1	0.04%	Increased
2975	DAM Delta Asset Management Memphis, Tennessee	$238K	$0	3	0.02%	Maintained