← 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	KAM Knightsbridge Asset Management Newport Beach, California	$230K	+$734	1	0.06%	Increased
2952	CB Cadence Bank Tupelo, Mississippi	$230K	+$11.8K	1	0.02%	Increased
2953	AWM Aries Wealth Management Portland, Maine	$229K	+$238K	1	0.07%	New
2954	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$228K	+$8.83K	1	0.13%	Increased
2955	SCM Sebold Capital Management Lisle, Illinois	$227K	+$833	1	0.16%	Increased
2956	GWM Gitterman Wealth Management Edison, New Jersey	$227K	+$212K	1	0.09%	New
2957	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$227K	+$3.48K	1	0.14%	Increased
2958	AWM Ariadne Wealth Management Santa Barbara, California	$227K	+$236K	1	0.18%	New
2959	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$227K	+$6.42K	1	0.16%	Increased
2960	GAG GM Advisory Group Melville, New York	$227K	+$236K	1	0.01%	New
2961	RAS RPS Advisory Solutions Louisville, Kentucky	$226K	+$235K	1	0.21%	New
2962	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$226K	-$6.69K	1	0.01%	Reduced
2963	Welch Group Birmingham, Alabama	$226K	-$803	1	0.01%	Reduced
2964	BIA Bell Investment Advisors Oakland, California	$225K	+$2.11K	5	0.04%	Increased
2965	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$224K	-$1.61K	1	0.13%	Reduced
2966	FWM Foguth Wealth Management Brighton, Michigan	$224K	-$807K	1	0.1%	Reduced
2967	CWM Campbell Wealth Management Alexandria, Virginia	$224K	+$53.5K	1	0.07%	Increased
2968	BF Brooklyn FI New York	$223K	-$225	1	0.09%	Reduced
2969	CSC Caldwell Sutter Capital Sausalito, California	$223K	+$75.2K	3	0.11%	Increased
2970	RSA River Street Advisors Aurora, Illinois	$223K	+$208K	1	0.14%	New
2971	WSWA Warren Street Wealth Advisors Newport Beach, California	$221K	+$5.35K	1	0.11%	Increased
2972	MWA Motive Wealth Advisors Birmingham, Michigan	$220K	-$16.6K	1	0.13%	Reduced
2973	RBC Roble Belko & Company Sewickley, Pennsylvania	$220K	$0	2	0.04%	Maintained
2974	GWM Gray Wealth Management Bangor, Maine	$220K	+$12.3K	1	0.09%	Increased
2975	FC FORA Capital Miami, Florida	$218K	+$227K	1	0.03%	New