← 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	CJ Caitlin John Brighton, Michigan	$269K	-$504K	6	0.17%	Reduced
2952	JWBC John W. Brooker & Co Oakland, California	$268K	-$3.29K	1	0.12%	Reduced
2953	PAM Palisade Asset Management Minneapolis, Minnesota	$268K	$0	1	0.03%	Maintained
2954	EP EPIQ Partners Minneapolis, Minnesota	$268K	$0	1	0.15%	Maintained
2955	CG Clifford Group Wayland, Massachusetts	$267K	+$5.12K	1	0.21%	Increased
2956	SWG Summit Wealth Group White River Junction, Vermont	$267K	$0	1	0.08%	Maintained
2957	KAM Knightsbridge Asset Management Newport Beach, California	$267K	+$4.11K	1	0.06%	Increased
2958	SN Sittner & Nelson Eugene, Oregon	$264K	-$3.95K	3	0.12%	Reduced
2959	AIA AIMZ Investment Advisors Los Altos, California	$264K	+$218K	1	0.09%	New
2960	FNWA Financial Network Wealth Advisors Murray, Utah	$264K	-$136K	4	0.22%	Reduced
2961	AC Avory & Company Miami, Florida	$264K	-$8.96K	1	0.16%	Reduced
2962	AI Arvest Investments Lowell, Arkansas	$264K	+$37.1K	1	0.04%	Increased
2963	DIP DT Investment Partners Chadds Ford, Pennsylvania	$262K	+$56.9K	4	0.02%	Increased
2964	GWM Gitterman Wealth Management Edison, New Jersey	$261K	+$2.47K	1	0.11%	Increased
2965	CG CFO4Life Group Coppell, Texas	$261K	+$215K	1	0.05%	New
2966	SFP Sweet Financial Partners Fairmont, Minnesota	$261K	+$256	1	0.06%	Increased
2967	QP Quartz Partners Saratoga Springs, New York	$261K	+$215K	1	0.16%	New
2968	CD Chapin Davis Baltimore, Maryland	$260K	+$215K	1	0.08%	New
2969	NC NovaPoint Capital Atlanta, Georgia	$260K	+$214K	1	0.08%	New
2970	TFG Taylor Financial Group Roanoke, Virginia	$260K	+$214K	1	0.18%	New
2971	CAM Clark Asset Management Stratham, New Hampshire	$260K	+$243K	1	0.06%	New
2972	IWP Insight Wealth Partners Plano, Texas	$259K	+$14K	1	0.05%	Increased
2973	GAMC Garner Asset Management Corp Plano, Texas	$258K	$0	1	0.11%	Maintained
2974	FFA Florida Financial Advisors Tampa, Florida	$258K	-$65.1K	1	0.13%	Reduced
2975	FRA Front Row Advisors Tiburon, California	$258K	-$56.5K	2	0.09%	Reduced