← 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
2976	AP Advisortrust Partners Raleigh, North Carolina	$546K	+$226K	1	0.19%	Increased
2977	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$545K	-$51.2K	1	0.08%	Reduced
2978	ABLA Alan B. Lancz & Associates Toledo, Ohio	$545K	-$37.4K	2	0.47%	Reduced
2979	BFG Birch Financial Group Keene, New Hampshire	$544K	-$688K	1	0.28%	Reduced
2980	HR Howe & Rusling Rochester, New York	$544K	+$10.7K	2	0.03%	Increased
2981	BFA Bill Few Associates Pittsburgh, Pennsylvania	$543K	+$20.4K	2	0.12%	Increased
2982	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$543K	-$2.05K	1	0.13%	Reduced
2983	BCG Breakwater Capital Group Paramus, New Jersey	$542K	+$352	1	0.07%	Increased
2984	PF Prota Financial Houston, Texas	$541K	+$44.5K	1	0.36%	Increased
2985	AT American Trust Lexington, Kentucky	$539K	-$190K	1	0.04%	Reduced
2986	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$539K	+$13.6K	1	0.32%	Increased
2987	VMMC V.M. Manning & Co Greenville, South Carolina	$539K	+$630K	1	0.46%	New
2988	WTA Washington Trust Advisors Wellesley, Massachusetts	$539K	+$3.91K	3	0.04%	Increased
2989	3F 360 Financial Wayzata, Minnesota	$539K	-$1.09K	1	0.14%	Reduced
2990	FZCM Flynn Zito Capital Management Garden City, New York	$537K	+$56.9K	2	0.15%	Increased
2991	AWA Authentikos Wealth Advisory Morgan Hill, California	$537K	+$439K	3	0.34%	Increased
2992	ICA Infrastructure Capital Advisors New York	$537K	+$628K	1	0.03%	New
2993	SSA South Street Advisors New York	$537K	-$11.4M	1	0.07%	Reduced
2994	Wedge Capital Management Charlotte, North Carolina	$536K	-$1.03M	2	0.01%	Reduced
2995	AWM Activest Wealth Management Aventure, Florida	$535K	-$319K	5	0.1%	Reduced
2996	CWM ClientFirst Wealth Management Little Rock, Arkansas	$534K	$0	1	0.44%	Maintained
2997	MA MSA Advisors Santa Monica, California	$533K	-$252K	1	0.14%	Reduced
2998	JWM Jacksonville Wealth Management Jacksonville, Florida	$533K	-$6.96K	1	0.3%	Reduced
2999	CWA Centennial Wealth Advisory Traverse City, Michigan	$533K	-$160K	1	0.12%	Reduced
3000	DWS Dynamic Wealth Strategies Granite Bay, California	$532K	+$84.3K	2	0.28%	Increased