← 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	TFA Trinity Financial Advisors Columbus, Ohio	$258K	$0	1	0.12%	Maintained
2977	CWP Curated Wealth Partners El Segundo, California	$257K	+$1.02K	1	0.03%	Increased
2978	BIA Bell Investment Advisors Oakland, California	$257K	-$868	5	0.05%	Reduced
2979	SIAG Safeguard Investment Advisory Group Corona, California	$256K	+$240K	1	0.07%	New
2980	TIA Traphagen Investment Advisors Oradell, New Jersey	$256K	+$211K	1	0.03%	New
2981	FPWM FSB Premier Wealth Management Waterloo, Iowa	$254K	+$238K	1	0.1%	New
2982	D Diversified Wilmington, Delaware	$254K	+$6.4K	1	0.03%	Increased
2983	DE Diversified Enterprises Wilmington, Delaware	$254K	+$238K	1	0.03%	New
2984	LGG Luts & Greenleigh Group Bethesda, Maryland	$254K	+$233K	1	0.24%	New
2985	MBI May Barnhard Investments Bethesda, Maryland	$254K	$0	1	0.12%	Maintained
2986	IPW Impact Partnership Wealth Marietta, Georgia	$253K	+$209K	1	0.06%	New
2987	RSA River Street Advisors Aurora, Illinois	$253K	$0	1	0.14%	Maintained
2988	MFS Madrona Financial Services Everett, Washington	$253K	+$237K	1	0.07%	New
2989	CB Cadence Bank Tupelo, Mississippi	$252K	-$8.22K	1	0.02%	Reduced
2990	CS Crescent Sterling Metairie, Louisiana	$252K	+$236K	1	0.24%	New
2991	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$252K	$0	1	0.27%	Maintained
2992	AA Aire Advisors Beverly Hills, California	$251K	-$6.4K	1	0.06%	Reduced
2993	WPW Warther Private Wealth Akron, Ohio	$251K	-$5.58M	1	0.09%	Reduced
2994	AAMA Advanced Asset Management Advisors Dublin, Ohio	$251K	$0	1	0.07%	Maintained
2995	RBC Roble Belko & Company Sewickley, Pennsylvania	$250K	$0	2	0.04%	Maintained
2996	KIG Kessler Investment Group Columbus, Indiana	$250K	-$46.2K	2	0.13%	Reduced
2997	MP McDonald Partners Cleveland, Ohio	$250K	+$2.82K	1	0.06%	Increased
2998	JCM Jag Capital Management St Louis, Missouri	$249K	+$27.2K	1	0.03%	Increased
2999	CAM CenterStar Asset Management Chicago, Illinois	$249K	-$729K	1	0.05%	Reduced
3000	Catalyst Capital Advisors Huntington, New York	$248K	+$231K	2	0.01%	New