← 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
3001	MPCA Madison Park Capital Advisors Seattle, Washington	$528K	+$146K	2	0.38%	Increased
3002	MWP Madison Wealth Partners Madison, Wisconsin	$528K	+$89.1K	1	0.07%	Increased
3003	EWM Evermay Wealth Management Arlington, Virginia	$528K	-$414K	3	0.05%	Reduced
3004	GP Guardian Partners Toronto, Canada	$528K	-$239K	3	0.05%	Reduced
3005	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$527K	+$203K	2	0.31%	Increased
3006	PW PUREfi Wealth Boston, Massachusetts	$526K	+$247K	1	0.29%	Increased
3007	BC Bridgefront Capital Austin, Texas	$526K	-$3.06M	2	0.14%	Reduced
3008	MWA Medallion Wealth Advisors Farmington, Connecticut	$525K	+$41.5K	5	0.17%	Increased
3009	EMC Everest Management Corp Cupertino, California	$525K	-$318K	1	0.2%	Reduced
3010	SA Sylvest Advisors Dallas, Texas	$525K	+$38.4K	1	0.24%	Increased
3011	MW MBL Wealth Charlotte, North Carolina	$524K	-$440K	2	0.04%	Reduced
3012	EP Essential Partners Rancho Santa Fe, California	$524K	-$1.34M	6	0.24%	Reduced
3013	TCWM Total Clarity Wealth Management St. Charles, Illinois	$523K	-$80.8K	1	0.1%	Reduced
3014	MC Matters Capital Miami, Florida	$522K	-$460K	2	0.37%	Reduced
3015	DWM Daner Wealth Management Alpharetta, Georgia	$522K	+$208K	2	0.28%	Increased
3016	CIG Cullen Investment Group Lafayette, Louisiana	$522K	-$385K	1	0.06%	Reduced
3017	AAMG AMG Asset Management Group Cartersville, Georgia	$521K	-$216K	1	0.33%	Reduced
3018	AG ASO Group Road Town,	$521K	$0	1	0.22%	Maintained
3019	AAG Armstrong Advisory Group Needham, Massachusetts	$520K	+$78.6K	4	0.03%	Increased
3020	PA Planning Alternatives Birmingham, Michigan	$520K	-$63.7K	2	0.06%	Reduced
3021	MCM Manchester Capital Management Manchester, Vermont	$519K	-$5.07K	4	0.07%	Reduced
3022	BMC Beaton Management Company Haverhill, Massachusetts	$519K	-$249K	1	0.21%	Reduced
3023	PP Postrock Partners Overland Park, Oregon	$519K	+$20K	1	0.21%	Increased
3024	EC Elequin Capital New York	$518K	-$1.63M	1	0.02%	Reduced
3025	MBAML Marble Bar Asset Management LLP London,	$518K	-$6.44K	1	0.36%	Reduced