← 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	CPG Custom Portfolio Group Englewood, Colorado	$76.2K	+$68.8K	2	0.07%	New
3002	TVWM Tower View Wealth Management Shorewood, Wisconsin	$74K	$0	2	0.05%	Maintained
3003	VL Vima LLC Troy, Michigan	$71.3K	+$63.6K	3	0.16%	New
3004	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$69.2K	-$4.08K	2	0.03%	Reduced
3005	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$68.9K	+$33K	2	0.02%	Increased
3006	RWM Raffa Wealth Management Washington, District of Columbia	$68.6K	+$3.33K	4	0.02%	Increased
3007	Altshuler Shaham Tel Aviv, Israel	$68.5K	+$37.2K	1	0%	Increased
3008	FWM FSA Wealth Management Needham, Massachusetts	$67K	+$62.2K	2	0.03%	New
3009	PP Pacifica Partners Surrey, Canada	$67K	+$49.3K	3	0.03%	Increased
3010	PA Pineridge Advisors St. Charles, Missouri	$64.7K	+$55.8K	2	0.02%	New
3011	FWA FSC Wealth Advisors Fishkill, New York	$61K	-$22.7K	2	0.04%	Reduced
3012	ME McIlrath & Eck Arlington, Washington	$60.9K	$0	2	0.01%	Maintained
3013	EWP Elevation Wealth Partners Santa Rosa, California	$59.6K	+$61.2K	2	0.04%	Increased
3014	CAM Creekmur Asset Management Morton, Illinois	$59K	+$51.7K	3	0.02%	New
3015	CFS CGC Financial Services Lake Oswego, Oregon	$58.9K	$0	2	0.03%	Maintained
3016	SGC Slocum, Gordon & Co Newport, Rhode Island	$57.4K	+$15.4K	1	0.05%	Increased
3017	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$54K	+$17.9K	1	0.03%	Increased
3018	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$53.7K	-$10.3K	2	0.04%	Reduced
3019	SNB Security National Bank Omaha, Nebraska	$53K	+$47.3K	1	0.01%	New
3020	CAM Chesapeake Asset Management New York	$52.9K	-$15.8K	1	0.05%	Reduced
3021	DEM Disciplined Equity Management Neptune Beach, Florida	$51.6K	+$45.5K	2	0.04%	New
3022	MHR Matthew Hamilton Rosenberg	$51K	$0	1	0.02%	Maintained
3023	HMS Hanseatic Management Services Albuquerque, New Mexico	$50.8K	+$679	1	0.09%	Increased
3024	PBK Peoples Bank (Kansas) Pratt, Kansas	$50K	$0	1	0.04%	Maintained
3025	PCFFS Pacific Center for Financial Services San Ramon, California	$48.4K	-$4.53K	1	0.02%	Reduced