← 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	FNWM Financial Network Wealth Management Draper, Utah	$209K	+$218K	1	0.08%	New
3002	ACC Acorn Creek Capital Fort Collins, Colorado	$208K	-$19K	1	0.12%	Reduced
3003	WB West Bancorporation West Des Moines, Iowa	$207K	-$2.94K	1	0.15%	Reduced
3004	JCM Jag Capital Management St Louis, Missouri	$206K	$0	1	0.03%	Maintained
3005	ALC Alexander Labrunerie & Co Columbia, Missouri	$206K	+$192K	1	0.11%	New
3006	CFP Cascade Financial Partners San Diego, California	$206K	-$5.35K	1	0.03%	Reduced
3007	RCA Ranch Capital Advisors Sarasota, Florida	$205K	$0	1	0.11%	Maintained
3008	AIM Alhambra Investment Management Palmetto Bay, Florida	$205K	+$214K	1	0.11%	New
3009	MWM Mosley Wealth Management Anaheim, California	$205K	+$1.61K	1	0.17%	Increased
3010	AWM Activest Wealth Management Aventure, Florida	$205K	+$80K	2	0.07%	Increased
3011	DSM Capital Partners Palm Beach Gardens, Florida	$204K	$0	3	0%	Maintained
3012	JLBC J.L. Bainbridge & Co Sarasota, Florida	$204K	+$2.14K	1	0.02%	Increased
3013	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$203K	-$35.6K	1	0.04%	Reduced
3014	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$203K	+$181K	1	0.14%	New
3015	RA Rational Advisors Huntington, New York	$203K	-$3.37M	1	0.02%	Reduced
3016	Iconiq Capital San Francisco, California	$203K	+$211K	1	0%	New
3017	AWM Abound Wealth Management Franklin, Tennessee	$203K	-$3.48K	4	0.07%	Reduced
3018	GWP Gateway Wealth Partners Appleton, Wisconsin	$203K	+$2.68K	1	0.06%	Increased
3019	VH Visionary Horizons Knoxville, Tennessee	$203K	+$180K	1	0.15%	New
3020	AWA Aletheian Wealth Advisors Bellevue, Washington	$202K	+$210K	1	0.11%	New
3021	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$202K	+$19.5K	1	0.13%	Increased
3022	OPA Old Port Advisors Portland, Maine	$202K	+$9.37K	1	0.06%	Increased
3023	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$201K	+$188K	1	0.02%	New
3024	RWM Revisor Wealth Management Akron, Ohio	$201K	-$15.8K	1	0.14%	Reduced
3025	OTL Oak Thistle LLC New York	$201K	-$1.2M	1	0.15%	Reduced