← 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	GCP Gill Capital Partners Denver, Colorado	$248K	+$16.1K	1	0.09%	Increased
3002	MWM Marion Wealth Management Monroeville, Pennsylvania	$248K	+$21.8K	1	0.07%	Increased
3003	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$247K	+$6.15K	1	0.14%	Increased
3004	RAS RPS Advisory Solutions Louisville, Kentucky	$247K	+$5.89K	1	0.18%	Increased
3005	VAM Vienna Asset Management Saratoga, California	$246K	-$940K	1	0.18%	Reduced
3006	LWM Liberty Wealth Management Oakland, California	$246K	-$2.05M	1	0.04%	Reduced
3007	ERWM Elk River Wealth Management Denver, Colorado	$246K	$0	1	0.04%	Maintained
3008	QL Quarry LP New York	$244K	-$521	3	0.06%	Reduced
3009	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$244K	+$25.6K	1	0.04%	Increased
3010	USB Union Savings Bank Litchfield, Connecticut	$244K	$0	2	0.12%	Maintained
3011	WB West Bancorporation West Des Moines, Iowa	$242K	+$6.58K	1	0.16%	Increased
3012	QCM Qsemble Capital Management New York	$242K	-$1.43M	1	0.04%	Reduced
3013	ACC Acorn Creek Capital Fort Collins, Colorado	$242K	+$19.2K	1	0.13%	Increased
3014	SCM Sage Capital Management Stockton, New Jersey	$242K	+$199K	1	0.12%	New
3015	IDBONY Israel Discount Bank of New York New York	$242K	+$226K	1	0.36%	New
3016	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$241K	-$768	1	0.14%	Reduced
3017	MGAM McGowan Group Asset Management Dallas, Texas	$240K	+$198K	1	0.03%	New
3018	CFSG Clark Financial Services Group Chesterfield, Missouri	$240K	+$225K	1	0.22%	New
3019	KL KilterHowling LLC Boulder, Colorado	$240K	$0	1	0.15%	Maintained
3020	UFF USA Financial Formulas Ada, Michigan	$240K	+$209K	1	0.04%	Increased
3021	TFA Toth Financial Advisory Leesburg, Virginia	$240K	+$3.21K	5	0.03%	Increased
3022	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$239K	$0	1	0.13%	Maintained
3023	HB HTLF Bank Denver, Colorado	$238K	-$94.3K	1	0.03%	Reduced
3024	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$237K	+$42.5K	3	0.04%	Increased
3025	AM Account Management Boxford, Massachusetts	$237K	-$19.2K	1	0.28%	Reduced