← 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
3026	BI Bradyco Inc Cambridge, Massachusetts	$516K	$0	1	0.59%	Maintained
3027	DW30 Drucker Wealth 3.0 Woodcliff Lake, New Jersey	$515K	-$300K	1	0.08%	Reduced
3028	OPW Oxler Private Wealth Rye Brook, New York	$515K	-$52K	1	0.15%	Reduced
3029	SLWA San Luis Wealth Advisors San Luis Obispo, California	$514K	-$41.3K	1	0.08%	Reduced
3030	OFO OneAscent Family Office Birmingham, Alabama	$514K	-$136K	2	0.26%	Reduced
3031	AGP Aspire Growth Partners Miromar Lakes, Florida	$514K	-$6.86K	1	0.3%	Reduced
3032	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$511K	+$13.2K	2	0.15%	Increased
3033	PGFG Pine Grove Financial Group Woodbury, Minnesota	$511K	-$104K	2	0.05%	Reduced
3034	LBC Lowe Brockenbrough & Co Richmond, Virginia	$511K	$0	1	0.02%	Maintained
3035	ICP Impact Capital Partners Greenwood Village, Colorado	$506K	-$501K	1	0.14%	Reduced
3036	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$505K	-$85.9K	1	0.13%	Reduced
3037	CAM Costello Asset Management Feasterville, Pennsylvania	$503K	+$27.3K	2	0.15%	Increased
3038	LWM LightSquare Wealth Management Bingham Farms, Michigan	$502K	-$166K	2	0.35%	Reduced
3039	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$502K	-$13.2K	2	0.16%	Reduced
3040	GA Greenspring Advisors Towson, Maryland	$501K	+$42.4K	1	0.03%	Increased
3041	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$500K	-$6.68K	1	0.15%	Reduced
3042	IAG Investment Advisory Group Hanover, Massachusetts	$499K	+$81.8K	1	0.11%	Increased
3043	OC Oarsman Capital Milwaukee, Wisconsin	$499K	-$379K	1	0.05%	Reduced
3044	LPAM Lodestar Private Asset Management Alamo, California	$497K	-$75.4K	1	0.04%	Reduced
3045	LI LMCG Investments Boston, Massachusetts	$497K	-$16.5K	1	0.03%	Reduced
3046	WPW Watershed Private Wealth Oak Brook, Illinois	$496K	-$26.3K	1	0.14%	Reduced
3047	AHL Abel Hall LLC Baton Rouge, Louisiana	$496K	-$1.32M	2	0.09%	Reduced
3048	STA Smith Thornton Advisors Huntsville, Alabama	$496K	-$9.96K	1	0.22%	Reduced
3049	WPC Waters Parkerson & Co New Orleans, Louisiana	$496K	+$123K	1	0.02%	Increased
3050	GHI Gross & Hartman Investments Leola, Pennsylvania	$496K	+$68.9K	1	0.22%	Increased