← 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	MC Marest Capital Tarzana, California	$217K	+$208K	1	0.2%	New
3027	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$217K	+$216K	1	0.02%	New
3028	ACA Affinity Capital Advisors Berkeley, California	$217K	-$26.3K	1	0.05%	Reduced
3029	CSC Caldwell Sutter Capital Sausalito, California	$217K	-$14.7K	3	0.1%	Reduced
3030	M1FG Mach-1 Financial Group Rogers, Arkansas	$216K	+$207K	1	0.16%	New
3031	HI Humankind Investments New York	$215K	-$43.3K	1	0.06%	Reduced
3032	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$215K	+$206K	1	0.15%	New
3033	SIAG Safeguard Investment Advisory Group Corona, California	$214K	+$205K	1	0.07%	New
3034	Wolverine Asset Management Chicago, Illinois	$214K	+$144K	1	0%	New
3035	CA Calton & Associates Tampa, Florida	$213K	+$198K	1	0.1%	New
3036	FMN Financial Management Network Mission Viejo, California	$213K	+$209K	1	0.05%	New
3037	SFG Sather Financial Group Victoria, Texas	$213K	+$204K	1	0.02%	New
3038	DIP DT Investment Partners Chadds Ford, Pennsylvania	$213K	$0	2	0.02%	Maintained
3039	LJHT Laurie J. Hall Trustee	$213K	-$10.1K	2	0.08%	Reduced
3040	RBC Roble Belko & Company Sewickley, Pennsylvania	$213K	-$12.8K	2	0.04%	Reduced
3041	AIM Athena Investment Management Orinda, California	$212K	+$203K	1	0.13%	New
3042	Journey Strategic Wealth Summit, New Jersey	$212K	+$203K	1	0.01%	New
3043	FSC Full Sail Capital Oklahoma City, Oklahoma	$212K	+$203K	1	0.01%	New
3044	AR Apeiron RIA Dallas, Texas	$211K	-$88.3K	1	0.06%	Reduced
3045	TWA Talisman Wealth Advisors Mountainside, New Jersey	$211K	+$203K	1	0.27%	New
3046	JMG Financial Group Downers Grove, Illinois	$211K	+$202K	1	0.01%	New
3047	UID Union Investments & Development Tel Aviv, Israel	$211K	$0	1	0.96%	Maintained
3048	DSM Capital Partners Palm Beach Gardens, Florida	$211K	+$10.7K	3	0%	Increased
3049	AWM Alterna Wealth Management Houston, Texas	$210K	+$201K	1	0.17%	New
3050	FCG Financial Connections Group Corte Madera, California	$210K	$0	3	0.23%	Maintained