← 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	WE Wealth Effects Boston, Massachusetts	$237K	+$7.68K	1	0.08%	Increased
3027	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$236K	-$4.61K	1	0.14%	Reduced
3028	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$236K	+$217K	1	0.04%	New
3029	DC Diametric Capital Boston, Massachusetts	$236K	-$370K	1	0.12%	Reduced
3030	M1FG Mach-1 Financial Group Rogers, Arkansas	$234K	+$219K	1	0.14%	New
3031	BCG Breakwater Capital Group Paramus, New Jersey	$233K	+$4.61K	1	0.05%	Increased
3032	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$233K	+$174K	1	0.21%	New
3033	CGA Crescent Grove Advisors Lake Forest, Illinois	$232K	-$114K	1	0.02%	Reduced
3034	ACA Atlas Capital Advisors Jackson, Wyoming	$231K	-$97.9K	3	0.04%	Reduced
3035	DSM Capital Partners Palm Beach Gardens, Florida	$230K	-$9.62K	3	0%	Reduced
3036	QFA Quantum Financial Advisors El Segundo, California	$230K	$0	1	0.04%	Maintained
3037	GWM Gray Wealth Management Bangor, Maine	$230K	-$3.59K	1	0.09%	Reduced
3038	BC BIT Capital Berlin, Germany	$229K	-$1.02M	1	0.02%	Reduced
3039	AWA Archvest Wealth Advisors Concord, California	$229K	$0	1	0.15%	Maintained
3040	Allstate Corporation Northbrook, Illinois	$228K	-$1.13M	1	0.02%	Reduced
3041	MPCL My Personal CFO LLC Vancouver, Washington	$228K	-$27.4K	1	0.12%	Reduced
3042	SIA SGL Investment Advisors Missoula, Montana	$228K	+$176K	1	0.12%	New
3043	LA Lifeworks Advisors Grand Rapids, Michigan	$228K	+$213K	1	0.04%	New
3044	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$227K	-$18.1K	1	0.02%	Reduced
3045	FPFS First Personal Financial Services Charlotte, North Carolina	$227K	+$921	3	0.05%	Increased
3046	NCTC New Covenant Trust Company Jeffersonville, Indiana	$226K	+$209K	1	0.22%	New
3047	LFG Lockerman Financial Group Newport Beach, California	$225K	+$1.54K	1	0.38%	Increased
3048	CFAM Center For Asset Management Palm Beach Gardens, Florida	$224K	+$206K	1	0.13%	New
3049	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$224K	+$185K	1	0.06%	New
3050	EFL ERn Financial LLC Middleton, Wisconsin	$224K	+$206K	1	0.03%	New