← 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
3051	HWM Hemington Wealth Management Falls Church, Virginia	$210K	+$201K	1	0.08%	New
3052	RW REDW Wealth Albuquerque, New Mexico	$210K	+$201K	1	0.06%	New
3053	AI Arvest Investments Lowell, Arkansas	$210K	-$7.21K	1	0.03%	Reduced
3054	NCM NCM Capital Management Ramsey, New Jersey	$209K	+$201K	1	0.12%	New
3055	VWM Vigilare Wealth Management Scottsdale, Arizona	$209K	-$418K	1	0.1%	Reduced
3056	JBA Johnson Bixby & Associates Vancouver, Washington	$209K	+$200K	1	0.04%	New
3057	GCP Gill Capital Partners Denver, Colorado	$208K	$0	1	0.08%	Maintained
3058	RIM Rockbridge Investment Management Syracuse, New York	$208K	-$210K	1	0.03%	Reduced
3059	USB Union Savings Bank Litchfield, Connecticut	$208K	$0	2	0.11%	Maintained
3060	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$207K	+$192K	1	0.13%	New
3061	MWM Marion Wealth Management Monroeville, Pennsylvania	$207K	+$198K	1	0.06%	New
3062	RWM RBA Wealth Management Newport Beach, California	$207K	+$198K	1	0.08%	New
3063	TFG Taylor Financial Group Roanoke, Virginia	$206K	+$198K	1	0.16%	New
3064	KAM Knightsbridge Asset Management Newport Beach, California	$206K	$0	1	0.06%	Maintained
3065	GCM Greenland Capital Management New York	$206K	+$139K	1	0.02%	New
3066	CWM Cherrydale Wealth Management Hoboken, New Jersey	$206K	+$197K	1	0.1%	New
3067	MCM Monarch Capital Management Fort Wayne, Indiana	$206K	+$197K	1	0.06%	New
3068	National Philanthropic Trust Jenkintown, Pennsylvania	$206K	-$806K	1	0%	Reduced
3069	SCM Sebold Capital Management Lisle, Illinois	$206K	+$190K	1	0.14%	New
3070	MLA MB, Levis & Associates Center Valley, Pennsylvania	$206K	$0	4	0.11%	Maintained
3071	SHF Stage Harbor Financial Westwood, Massachusetts	$205K	+$197K	1	0.19%	New
3072	WCG Weaver Consulting Group Huntington Beach, California	$205K	+$196K	1	0.08%	New
3073	WH Willner & Heller Encino, California	$205K	+$196K	1	0.2%	New
3074	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$205K	+$196K	1	0.18%	New
3075	HNWAG High Net Worth Advisory Group Naples, Florida	$205K	-$20.1K	1	0.06%	Reduced