← 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
3076	TPWM Twelve Points Wealth Management Concord, Massachusetts	$482K	+$232K	3	0.1%	Increased
3077	BWM Buckley Wealth Management Las Vegas, Nevada	$482K	+$563K	1	0.12%	New
3078	RFA Rollins Financial Advisors New York City, New York	$481K	-$432K	2	0.06%	Reduced
3079	BIG Builder Investment Group Atlanta, Georgia	$481K	-$10.5K	1	0.1%	Reduced
3080	T Tidemark San Diego, California	$479K	+$68.3K	4	0.11%	Increased
3081	CAL Capital Advisors Ltd Shaker Heights, Ohio	$478K	+$31.8K	4	0.05%	Increased
3082	MBT Montecito Bank & Trust Santa Barbara, California	$478K	-$374K	2	0.07%	Reduced
3083	SEP Southland Equity Partners Wildwood, Missouri	$478K	+$60.7K	1	0.08%	Increased
3084	PF Prosperitas Financial Valencia, California	$477K	+$24.1K	1	0.15%	Increased
3085	PCP Panoramic Capital Partners Lake Oswego, Oregon	$475K	-$58.1K	1	0.22%	Reduced
3086	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$475K	+$496K	2	0.2%	New
3087	AWF Alpha Wealth Funds Park City, Utah	$474K	+$555K	1	0.26%	New
3088	JWWM Johnson & White Wealth Management York, Pennsylvania	$474K	+$1.36K	1	0.18%	Increased
3089	NWWA New Wave Wealth Advisors Springdale, Arkansas	$474K	-$559K	1	0.13%	Reduced
3090	ALC Alexander Labrunerie & Co Columbia, Missouri	$473K	+$53.5K	1	0.17%	Increased
3091	RAM Robinhood Asset Management Menlo Park, California	$472K	+$207K	1	0.03%	Increased
3092	PHS Pekin Hardy Strauss Chicago, Illinois	$471K	+$160K	1	0.04%	Increased
3093	QA Quattro Advisors Pittsburgh, Pennsylvania	$471K	+$31.1K	1	0.31%	Increased
3094	FIC Family Investment Center Saint Joseph, Missouri	$470K	+$550K	1	0.08%	New
3095	SA Scarborough Advisors Annapolis, Maryland	$470K	-$50.7K	1	0.05%	Reduced
3096	PG Patten Group Chattanooga, Tennessee	$470K	+$162K	1	0.07%	Increased
3097	LBC Leigh Baldwin & Co Cazenovia, New York	$470K	-$19.4K	1	0.25%	Reduced
3098	MWM McMill Wealth Management Norfolk, Nebraska	$468K	-$273	1	0.11%	Reduced
3099	SI Seeds Investor New York	$468K	+$2.01K	2	0.05%	Increased
3100	PPW Pasadena Private Wealth Pasadena, California	$468K	+$59K	2	0.06%	Increased