← 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	WA Wealthstream Advisors New York	$204K	+$216K	1	0.08%	New
3077	KL KilterHowling LLC Boulder, Colorado	$204K	$0	1	0.14%	Maintained
3078	D Diversified Wilmington, Delaware	$204K	+$195K	1	0.03%	New
3079	RA Riverstone Advisors New Braunfels, Texas	$204K	+$195K	1	0.12%	New
3080	WB West Bancorporation West Des Moines, Iowa	$204K	-$75.8K	1	0.13%	Reduced
3081	BF Brooklyn FI New York	$203K	+$188K	1	0.08%	New
3082	SPC Stewart & Patten Company Lafayette, California	$203K	-$28.9K	1	0.03%	Reduced
3083	FNWA Financial Network Wealth Advisors Murray, Utah	$202K	+$194K	1	0.2%	New
3084	CB Cadence Bank Tupelo, Mississippi	$202K	+$194K	1	0.01%	New
3085	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$202K	+$194K	1	0.07%	New
3086	CWM Campbell Wealth Management Alexandria, Virginia	$202K	+$194K	1	0.02%	New
3087	KWMG King Wealth Management Group Naples, Florida	$202K	+$193K	1	0.04%	New
3088	AFS AFG Fiduciary Services Hingham, Massachusetts	$202K	+$189K	1	0.15%	New
3089	EFL ERn Financial LLC Middleton, Wisconsin	$202K	+$193K	1	0.04%	New
3090	LA Latitude Advisors Vero Beach, Florida	$201K	+$193K	1	0.13%	New
3091	CWA Centennial Wealth Advisory Traverse City, Michigan	$201K	+$193K	1	0.09%	New
3092	FPFS First Personal Financial Services Charlotte, North Carolina	$201K	-$31.2K	2	0.05%	Reduced
3093	CA Corrado Advisors Ramsey, New Jersey	$200K	+$192K	1	0.13%	New
3094	TIM Tortoise Investment Management White Plains, New York	$197K	+$49.5K	3	0.02%	Increased
3095	VIA Virtus Investment Advisers Hartford, Connecticut	$194K	-$19.9K	2	0.14%	Reduced
3096	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$189K	+$2.56K	3	0.07%	Increased
3097	PP Paloma Partners Greenwich, Connecticut	$187K	-$640K	1	0.01%	Reduced
3098	TF Tompkins Financial Ithaca, New York	$183K	-$42.3K	2	0.02%	Reduced
3099	Belvedere Trading Chicago, Illinois	$181K	-$130K	2	0%	Reduced
3100	FCT First Community Trust Dubuque, Iowa	$170K	+$151K	2	0.16%	Increased