← 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
3101	MSG Main Street Group Glen Allen, Virginia	$91.2K	-$13.4K	2	0.04%	Reduced
3102	UID Union Investments & Development Tel Aviv, Israel	$90K	-$93.7K	1	0.55%	Reduced
3103	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$90K	+$81.3K	5	0.04%	Increased
3104	SIC SJS Investment Consulting Sylvania, Ohio	$89.9K	-$151K	5	0.02%	Reduced
3105	CPG Custom Portfolio Group Englewood, Colorado	$86.9K	$0	2	0.07%	Maintained
3106	BC Barrett & Company Providence, Rhode Island	$86.9K	-$46.8K	3	0.04%	Reduced
3107	OAJ Ogorek Anthony Joseph Williamsville, New York	$83K	+$3.67K	2	0.03%	Increased
3108	PCWA Pacific Capital Wealth Advisors Corona, California	$82.9K	+$67.3K	3	0.02%	Increased
3109	HFS Horizon Financial Services Winston Salem, North Carolina	$79.5K	+$13.9K	3	0.05%	Increased
3110	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$77.1K	$0	2	0.02%	Maintained
3111	PP Pacifica Partners Surrey, Canada	$76.9K	-$3.43K	2	0.03%	Reduced
3112	GCA Genesee Capital Advisors Auburn, New York	$76.9K	+$9.27K	1	0.04%	Increased
3113	BHWM Beaird Harris Wealth Management Dallas, Texas	$76.3K	+$60.7K	4	0.01%	Increased
3114	JEST JTC Employer Solutions Trustee St Helier, Jersey	$76K	+$67.6K	1	0.01%	New
3115	EWP Elevation Wealth Partners Santa Rosa, California	$74.3K	$0	2	0.04%	Maintained
3116	TVWM Tower View Wealth Management Shorewood, Wisconsin	$73.2K	$0	2	0.04%	Maintained
3117	KPP Kings Path Partners Sugar Land, Texas	$72.9K	+$79.5K	2	0.03%	New
3118	RWM Raffa Wealth Management Washington, District of Columbia	$70.9K	+$839	4	0.02%	Increased
3119	CAC Core Alternative Capital Peachtree Corners, Georgia	$70K	$0	2	0.01%	Maintained
3120	SC Stephens Consulting Flint, Michigan	$68.5K	+$33.4K	3	0.02%	Increased
3121	IGWM ICA Group Wealth Management Denver, Colorado	$68.4K	-$503K	4	0.04%	Reduced
3122	PCFFS Pacific Center for Financial Services San Ramon, California	$67K	$0	2	0.02%	Maintained
3123	G Gainplan Bloomfield Hills, Michigan	$66.2K	+$77.7K	1	0.03%	New
3124	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$66K	-$3.87K	2	0.02%	Reduced
3125	TCM Tradewinds Capital Management Bellingham, Washington	$65.8K	+$7.52K	4	0.02%	Increased