← 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	FWP Firethorn Wealth Partners Augusta, Georgia	$206K	+$170K	1	0.1%	New
3102	HFAS Hummer Financial Advisory Services Chicago, Illinois	$206K	+$189K	1	0.16%	New
3103	AWM Alterna Wealth Management Houston, Texas	$206K	+$189K	1	0.18%	New
3104	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$205K	+$169K	1	0.16%	New
3105	MJP Michael J. Puzo	$205K	+$192K	1	0.05%	New
3106	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$205K	+$192K	1	0.05%	New
3107	RF RHS Financial San Francisco, California	$205K	+$192K	1	0.1%	New
3108	VFA Values First Advisors Gray, Tennessee	$204K	+$188K	1	0.11%	New
3109	SCM Schnieders Capital Management Pasadena, California	$204K	-$139K	1	0.04%	Reduced
3110	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$204K	+$168K	1	0.08%	New
3111	RAM Revere Asset Management Dallas, Texas	$204K	+$187K	1	0.16%	New
3112	BFO Biltmore Family Office Charlotte, North Carolina	$204K	+$190K	1	0.03%	New
3113	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$203K	-$222K	1	0.07%	Reduced
3114	GHA Granite Harbor Advisors Houston, Texas	$203K	+$190K	1	0.12%	New
3115	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$201K	-$65.8K	1	0.84%	Reduced
3116	CEI Clark Estates Inc New York	$201K	+$185K	1	0.04%	New
3117	LWA Lantern Wealth Advisors Melville, New York	$201K	-$61.7K	1	0.14%	Reduced
3118	KW KWB Wealth Redlands, California	$201K	-$720K	1	0.03%	Reduced
3119	CI CAZ Investments Houston, Texas	$201K	+$61.4K	1	0.12%	Increased
3120	TA TruWealth Advisors Metairie, Louisiana	$201K	-$29.5K	1	0.01%	Reduced
3121	CCM Carlson Capital Management Northfield, Minnesota	$200K	+$184K	1	0.01%	New
3122	FSC Full Sail Capital Oklahoma City, Oklahoma	$200K	+$187K	1	0.01%	New
3123	JSAM J. Safra Asset Management New York	$200K	+$20.9K	2	0.02%	Increased
3124	FCT First Community Trust Dubuque, Iowa	$199K	+$4.61K	1	0.16%	Increased
3125	FMP Financial Management Professionals Austin, Texas	$195K	+$44.5K	4	0.02%	Increased