← 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
3126	1CP 1015 Capital Partners Pottstown, Pennsylvania	$453K	-$51.8K	3	0.38%	Reduced
3127	FB First Bancorp Damariscotta, Maine	$452K	-$24.6K	1	0.18%	Reduced
3128	CCA Collaborative Capital Advisors New York	$451K	+$505K	1	0.28%	New
3129	FGWP Founders Grove Wealth Partners Richmond, Virginia	$451K	+$256K	1	0.09%	Increased
3130	MQWP Morey & Quinn Wealth Partners Omaha, Nebraska	$450K	-$176	1	0.29%	Reduced
3131	SI Severin Investments St. Louis, Missouri	$449K	-$718K	1	0.34%	Reduced
3132	PCM Prospera Capital Management Gilbert, Arizona	$448K	$0	1	0.14%	Maintained
3133	Waratah Capital Advisors Toronto, Ontario, Canada	$447K	+$446K	1	0.02%	New
3134	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$446K	-$244K	1	0.05%	Reduced
3135	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$446K	+$500K	1	0.06%	New
3136	MWM MOR Wealth Management Philadelphia, Pennsylvania	$446K	+$103K	1	0.18%	Increased
3137	FMTC Farmers & Merchants Trust Company Long Beach, California	$444K	-$346K	1	0.1%	Reduced
3138	SCI S&CO Inc Boston, Massachusetts	$444K	$0	1	0.03%	Maintained
3139	CC Cornerstone Capital Palo Alto, California	$444K	-$637K	1	0.04%	Reduced
3140	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$442K	+$517K	1	0.14%	New
3141	AIS AM Investment Strategies Chattanooga, Tennessee	$441K	-$17.1K	1	0.08%	Reduced
3142	VCWM Vista Cima Wealth Management Surprise, Arizona	$441K	-$1.64K	1	0.33%	Reduced
3143	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$440K	+$4.77K	1	0.09%	Increased
3144	CAS Coppell Advisory Solutions Coppell, Texas	$439K	-$842K	1	0.04%	Reduced
3145	DWM Dogwood Wealth Management Lenexa, Kansas	$438K	+$34.1K	6	0.17%	Increased
3146	PCM Payne Capital Management New York	$436K	$0	1	0.12%	Maintained
3147	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$435K	-$222K	1	0.07%	Reduced
3148	FPN Financial Planning Navigators Maple Grove, Minnesota	$433K	-$30.1K	1	0.16%	Reduced
3149	SL Salomon & Ludwin Richmond, Virginia	$433K	-$16.1K	4	0.04%	Reduced
3150	PIM Penobscot Investment Management Boston, Massachusetts	$433K	-$313K	1	0.03%	Reduced