← 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
3151	WAM WFA Asset Management Whitefish Bay, Wisconsin	$40.7K	-$64.8K	1	0.02%	Reduced
3152	LFA LGT Financial Advisors Dallas, Texas	$40.6K	+$39.6K	2	0.09%	New
3153	DF DecisionPoint Financial Mesa, Arizona	$40K	$0	3	0.01%	Maintained
3154	EA Emerald Advisors Bellevue, Washington	$39.5K	$0	1	0.01%	Maintained
3155	GIM Guild Investment Management Los Angeles, California	$39.5K	+$46.4K	1	0.05%	New
3156	PPWM PFG Private Wealth Management Lutz, Florida	$39.3K	$0	1	0.02%	Maintained
3157	CCC Chelsea Counsel Company Los Angeles, California	$39.3K	$0	1	0.02%	Maintained
3158	RWM Ruedi Wealth Management Champaign, Illinois	$38.9K	+$17.1K	2	0.02%	Increased
3159	SGC Slocum, Gordon & Co Newport, Rhode Island	$38.6K	$0	1	0.03%	Maintained
3160	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$37.4K	$0	2	0.01%	Maintained
3161	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$37.4K	+$1.34K	3	0.01%	Increased
3162	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$37.1K	+$923	2	0.02%	Increased
3163	AP Aspect Partners Fairfax, Virginia	$36.9K	+$5.91K	3	0.02%	Increased
3164	MWA Miller Wealth Advisors Ridgeway, Colorado	$36.8K	+$18.6K	1	0.02%	Increased
3165	HF Halpern Financial Ashburn, Virginia	$36.5K	$0	1	0.01%	Maintained
3166	AJ Ashburton (Jersey) St Helier, Jersey	$36K	+$31.7K	1	0.02%	New
3167	PLU Performa Ltd (US) Charleston, South Carolina	$35.5K	+$37.2K	1	0.01%	Increased
3168	PCTC Perkins Coie Trust Company Seattle, Washington	$34.7K	-$1.52K	1	0.01%	Reduced
3169	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$34.6K	+$2.94K	3	0.01%	Increased
3170	TC Tacita Capital Toronto, Ontario, Canada	$33.3K	$0	2	0.02%	Maintained
3171	PCC Park Circle Company Baltimore, Maryland	$31.6K	$0	2	0.03%	Maintained
3172	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$30.2K	+$2.94K	2	0.01%	Increased
3173	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$30.1K	-$15.2K	1	0.01%	Reduced
3174	RFG REAP Financial Group Austin, Texas	$29.8K	-$6.69K	1	0.01%	Reduced
3175	CIR Clear Investment Research Alpharetta, Georgia	$28.3K	+$26.2K	1	0.04%	Increased