← 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
3176	GRWP Green Ridge Wealth Planning Montville, New Jersey	$416K	-$112K	1	0.18%	Reduced
3177	Mairs & Power Inc St Paul, Minnesota	$416K	-$8.67M	1	0%	Reduced
3178	HI Hendershot Investments Centreville, Virginia	$416K	+$136	1	0.05%	Increased
3179	NS Northland Securities Minneapolis, Minnesota	$416K	+$254K	1	0.24%	Increased
3180	BOM Bank of Marin Novato, California	$416K	-$25.8K	1	0.29%	Reduced
3181	PWP Phillips Wealth Planners Starkville, Mississippi	$415K	-$17.4K	1	0.31%	Reduced
3182	CFP Curran Financial Partners Daniel Island, South Carolina	$414K	+$56.7K	1	0.06%	Increased
3183	RA Rubicon Advisors Redding, California	$414K	-$13.6K	1	0.3%	Reduced
3184	KB Kimelman & Baird New York	$412K	-$20.4K	2	0.03%	Reduced
3185	MEG Millstone Evans Group Boulder, Colorado	$412K	-$4.67K	4	0.22%	Reduced
3186	HW Hamilton Wealth Encino, California	$411K	+$445K	2	0.08%	New
3187	OM OV Management Minneapolis, Minnesota	$411K	-$3.04K	2	0.77%	Reduced
3188	CWM CCG Wealth Management San Diego, California	$411K	-$26.1K	1	0.1%	Reduced
3189	NLP Next Level Private Harrison, New York	$410K	-$17.8K	1	0.08%	Reduced
3190	SWM Silverlake Wealth Management Williston, Vermont	$410K	-$34.8K	1	0.08%	Reduced
3191	LSA L & S Advisors Los Angeles, California	$410K	-$7.37K	1	0.04%	Reduced
3192	SA Sonoma Allocations Santa Rosa, California	$409K	+$73.9K	1	0.13%	Increased
3193	MVF Markin Volterra Fund Rye, New York	$409K	+$169K	1	0.28%	Increased
3194	PLFS Provident Living Financial Services Lehi, Utah	$409K	+$126K	1	0.4%	Increased
3195	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$409K	+$204K	3	0.08%	Increased
3196	HCP Holt Capital Partners Fort Worth, Texas	$408K	$0	1	0.05%	Maintained
3197	SCM Spring Capital Management Amarillo, Texas	$408K	$0	1	0.2%	Maintained
3198	SCM Sollinda Capital Management Miami, Florida	$408K	+$477K	1	0.09%	New
3199	KCIC Kuhn & Co Investment Counsel Chicago, Illinois	$407K	+$12.8K	1	0.24%	Increased
3200	OC Oakworth Capital Birmingham, Alabama	$407K	+$43.2K	3	0.02%	Increased