← 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
3201	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$406K	+$42K	1	0.06%	Increased
3202	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$406K	-$25.8K	1	0.16%	Reduced
3203	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$406K	-$657K	1	0.06%	Reduced
3204	FCT First Community Trust Dubuque, Iowa	$406K	+$120K	2	0.18%	Increased
3205	CPL CAP Partners LLC Franklin, Tennessee	$406K	+$147K	1	0.2%	Increased
3206	VC Veracity Capital Atlanta, Georgia	$406K	-$208K	1	0.11%	Reduced
3207	AC Avant Capital Lafayette, Louisiana	$405K	+$79.9K	1	0.25%	Increased
3208	LMFP Larry Mathis Financial Planning Phoenix, Arizona	$403K	+$46K	1	0.31%	Increased
3209	SP Successful Portfolios Clearwater, Florida	$403K	$0	1	0.19%	Maintained
3210	KA Kure Advisory Plymouth, Minnesota	$403K	-$7.09K	1	0.19%	Reduced
3211	BFO Biltmore Family Office Charlotte, North Carolina	$403K	+$402K	1	0.05%	New
3212	ICM Ionic Capital Management New York	$403K	-$68.2K	1	0.06%	Reduced
3213	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$402K	+$6.96K	1	0.03%	Increased
3214	NRI NFP Retirement Inc Aliso Viejo, California	$402K	-$167K	1	0.02%	Reduced
3215	MCWA Meadow Creek Wealth Advisors Atlanta, Georgia	$401K	-$87.9K	1	0.24%	Reduced
3216	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$400K	+$8.74K	2	0.05%	Increased
3217	WPIC White Pine Investment Company Livonia, Michigan	$400K	+$398K	1	0.09%	New
3218	WCP Wick Capital Partners Wayne, Pennsylvania	$400K	-$598K	1	0.06%	Reduced
3219	ACA Affinity Capital Advisors Berkeley, California	$400K	-$642K	1	0.05%	Reduced
3220	FPH Financial Planning Hawaii Honolulu, Hawaii	$397K	+$94.4K	1	0.21%	Increased
3221	ECM Ebert Capital Management Eureka, California	$397K	-$20.8K	1	0.37%	Reduced
3222	VWM Vigil Wealth Management Ponte Vedra Beach, Florida	$397K	+$445K	1	0.28%	New
3223	ACM Avalon Capital Management Port Of Redwood City, California	$396K	$0	1	0.09%	Maintained
3224	VPW Variant Private Wealth Tysons, Virginia	$396K	-$1.09K	1	0.44%	Reduced
3225	LIA Limestone Investment Advisors New York	$396K	-$289K	1	0.03%	Reduced