← 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	ME McIlrath & Eck Arlington, Washington	$78.2K	-$66K	2	0.01%	Reduced
3202	RWM Raffa Wealth Management Washington, District of Columbia	$77.6K	-$1.45K	4	0.02%	Reduced
3203	CAC Core Alternative Capital Peachtree Corners, Georgia	$76.8K	$0	2	0.01%	Maintained
3204	GCA Genesee Capital Advisors Auburn, New York	$75.1K	-$16.2K	1	0.04%	Reduced
3205	KFS Keynote Financial Services Vernon, Connecticut	$73.8K	+$4.83K	1	0.06%	Increased
3206	PCFFS Pacific Center for Financial Services San Ramon, California	$72K	$0	2	0.02%	Maintained
3207	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$71.9K	$0	2	0.02%	Maintained
3208	AW Avion Wealth The Woodlands, Texas	$71K	+$13.5K	5	0.02%	Increased
3209	IHWM Iron Horse Wealth Management Johston, Iowa	$68.9K	+$4.35K	1	0.02%	Increased
3210	PS Planned Solutions Folsom, California	$67.6K	+$62.9K	2	0.03%	New
3211	TCM Tradewinds Capital Management Bellingham, Washington	$67.5K	-$8.79K	4	0.02%	Reduced
3212	G Gainplan Bloomfield Hills, Michigan	$66.5K	+$334	1	0.03%	Increased
3213	RFG REAP Financial Group Austin, Texas	$65.8K	+$31.6K	2	0.02%	Increased
3214	CFS CGC Financial Services Lake Oswego, Oregon	$61.4K	$0	2	0.02%	Maintained
3215	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$60K	+$55.1K	1	0.03%	New
3216	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$59.8K	+$21.4K	3	0.02%	Increased
3217	BOC Bull Oak Capital San Diego, California	$59.7K	+$55.8K	1	0.03%	New
3218	SPA Sherbrooke Park Advisers White Plains, New York	$59.1K	-$3.29M	1	0.01%	Reduced
3219	MCM MidAtlantic Capital Management Richmond, Virginia	$58.1K	$0	1	0.04%	Maintained
3220	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$58K	+$7.65K	3	0.02%	Increased
3221	CCC Chelsea Counsel Company Los Angeles, California	$57.7K	$0	1	0.03%	Maintained
3222	EWP Elevation Wealth Partners Santa Rosa, California	$56.7K	-$23.9K	2	0.02%	Reduced
3223	MHR Matthew Hamilton Rosenberg	$56K	+$28.4K	4	0.01%	Increased
3224	HF Halpern Financial Ashburn, Virginia	$55.7K	+$1.64K	2	0.01%	Increased
3225	SC Steph & Co Marinette, Wisconsin	$55.4K	+$27.6K	2	0.02%	Increased