← 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
3226	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$394K	+$2.99K	1	0.02%	Increased
3227	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$393K	+$4.64K	1	0.06%	Increased
3228	SWM Shelton Wealth Management Fort Worth, Texas	$393K	+$153K	2	0.15%	Increased
3229	SSC Syverson Strege & Co West Des Moines, Iowa	$392K	+$104K	1	0.09%	Increased
3230	TB Terril Brothers St. Louis, Missouri	$392K	$0	1	0.1%	Maintained
3231	BW BostonPremier Wealth Hanover, Massachusetts	$390K	+$57.3K	1	0.17%	Increased
3232	SI Symmetry Investments St Helier, Jersey	$389K	+$364K	1	0.03%	Increased
3233	OIA Oakmont Investment Advisors Pittsburgh, Pennsylvania	$386K	+$452K	1	0.27%	New
3234	ICM Intrepid Capital Management Jacksonville Beach, Florida	$386K	+$9.55K	1	0.14%	Increased
3235	GBFG Gerald Baker Financial Group Arlington, Texas	$384K	+$8.87K	1	0.11%	Increased
3236	SFG Sovereign Financial Group Stamford, Connecticut	$384K	-$249K	1	0.06%	Reduced
3237	TCI Wealth Advisors Tucson, Arizona	$383K	-$473K	1	0.02%	Reduced
3238	NG Novem Group Rochester, New York	$382K	+$49K	1	0.04%	Increased
3239	ORAM One River Asset Management Stamford, Connecticut	$382K	-$160K	3	0.12%	Reduced
3240	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$381K	+$445K	1	0.04%	New
3241	AI AdvisorShares Investments Bethesda, Maryland	$381K	$0	1	0.05%	Maintained
3242	AWAG ARS Wealth Advisors Group St. Petersburg, Florida	$380K	-$343K	1	0.03%	Reduced
3243	FA Fountainhead AM Warren, New Jersey	$380K	-$597K	3	0.28%	Reduced
3244	OF Outfitter Financial Brunswick, Maine	$379K	+$6.82K	1	0.27%	Increased
3245	OFA Orographic Financial Advisors Avon, Colorado	$379K	+$20.8K	1	0.25%	Increased
3246	KFG Kingdom Financial Group Peoria, Arizona	$379K	-$116K	3	0.1%	Reduced
3247	HIF Hill Island Financial Grand Rapids, Michigan	$377K	+$1.41K	1	0.08%	Increased
3248	GAM Gemmer Asset Management Walnut Creek, California	$376K	-$278K	1	0.03%	Reduced
3249	BWM BCGM Wealth Management Lafayette, Indiana	$374K	+$8.73K	1	0.08%	Increased
3250	DA DCF Advisers Greenwich, Connecticut	$372K	+$371K	1	0.07%	New