← 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	GFL Granite FO LLC Bedford, New Hampshire	$26.7K	+$4.04K	1	0.02%	Increased
3227	CMP Coston McIsaac & Partners Bar Harbor, Maine	$26K	+$474	4	0.01%	Increased
3228	BMC Bear Mountain Capital Seattle, Washington	$25.9K	-$3.17K	2	0.01%	Reduced
3229	RWM Ruedi Wealth Management Champaign, Illinois	$25.9K	+$16.2K	1	0.01%	Increased
3230	RBF Capital San Francisco, California	$25.9K	$0	1	0%	Maintained
3231	SWM Sugarloaf Wealth Management Duluth, Georgia	$25.6K	$0	2	0.01%	Maintained
3232	SRCM Signature Resources Capital Management Newport Beach, California	$25.5K	$0	1	0.02%	Maintained
3233	NECFA New England Capital Financial Advisors Meriden, Connecticut	$23.4K	+$4.92K	3	0.01%	Increased
3234	WAG Wiser Advisor Group Phoenix, Arizona	$23.2K	$0	1	0.04%	Maintained
3235	DMKJ David M. Knott Jr	$23K	$0	1	0.01%	Maintained
3236	ACM Anfield Capital Management Irvine, California	$22.8K	+$22.4K	2	0.01%	New
3237	RWA Redmont Wealth Advisors Chicago, Illinois	$22.7K	+$22K	2	0.03%	New
3238	FPB First PREMIER Bank Sioux Falls, South Dakota	$22K	+$18.3K	2	0.01%	Increased
3239	BGAI Bruce G. Allen Investments Denver, Colorado	$21.6K	-$5.16K	2	0.02%	Reduced
3240	CCA Criterion Capital Advisors Nashville, Tennessee	$21K	+$3.03K	2	0.01%	Increased
3241	CAM Costello Asset Management Feasterville, Pennsylvania	$20.8K	$0	1	0.01%	Maintained
3242	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$20.5K	+$18.8K	1	0%	Increased
3243	FWA FSC Wealth Advisors Fishkill, New York	$20.5K	-$43.1K	1	0.01%	Reduced
3244	DWM Dogwood Wealth Management Lenexa, Kansas	$20.4K	+$13.7K	1	0.01%	New
3245	NMM Naples Money Management Naples, Florida	$20.1K	-$10.7K	2	0.02%	Reduced
3246	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$19.4K	-$869	3	0.01%	Reduced
3247	SR Syntax Research Boca Raton, Florida	$19.1K	$0	1	0.01%	Maintained
3248	BHWM Beaird Harris Wealth Management Dallas, Texas	$18.8K	-$15.9K	3	0%	Reduced
3249	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$18.7K	$0	1	0.01%	Maintained
3250	PIS POM Investment Strategies Raleigh, North Carolina	$18.4K	+$17.6K	1	0.02%	New