← 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
3251	MFG Mission Financial Group Las Vegas, Nevada	$372K	+$435K	1	0.31%	New
3252	DRP Decker Retirement Planning Levi, Utah	$371K	-$2.87K	2	0.13%	Reduced
3253	LWA Legacy Wealth Advisors Miami, Florida	$371K	-$93.5K	1	0.16%	Reduced
3254	WSA Wealth Science Advisors Alpharetta, Georgia	$371K	+$390K	1	0.16%	Increased
3255	HWM HighMark Wealth Management St. Paul, Minnesota	$369K	+$55.2K	3	0.12%	Increased
3256	EW Evexia Wealth Stevens Point, Wisconsin	$369K	-$147K	1	0.1%	Reduced
3257	TAP Tounjian Advisory Partners Fort Myers, Florida	$369K	-$2.02M	3	0.16%	Reduced
3258	NF Nvest Financial Portsmouth, New Hampshire	$368K	-$731K	1	0.12%	Reduced
3259	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$368K	+$430K	1	0.13%	New
3260	RL Rogco LP Claremore, Oklahoma	$368K	$0	2	0.11%	Maintained
3261	SAM Silphium Asset Management London, United Kingdom	$367K	+$366K	1	0.12%	New
3262	GSC G&S Capital Denver, Colorado	$367K	+$41.1K	1	0.11%	Increased
3263	RLIM Red Lighthouse Investment Management New York	$367K	+$495	1	0.11%	Increased
3264	KCPG Kavar Capital Partners Group Leawood, Kansas	$366K	+$23.1K	1	0.05%	Increased
3265	PWM Peck Wealth Management White Plains, New York	$365K	+$40.9K	2	0.31%	Increased
3266	CC Clearwave Capital Upland, California	$364K	+$47.7K	1	0.2%	Increased
3267	WC Wexford Capital West Palm Beach, Florida	$364K	+$363K	1	0.05%	New
3268	NAMNJ NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$363K	-$124K	1	0.15%	Reduced
3269	MWM MOKAN Wealth Management Overland Park, Kansas	$362K	+$424K	1	0.14%	New
3270	B Bensler Bellevue, Washington	$362K	$0	1	0.03%	Maintained
3271	CIP Champlain Investment Partners Burlington, Vermont	$361K	+$77.7K	1	0.01%	Increased
3272	ACM Adalta Capital Management New York	$360K	+$359K	1	0.16%	New
3273	HI Hudock Inc Williamsport, Pennsylvania	$360K	-$290K	1	0.05%	Reduced
3274	IA IFG Advisors St. Louis, Missouri	$359K	$0	1	0.05%	Maintained
3275	IW Instrumental Wealth Tampa, Florida	$357K	+$119K	1	0.18%	Increased