← 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
3276	MF Montis Financial Waltham, Massachusetts	$357K	+$207K	1	0.07%	Increased
3277	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$356K	-$273	1	0.02%	Reduced
3278	HCM HMS Capital Management Nashville, Tennessee	$356K	$0	1	0.13%	Maintained
3279	SIA Spectrum Investment Advisors Mequon, Wisconsin	$355K	+$399K	1	0.15%	New
3280	VAM Vienna Asset Management Saratoga, California	$355K	-$43.9K	1	0.25%	Reduced
3281	CWM Chesapeake Wealth Management Williamsburg, Virginia	$354K	+$93.9K	1	0.1%	Increased
3282	SWM Sandro Wealth Management Fairfield, New Jersey	$353K	-$20.9K	1	0.26%	Reduced
3283	FFM Fullerton Fund Management Singapore	$352K	-$567K	1	0.02%	Reduced
3284	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$352K	-$30.3K	1	0.05%	Reduced
3285	KF Ketron Financial Novato, California	$351K	-$47.7K	1	0.11%	Reduced
3286	WPA West Paces Advisors Atlanta, Georgia	$351K	+$165K	4	0.06%	Increased
3287	HWA HMV Wealth Advisors Shreveport, Louisiana	$350K	+$9.96K	1	0.14%	Increased
3288	WWM WT Wealth Management Scottsdale, Arizona	$350K	+$108K	1	0.1%	Increased
3289	CAG Curtis Advisory Group Santa Barbara, California	$350K	$0	1	0.07%	Maintained
3290	EP Elkhorn Partners Omaha, Nebraska	$350K	+$23.1K	2	0.3%	Increased
3291	EFN Equita Financial Network Fort Washington, Pennsylvania	$350K	-$194K	1	0.1%	Reduced
3292	SCM Saxony Capital Management St. Louis, Missouri	$349K	-$52.7K	1	0.16%	Reduced
3293	AW Avion Wealth The Woodlands, Texas	$348K	+$11.9K	5	0.06%	Increased
3294	AMPWP Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida	$348K	-$763K	1	0.05%	Reduced
3295	AAS Asset Allocation Strategies Farmington, Michigan	$348K	+$22.5K	1	0.05%	Increased
3296	SC Summa Corp Tomball, Texas	$347K	-$62.1K	1	0.11%	Reduced
3297	OCM Osbon Capital Management Boston, Massachusetts	$347K	-$39.3K	3	0.27%	Reduced
3298	LCWM Legacy Capital Wealth Management The Woodlands, Texas	$346K	-$82.1K	1	0.16%	Reduced
3299	SC Steph & Co Marinette, Wisconsin	$346K	+$355K	2	0.09%	Increased
3300	LW Lauer Wealth Valparaiso, Indiana	$346K	-$800K	1	0.21%	Reduced