← 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
3301	EWA Etesian Wealth Advisors West Linn, Oregon	$346K	-$23.4K	1	0.1%	Reduced
3302	GCS Gordian Capital (Singapore) Singapore	$346K	-$207K	2	0.59%	Reduced
3303	RFS Richardson Financial Services Medway, Massachusetts	$345K	-$4.37K	4	0.2%	Reduced
3304	RCWM Royal Capital Wealth Management Carmel, Indiana	$344K	$0	1	0.19%	Maintained
3305	GDP Great Diamond Partners Portland, Maine	$344K	-$1.23K	1	0.06%	Reduced
3306	CSC Caldwell Sutter Capital Sausalito, California	$343K	+$98.4K	4	0.13%	Increased
3307	WAP Wealth Analytics Partners San Diego, California	$343K	+$6.68K	1	0.12%	Increased
3308	HBS Howard Bailey Securities Fort Wayne, Indiana	$343K	+$342K	1	0.13%	New
3309	BFPW BOK Financial Private Wealth Denver, Colorado	$342K	+$27.1K	3	0.02%	Increased
3310	TWML Todd Wealth Management, LLC Venice, Florida	$342K	-$2.73K	1	0.26%	Reduced
3311	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$342K	+$36.6K	1	0.08%	Increased
3312	HP Hilltop Partners Mishawaka, Indiana	$341K	+$175K	1	0.08%	Increased
3313	VW Vantus Wealth Lancaster, Pennsylvania	$341K	+$340K	1	0.18%	New
3314	VFM Vision Financial Markets Stamford, Connecticut	$341K	+$1.96K	4	0.3%	Increased
3315	Simon Quick Advisors Morristown, New Jersey	$341K	-$109K	1	0.01%	Reduced
3316	GCP Gill Capital Partners Denver, Colorado	$341K	-$5.87K	4	0.09%	Reduced
3317	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$341K	+$13.6K	3	0.15%	Increased
3318	DWM DecisionMap Wealth Management Great Falls, Virginia	$340K	-$8.73K	1	0.19%	Reduced
3319	APIM Agate Pass Investment Management Bainbridge Island, Washington	$340K	-$621K	1	0.13%	Reduced
3320	AT Avalon Trust Santa Fe, New Mexico	$340K	-$141K	3	0.02%	Reduced
3321	IIM Ipswich Investment Management Beverly, Massachusetts	$340K	-$34.6K	1	0.07%	Reduced
3322	BIA BHK Investment Advisors Birmingham, Alabama	$339K	+$61.4K	1	0.1%	Increased
3323	ZWJ Investment Counsel Atlanta, Georgia	$339K	+$171K	1	0.01%	Increased
3324	CAC Certified Advisory Corp Altamonte Springs, Florida	$338K	-$87.2K	1	0.03%	Reduced
3325	EV EJMK Ventures Itasca, Illinois	$338K	-$164K	1	0.15%	Reduced