← 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
3351	DE Diversified Enterprises Wilmington, Delaware	$353K	+$40.5K	1	0.03%	Increased
3352	LA Lifeworks Advisors Grand Rapids, Michigan	$353K	+$71.2K	1	0.06%	Increased
3353	AC Addison Capital Conshohocken, Pennsylvania	$352K	+$271K	1	0.14%	New
3354	CGA Crescent Grove Advisors Lake Forest, Illinois	$351K	+$64.8K	1	0.03%	Increased
3355	TFA Toth Financial Advisory Leesburg, Virginia	$351K	+$17.2K	3	0.04%	Increased
3356	AWC Abundance Wealth Counselors State College, Pennsylvania	$350K	+$90.1K	1	0.08%	Increased
3357	KWS Keystone Wealth Services Palm Desert, California	$349K	+$269K	1	0.09%	New
3358	CJ Caitlin John Brighton, Michigan	$348K	+$30.3K	6	0.23%	Increased
3359	KCPG Kavar Capital Partners Group Leawood, Kansas	$348K	-$31.9K	1	0.06%	Reduced
3360	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$348K	-$7.14K	4	0.09%	Reduced
3361	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$347K	+$39.9K	1	0.19%	Increased
3362	WHC Wulff, Hansen & Co San Rafael, California	$346K	-$493K	1	0.33%	Reduced
3363	FRA Front Row Advisors Tiburon, California	$346K	$0	2	0.12%	Maintained
3364	ACM Armbruster Capital Management Pittsford, New York	$346K	+$8.1K	1	0.07%	Increased
3365	NCM Northside Capital Management Hood River, Oregon	$346K	$0	1	0.09%	Maintained
3366	WA Whipplewood Advisors Littleton, Colorado	$345K	+$329K	4	0.2%	New
3367	PA PharVision Advisers Boca Raton, Florida	$345K	+$265K	1	0.29%	New
3368	MCM Mattern Capital Management Lakewood, Colorado	$345K	+$265K	1	0.04%	New
3369	MSA McAlister Sweet & Associates Houston, Texas	$344K	$0	1	0.25%	Maintained
3370	WA Westfuller Advisors New York	$342K	+$319	1	0.22%	Increased
3371	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$342K	-$58.2K	1	0.27%	Reduced
3372	TIM Thompson Investment Management Madison, Wisconsin	$341K	$0	1	0.05%	Maintained
3373	WC Wexford Capital West Palm Beach, Florida	$341K	+$320K	1	0.05%	New
3374	GCA Genesee Capital Advisors Auburn, New York	$341K	+$10.1K	1	0.16%	Increased
3375	BIA Bell Investment Advisors Oakland, California	$340K	-$2.48K	5	0.06%	Reduced