← 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
3376	SFGM Stonebridge Financial Group (Missouri) St. Louis, Missouri	$315K	-$370K	1	0.21%	Reduced
3377	CFAM Center For Asset Management Palm Beach Gardens, Florida	$314K	+$3K	1	0.14%	Increased
3378	AIMC Alley Investment Management Company Lake Forest, Illinois	$313K	$0	1	0.04%	Maintained
3379	DF Dunhill Financial London, United Kingdom	$313K	+$1.31K	3	0.06%	Increased
3380	GAA Green Alpha Advisors Niwot, Colorado	$312K	+$1.79K	1	0.21%	Increased
3381	BPW Bingham Private Wealth San Francisco, California	$311K	-$16.5K	1	0.21%	Reduced
3382	OWM OneAscent Wealth Management Birmingham, Alabama	$311K	-$511K	1	0.09%	Reduced
3383	AW Ankerstar Wealth Leander, Texas	$311K	-$52.5K	4	0.26%	Reduced
3384	Stephens Investment Management Group Houston, Texas	$311K	+$15.6K	1	0%	Increased
3385	ORG Optimist Retirement Group Bellevue, Washington	$310K	+$25.1K	1	0.12%	Increased
3386	OWA Outlook Wealth Advisors Shenandoah, Texas	$310K	-$408K	1	0.07%	Reduced
3387	SI Stonekeep Investments Sante Fe, New Mexico	$310K	+$5.73K	1	0.18%	Increased
3388	BWM Braeburn Wealth Management Muskegon, Michigan	$310K	-$110K	1	0.13%	Reduced
3389	DWM Darwin Wealth Management Tampa, Florida	$310K	+$11K	3	0.08%	Increased
3390	VCM Vines Capital Management Monroe, Louisiana	$309K	+$67.8K	1	0.25%	Increased
3391	JWM Jessup Wealth Management Dayton, Ohio	$309K	+$3.96K	1	0.09%	Increased
3392	Bahl & Gaynor Cincinnati, Ohio	$309K	$0	1	0%	Maintained
3393	RWS RASP Wealth Solutions Fishers, Indiana	$308K	+$360K	1	0.1%	New
3394	CFWMA Center for Wealth Management Advisory Milford, Ohio	$307K	+$71.2K	1	0.19%	Increased
3395	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$307K	-$730K	1	0.05%	Reduced
3396	Obermeyer Wealth Partners Aspen, Colorado	$307K	-$872K	1	0.01%	Reduced
3397	CS Capital Square Chattanooga, Tennessee	$306K	$0	1	0.13%	Maintained
3398	AV Alamea Verwaltungs Edison, New Jersey	$306K	+$305K	1	0.24%	New
3399	WIM Warwick Investment Management Bryan, Texas	$305K	-$6.41K	1	0.03%	Reduced
3400	CWMGO Capstone Wealth Management Group (Oregon) Bend, Oregon	$305K	-$398K	2	0.18%	Reduced