← 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
3401	AWMI Aegis Wealth Management (Iowa) Guthrie Center, Iowa	$305K	+$165K	1	0.2%	Increased
3402	WDG Wealth Dimensions Group Cincinnati, Ohio	$304K	+$39.2K	1	0.05%	Increased
3403	Cohen & Steers New York	$304K	$0	2	0%	Maintained
3404	PWM Pathway Wealth Management Dallas, Texas	$303K	$0	1	0.21%	Maintained
3405	WG WMS Group Folsom, Louisiana	$303K	-$234K	1	0.39%	Reduced
3406	WDL Well Done LLC Holland, Michigan	$302K	+$302K	1	0.04%	New
3407	MAM Meeder Asset Management Dublin, Ohio	$302K	+$85.5K	3	0.02%	Increased
3408	DI DRH Investments Thousand Oaks, California	$302K	+$339K	1	0.24%	New
3409	BI Beckerman Institutional Ocean Grove, New Jersey	$302K	+$1.41K	1	0.14%	Increased
3410	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$302K	-$162K	2	0.17%	Reduced
3411	HB Horizon Bancorp Michigan City, Indiana	$302K	-$4.22K	3	0.14%	Reduced
3412	SIC SJS Investment Consulting Sylvania, Ohio	$302K	-$333K	6	0.03%	Reduced
3413	WA Winter & Associates St. Paul, Minnesota	$302K	-$206K	1	0.23%	Reduced
3414	BRPW Ballast Rock Private Wealth Charleston, South Carolina	$302K	+$16.4K	1	0.14%	Increased
3415	FGC First Growth Capital Pikesville, Maryland	$301K	-$315K	1	0.23%	Reduced
3416	NFG Norris Financial Group Greenville, South Carolina	$300K	+$55.4K	1	0.12%	Increased
3417	OBWA Oak Barrel Wealth Advisory Reston, Virginia	$299K	+$349K	1	0.13%	New
3418	WCM Whitener Capital Management Rocky Mount, North Carolina	$299K	+$349K	1	0.06%	New
3419	AFA American Financial Advisors Marietta, Georgia	$299K	$0	1	0.04%	Maintained
3420	PP Patten & Patten Chattanooga, Tennessee	$298K	+$20.5K	1	0.02%	Increased
3421	Balentine LLC Atlanta, Georgia	$298K	+$349K	1	0.01%	New
3422	OGC One68 Global Capital New York	$298K	+$131K	1	0.63%	Increased
3423	FRA Front Row Advisors Tiburon, California	$297K	-$38K	3	0.09%	Reduced
3424	1WM 1900 Wealth Management San Antonio, Texas	$297K	+$142K	1	0.02%	Increased
3425	CM Cercano Management Bellevue, Washington	$297K	$0	1	0.04%	Maintained