← 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	AA Aire Advisors Beverly Hills, California	$326K	+$18.2K	1	0.07%	Increased
3402	EPAM Evelyn Partners Asset Management London,	$325K	+$311K	2	0.09%	New
3403	BWM Bernard Wealth Management Royal Oak, Michigan	$324K	+$272K	2	0.15%	New
3404	BFA Benedict Financial Advisors Atlanta, Georgia	$323K	$0	1	0.08%	Maintained
3405	NFP Narus Financial Partners Salt Lake City, Utah	$323K	-$180K	1	0.11%	Reduced
3406	OHWA Oak Hill Wealth Advisors Lansdowne, Virginia	$322K	+$307K	1	0.08%	New
3407	KAM Knightsbridge Asset Management Newport Beach, California	$320K	+$4.05K	1	0.07%	Increased
3408	SC Summa Corp Tomball, Texas	$320K	-$83.1K	1	0.16%	Reduced
3409	MA Mezzasalma Advisors Tinton Falls, New Jersey	$320K	+$246K	1	0.1%	New
3410	JWBC John W. Brooker & Co Oakland, California	$318K	$0	1	0.14%	Maintained
3411	PAM Palisade Asset Management Minneapolis, Minnesota	$318K	$0	1	0.03%	Maintained
3412	SCM Sone Capital Management New York	$318K	+$304K	1	0.04%	New
3413	GAMC Garner Asset Management Corp Plano, Texas	$316K	$0	1	0.14%	Maintained
3414	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$315K	+$13.6K	2	0.04%	Increased
3415	AIM Advyzon Investment Management Lisle, Illinois	$315K	+$300K	1	0.12%	New
3416	CWP Curated Wealth Partners El Segundo, California	$315K	+$638	1	0.04%	Increased
3417	KIG Kennedy Investment Group West Depford, New Jersey	$315K	-$293K	1	0.14%	Reduced
3418	CWM Chesapeake Wealth Management Williamsburg, Virginia	$314K	-$11.1K	1	0.11%	Reduced
3419	MWM Momentous Wealth Management Vancouver, Washington	$313K	+$299K	1	0.26%	New
3420	YIM Yoffe Investment Management Lemoyne, Pennsylvania	$313K	+$299K	1	0.47%	New
3421	IWP Insight Wealth Partners Plano, Texas	$312K	+$4.05K	1	0.04%	Increased
3422	MBI May Barnhard Investments Bethesda, Maryland	$310K	$0	1	0.15%	Maintained
3423	AIM Acropolis Investment Management St. Louis, Missouri	$310K	+$115K	2	0.02%	Increased
3424	RBC Roble Belko & Company Sewickley, Pennsylvania	$309K	+$7.11K	3	0.05%	Increased
3425	ACC Acorn Creek Capital Fort Collins, Colorado	$309K	+$12.1K	1	0.16%	Increased