← 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
3426	XWL XXI Wealth LLC Chicago, Illinois	$296K	-$86.9K	1	0.14%	Reduced
3427	OFP OFC Financial Planning Short Hills, New Jersey	$296K	+$58.7K	1	0.26%	Increased
3428	PP Pingora Partners Wilson, Wyoming	$295K	+$10.7K	2	0.17%	Increased
3429	RC Rexford Capital Bellaire, Texas	$295K	-$33K	1	0.18%	Reduced
3430	AMM American Money Management Rancho Santa Fe, California	$295K	+$68.2K	1	0.04%	Increased
3431	MPCG Matrix Private Capital Group New York	$295K	-$5.46K	1	0.13%	Reduced
3432	ITG Index Technologies Group New York	$295K	+$345K	1	0.24%	New
3433	PWM Power Wealth Management Alpharetta, Georgia	$295K	-$1.72M	1	0.1%	Reduced
3434	WFC Western Financial Corp San Diego, California	$294K	-$510K	1	0.09%	Reduced
3435	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$294K	-$399K	1	0.12%	Reduced
3436	PSP Pacific Sage Partners Edmonds, Washington	$294K	-$195K	1	0.04%	Reduced
3437	HCM Highview Capital Management Buffalo Grove, Illinois	$293K	-$2.08M	1	0.08%	Reduced
3438	LJAC L.J. Altfest & Co New York	$293K	-$676K	1	0.03%	Reduced
3439	SFS Summit Financial Strategies Columbus, Ohio	$293K	+$17.3K	1	0.02%	Increased
3440	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$292K	+$292K	1	0.01%	New
3441	PWP Precedent Wealth Partners Houston, Texas	$292K	-$148K	1	0.05%	Reduced
3442	RHIG R.H. Investment Group Scottsdale, Arizona	$292K	$0	1	0.22%	Maintained
3443	CIP Castlefield Investment Partners Manchester,	$292K	+$58.4K	1	0.2%	Increased
3444	WGS Washington Growth Strategies Washington, District of Columbia	$291K	$0	1	0.16%	Maintained
3445	CCAL City Center Advisors LLC Troy, Michigan	$291K	-$136K	1	0.24%	Reduced
3446	HWP Highline Wealth Partners Sherman Oaks, California	$290K	-$151K	5	0.06%	Reduced
3447	MP Moment Partners San Francisco, California	$290K	$0	1	0.05%	Maintained
3448	CMF Counterpoint Mutual Funds San Diego, California	$288K	-$3.67M	1	0.03%	Reduced
3449	RFW Redwood Family Wealth Addison, Texas	$288K	-$5.59K	1	0.25%	Reduced
3450	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$287K	-$546	1	0.07%	Reduced