← 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
3451	SL StoryOne LLC Overland Park, Kansas	$287K	+$336K	1	0.14%	New
3452	DL Dockside LLC New York	$287K	+$286K	1	0.07%	New
3453	CB Chris Bulman Roseville, California	$287K	+$25.4K	1	0.1%	Increased
3454	Scharf Investments Los Gatos, California	$286K	-$491K	1	0.01%	Reduced
3455	EWM Elevation Wealth Management Eden Prairie, Minnesota	$285K	-$126K	1	0.21%	Reduced
3456	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$285K	-$323K	1	0.11%	Reduced
3457	QFPS Quantum Financial Planning Services Spokane, Washington	$285K	+$333K	1	0.09%	New
3458	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$285K	$0	1	0.03%	Maintained
3459	BWM Bernard Wealth Management Royal Oak, Michigan	$285K	+$18K	3	0.1%	Increased
3460	LF LifeSteps Financial Claremont, California	$284K	+$127K	4	0.13%	Increased
3461	FA FF Advisors Manhattan Beach, California	$284K	-$7.03K	1	0.11%	Reduced
3462	PB Prosperity Bancshares Houston, Texas	$284K	-$143K	3	0.19%	Reduced
3463	PSCM Per Stirling Capital Management Austin, Texas	$284K	+$27K	1	0.03%	Increased
3464	VW Vance Wealth Santa Clarita, California	$284K	+$331K	1	0.06%	New
3465	MA MW Advisory Atlanta, Georgia	$282K	+$330K	1	0.11%	New
3466	Donaldson Capital Management Evansville, Indiana	$282K	+$329K	1	0.01%	New
3467	TWD True Wealth Design Akron, Ohio	$281K	-$83.3K	4	0.07%	Reduced
3468	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$281K	+$16.7K	1	0.16%	Increased
3469	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$280K	-$182K	1	0.01%	Reduced
3470	API Asset Planning Inc Cypress, California	$279K	+$71.3K	3	0.18%	Increased
3471	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$279K	-$203K	1	0.06%	Reduced
3472	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$279K	+$7.92K	1	0.18%	Increased
3473	GAM Gould Asset Management Claremont, California	$279K	+$21.3K	1	0.04%	Increased
3474	ACM Arcataur Capital Management Milwaukee, Wisconsin	$279K	+$22K	1	0.07%	Increased
3475	MG McHugh Group Bratenahl, Ohio	$278K	-$52.8K	1	0.14%	Reduced