← 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
3501	TFA Toth Financial Advisory Leesburg, Virginia	$267K	-$98.6K	5	0.03%	Reduced
3502	QL Quarry LP New York	$267K	-$252K	6	0.02%	Reduced
3503	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$267K	+$2.32K	1	0.2%	Increased
3504	CA CV Advisors Aventura, Florida	$266K	+$299K	1	0.05%	New
3505	PCM Park Capital Management Madison, Wisconsin	$266K	+$299K	1	0.16%	New
3506	RF RHS Financial San Francisco, California	$266K	+$299K	1	0.11%	New
3507	PFA Pathway Financial Advisers Auburn, Indiana	$266K	+$22.2K	1	0.07%	Increased
3508	SWA Serenus Wealth Advisors Santa Monica, California	$266K	+$311K	1	0.05%	New
3509	GP GLR Partners Columbia, Maryland	$265K	+$84.8K	1	0.12%	Increased
3510	BC Bayforest Capital London, United Kingdom	$265K	+$166K	4	0.25%	Increased
3511	BFG Bouchey Financial Group Troy, New York	$265K	-$6.68K	1	0.02%	Reduced
3512	CA Capital Advantage Walnut Creek, California	$264K	-$6.86K	1	0.03%	Reduced
3513	KWM KFG Wealth Management Granger, Indiana	$264K	+$1.68K	1	0.03%	Increased
3514	APA Astoria Portfolio Advisors New York	$263K	+$78.6K	1	0.04%	Increased
3515	GVCM Global View Capital Management Waukesha, Wisconsin	$263K	+$35.2K	1	0.05%	Increased
3516	FMP Financial Management Professionals Austin, Texas	$263K	+$18.5K	5	0.02%	Increased
3517	IWS Integrity Wealth Solutions Denver, Colorado	$263K	-$33.8K	1	0.1%	Reduced
3518	AA Auxano Advisors Bellevue, Washington	$263K	-$4.92K	1	0.05%	Reduced
3519	CWM Carolina Wealth Management Greenville, North Carolina	$262K	+$306K	1	0.12%	New
3520	GD Grandfield & Dodd New York	$261K	-$528	1	0.01%	Reduced
3521	QWM Quaker Wealth Management Moorestown, New Jersey	$261K	+$28.4K	4	0.08%	Increased
3522	WP Westmount Partners Los Angeles, California	$261K	-$521K	1	0.06%	Reduced
3523	HFP Holistic Financial Partners Indianapolis, Indiana	$261K	-$315K	1	0.16%	Reduced
3524	LWM Langley Wealth Management Corinth, Mississippi	$260K	+$292K	1	0.25%	New
3525	RWM RMG Wealth Management Platteville, Wisconsin	$260K	-$21.1K	3	0.03%	Reduced