← 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	LFG Lockerman Financial Group Newport Beach, California	$271K	-$3.51K	1	0.46%	Reduced
3502	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$270K	+$1.01K	1	0.03%	Increased
3503	PCM Princeton Capital Management Red Bank, New Jersey	$270K	-$361K	1	0.08%	Reduced
3504	NCTC New Covenant Trust Company Jeffersonville, Indiana	$270K	-$3.51K	1	0.27%	Reduced
3505	KCP Kera Capital Partners San Jose, California	$268K	+$264K	1	0.08%	New
3506	MW Members Wealth Media, Pennsylvania	$268K	+$277K	1	0.2%	New
3507	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$268K	+$206K	1	0.09%	New
3508	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$267K	-$38.3K	1	0.31%	Reduced
3509	FSC Full Sail Capital Oklahoma City, Oklahoma	$267K	+$21.4K	1	0.02%	Increased
3510	LAS LWM Advisory Services Plantation, Florida	$265K	+$255K	1	0.18%	New
3511	QFPS Quantum Financial Planning Services Spokane, Washington	$265K	+$253K	1	0.15%	New
3512	TIAM TT International Asset Management London, United Kingdom	$265K	+$204K	1	0.04%	New
3513	LI Lafayette Investments Ashton, Maryland	$265K	+$204K	1	0.06%	New
3514	CA Calton & Associates Tampa, Florida	$264K	-$954K	1	0.12%	Reduced
3515	KL KilterHowling LLC Boulder, Colorado	$263K	$0	1	0.15%	Maintained
3516	SG Somerset Group Wayzata, Minnesota	$263K	$0	1	0.24%	Maintained
3517	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$263K	+$203K	1	0.11%	New
3518	SAM Summit Asset Management Memphis, Tennessee	$263K	-$6.38K	1	0.05%	Reduced
3519	TWA Talisman Wealth Advisors Mountainside, New Jersey	$263K	+$8.3K	1	0.28%	Increased
3520	BW Blalock Williams Alexander City, Alabama	$262K	+$251K	1	0.31%	New
3521	CBA Coastal Bridge Advisors Westport, Connecticut	$262K	+$319	1	0.07%	Increased
3522	AIS AM Investment Strategies Chattanooga, Tennessee	$262K	+$202K	1	0.06%	New
3523	PCA Purkiss Capital Advisors Ridgefield, Connecticut	$262K	+$250K	1	0.23%	New
3524	SM Sciencast Management Princeton, New Jersey	$262K	-$424K	1	0.07%	Reduced
3525	WCM WealthBridge Capital Management Westerville, Ohio	$261K	-$220K	1	0.07%	Reduced