← 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
3526	RWM RMG Wealth Management Platteville, Wisconsin	$260K	-$21.1K	3	0.03%	Reduced
3527	NPA Nichols & Pratt Advisers Boston, Massachusetts	$260K	-$121K	1	0.02%	Reduced
3528	CG Cynosure Group Salt Lake City, Utah	$259K	+$62.2K	1	0.04%	Increased
3529	OC Opinicus Capital Tampa, Florida	$259K	+$51.2K	1	0.14%	Increased
3530	CVM Cheviot Value Management Beverly Hills, California	$259K	+$140K	2	0.03%	Increased
3531	WA Westfuller Advisors New York	$259K	-$107K	3	0.09%	Reduced
3532	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$258K	+$12.7K	1	0.06%	Increased
3533	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$257K	+$4.09K	1	0.09%	Increased
3534	MSA Marino Stram & Associates Braintree, Massachusetts	$257K	-$528	1	0.04%	Reduced
3535	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$257K	-$879K	1	0.02%	Reduced
3536	HP Holistic Planning Nacogdoches, Texas	$257K	-$244K	1	0.04%	Reduced
3537	SMA Seven Mile Advisory Ewing, New Jersey	$256K	-$567K	1	0.17%	Reduced
3538	DFS Demming Financial Services Aurora, Ohio	$256K	+$1.09K	1	0.16%	Increased
3539	DSA Droms Strauss Advisors St. Louis, Missouri	$256K	+$68.2K	1	0.06%	Increased
3540	PFG Pinnacle Financial Group Western Springs, Illinois	$256K	-$4.64K	1	0.06%	Reduced
3541	FPW Fairvoy Private Wealth Birmingham, Alabama	$256K	-$252K	1	0.05%	Reduced
3542	CIR Clear Investment Research Alpharetta, Georgia	$256K	-$23.4K	1	0.4%	Reduced
3543	RI Ruggiero Investments West Palm Beach, Florida	$255K	-$354K	1	0.22%	Reduced
3544	MAM MWA Asset Management Lexington, Massachusetts	$255K	-$798K	1	0.12%	Reduced
3545	CC Cypress Capital Franklin, Tennessee	$255K	+$254K	1	0.07%	New
3546	HPM Hudson Portfolio Management Garrison, New York	$255K	+$286K	1	0.19%	New
3547	TIM Tortoise Investment Management White Plains, New York	$254K	+$10.9K	1	0.02%	Increased
3548	WC Wynn Capital Augusta, Georgia	$254K	+$95.3K	1	0.11%	Increased
3549	RWA Resolute Wealth Advisor Findlay, Ohio	$254K	$0	1	0.14%	Maintained
3550	PD Planning Directions Glen Mills, Pennsylvania	$254K	+$37.5K	1	0.12%	Increased