← 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
3551	DSA Droms Strauss Advisors St. Louis, Missouri	$221K	+$230K	1	0.08%	New
3552	LI LifeWealth Investments Winter Garden, Florida	$221K	-$377K	1	0.11%	Reduced
3553	OPA Old Port Advisors Portland, Maine	$221K	-$14.3K	1	0.07%	Reduced
3554	CPA Cathy Pareto & Associates Coral Gables, Florida	$220K	+$229K	1	0.19%	New
3555	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$220K	+$21.8K	1	0.03%	Increased
3556	ACC Acorn Creek Capital Fort Collins, Colorado	$220K	-$32.3K	1	0.11%	Reduced
3557	BAS Brueske Advisory Services Bellevue, Washington	$220K	-$6.22K	1	0.21%	Reduced
3558	CCG Chatham Capital Group Savannah, Georgia	$219K	-$48.3K	1	0.04%	Reduced
3559	OCM Objective Capital Management Pepper Pike, Ohio	$219K	-$518K	1	0.28%	Reduced
3560	CCA Carrera Capital Advisors Troy, Michigan	$219K	-$6.22K	1	0.05%	Reduced
3561	NCTC New Covenant Trust Company Jeffersonville, Indiana	$219K	+$1.87K	1	0.23%	Increased
3562	AAM Austin Asset Management Austin, Texas	$219K	+$54.4K	1	0.05%	Increased
3563	TIM Total Investment Management Scottsdale, Arizona	$219K	+$227K	1	0.03%	New
3564	WWC Waypoint Wealth Counsel Atlanta, Georgia	$218K	+$253K	1	0.14%	New
3565	FNWM Financial Network Wealth Management Draper, Utah	$218K	$0	1	0.08%	Maintained
3566	LAS LWM Advisory Services Plantation, Florida	$218K	+$3.42K	1	0.15%	Increased
3567	ODFS O'Donnell Financial Services San Rafael, California	$217K	+$226K	1	0.09%	New
3568	CCA Cooper Capital Advisors Encinitas, California	$217K	+$226K	1	0.23%	New
3569	GEM Global Endowment Management Charlotte, North Carolina	$217K	-$275K	1	0.03%	Reduced
3570	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$217K	+$2.19K	2	0.26%	Increased
3571	SAM Summit Asset Management Memphis, Tennessee	$216K	+$6.22K	1	0.04%	Increased
3572	JWM Jessup Wealth Management Dayton, Ohio	$215K	-$29.4K	1	0.09%	Reduced
3573	CGA Crescent Grove Advisors Lake Forest, Illinois	$215K	-$77.4K	1	0.02%	Reduced
3574	SCM Saxony Capital Management St. Louis, Missouri	$215K	-$451K	1	0.19%	Reduced
3575	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$215K	-$11.2K	1	0.12%	Reduced