← 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	CIR Clear Investment Research Alpharetta, Georgia	$320K	+$78.1K	3	0.4%	Increased
3552	Counterpoint Mutual Funds San Diego, California	$320K	-$1.02M	1	0.03%	Reduced
3553	TFG Team Financial Group Temecula, California	$319K	+$280K	2	0.16%	New
3554	Gould Asset Management Claremont, California	$319K	+$274K	1	0.06%	New
3555	WB West Bancorporation West Des Moines, Iowa	$319K	+$46.2K	1	0.2%	Increased
3556	WAM Werlinich Asset Management Stamford, Connecticut	$319K	$0	1	0.17%	Maintained
3557	PCA Peddock Capital Advisors Braintree, Massachusetts	$318K	$0	1	0.07%	Maintained
3558	Spinnaker Investment Group Newport Beach, California	$318K	-$9.43K	1	0.07%	Reduced
3559	SI Saxon Interests Houston, Texas	$317K	$0	1	0.15%	Maintained
3560	VI VanderPol Investments Caledonia, Michigan	$316K	-$8.02K	1	0.66%	Reduced
3561	Matrix Asset Advisors White Plains, New York	$315K	+$271K	1	0.03%	New
3562	SN Sittner & Nelson Eugene, Oregon	$315K	+$15K	4	0.13%	Increased
3563	AWP Axis Wealth Partners East Providence, Rhode Island	$314K	+$271K	1	0.21%	New
3564	GHA Granite Harbor Advisors Houston, Texas	$314K	+$31.8K	1	0.15%	Increased
3565	BFA Benedict Financial Advisors Atlanta, Georgia	$314K	$0	1	0.07%	Maintained
3566	GPW Genesis Private Wealth Ashburn, Virginia	$314K	-$316K	1	0.15%	Reduced
3567	GCA Genesee Capital Advisors Auburn, New York	$313K	+$86.1K	1	0.14%	Increased
3568	Palisade Asset Management Minneapolis, Minnesota	$313K	-$15.1K	1	0.03%	Reduced
3569	BF Brogan Financial Knoxville, Tennessee	$313K	+$287K	1	0.14%	New
3570	SA Sage Advisors Boulder, Colorado	$313K	-$50.8K	1	0.22%	Reduced
3571	MFS Madrid Financial Services Manhattan Beach, California	$311K	+$267K	1	0.21%	New
3572	PW PUREfi Wealth Boston, Massachusetts	$310K	+$36.8K	1	0.25%	Increased
3573	CCA Cooper Capital Advisors Encinitas, California	$310K	-$35K	1	0.3%	Reduced
3574	Cornerstone Planning Group Fairfield, New Jersey	$310K	-$64.1K	4	0.06%	Reduced
3575	Syntegra Private Wealth Group Chesterfield, Missouri	$309K	+$266K	1	0.03%	New