← 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
3576	TFA Tranquilli Financial Advisor Clinton, New Jersey	$241K	+$230K	1	0.15%	New
3577	SIA SGL Investment Advisors Missoula, Montana	$241K	+$16.3K	1	0.12%	Increased
3578	DWM DecisionMap Wealth Management Great Falls, Virginia	$240K	+$185K	1	0.19%	New
3579	MinichMacGregor Wealth Management Saratoga Springs, New York	$240K	+$229K	1	0.05%	New
3580	WDC Woodward Diversified Capital Bakersfield, California	$239K	-$31.9K	1	0.18%	Reduced
3581	GAA Green Alpha Advisors Niwot, Colorado	$239K	-$196K	1	0.19%	Reduced
3582	FCG Financial Connections Group Corte Madera, California	$239K	-$36.4K	3	0.11%	Reduced
3583	CEI Clark Estates Inc New York	$239K	$0	1	0.05%	Maintained
3584	LWA Lantern Wealth Advisors Melville, New York	$239K	$0	1	0.15%	Maintained
3585	Chatham Capital Group Savannah, Georgia	$238K	+$183K	1	0.04%	New
3586	SI Saxon Interests Houston, Texas	$238K	+$227K	1	0.1%	New
3587	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$238K	-$63.3K	3	0.05%	Reduced
3588	Carlson Capital Management Northfield, Minnesota	$237K	$0	1	0.01%	Maintained
3589	Balentine LLC Atlanta, Georgia	$237K	+$227K	1	0.01%	New
3590	PAS PKS Advisory Services Albany, New York	$237K	+$183K	1	0.06%	New
3591	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$237K	+$214K	2	0.15%	New
3592	AIM Athena Investment Management Orinda, California	$236K	+$225K	1	0.14%	New
3593	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$235K	+$225K	1	0.24%	New
3594	Greenup Street Wealth Management Ann Arbor, Michigan	$235K	-$2.08M	1	0.05%	Reduced
3595	National Philanthropic Trust Jenkintown, Pennsylvania	$234K	+$224K	1	0%	New
3596	Greatmark Investment Partners Columbus, Georgia	$234K	+$223K	1	0.03%	New
3597	Lee, Danner & Bass Nashville, Tennessee	$233K	-$172K	4	0.02%	Reduced
3598	Verum Partners Charlotte, North Carolina	$232K	+$222K	1	0.07%	New
3599	BBR Partners New York	$232K	+$222K	1	0.02%	New
3600	Johnson Bixby & Associates Vancouver, Washington	$232K	+$221K	1	0.04%	New