← 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	BAM BOS Asset Management Springfield, Illinois	$215K	-$24.6K	1	0.07%	Reduced
3577	Harbour Trust & Investment Management Michigan City, Indiana	$215K	-$71.1K	1	0.03%	Reduced
3578	Cercano Management Bellevue, Washington	$215K	-$58.9K	1	0.01%	Reduced
3579	EFL ERn Financial LLC Middleton, Wisconsin	$214K	-$262K	1	0.03%	Reduced
3580	RSA River Street Advisors Aurora, Illinois	$214K	-$13.5K	1	0.11%	Reduced
3581	Abundance Wealth Counselors State College, Pennsylvania	$214K	-$58.8K	1	0.04%	Reduced
3582	LFG Lockerman Financial Group Newport Beach, California	$213K	-$5.29K	1	0.32%	Reduced
3583	Rodgers Brothers Harmony, Pennsylvania	$213K	+$221K	1	0.03%	New
3584	BMCM Burns Matteson Capital Management Corning, New York	$212K	+$220K	1	0.11%	New
3585	MWM Melfa Wealth Management Westborough, Massachusetts	$211K	+$220K	1	0.14%	New
3586	SCM Spring Capital Management Amarillo, Texas	$211K	+$220K	1	0.12%	New
3587	GFG Greenberg Financial Group Tucson, Arizona	$211K	+$351K	1	0.09%	New
3588	PCA Purkiss Capital Advisors Ridgefield, Connecticut	$210K	$0	1	0.16%	Maintained
3589	BFS BridgePort Financial Solutions Fairfield, Iowa	$210K	$0	1	0.09%	Maintained
3590	PW PUREfi Wealth Boston, Massachusetts	$209K	-$287K	1	0.21%	Reduced
3591	RAS RPS Advisory Solutions Louisville, Kentucky	$209K	-$33.6K	1	0.15%	Reduced
3592	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$209K	-$305K	1	0.09%	Reduced
3593	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$209K	+$311	1	0.11%	Increased
3594	Tufton Capital Management Hunt Valley, Maryland	$208K	$0	1	0.04%	Maintained
3595	MW Members Wealth Media, Pennsylvania	$208K	-$11.6K	1	0.16%	Reduced
3596	WB West Bancorporation West Des Moines, Iowa	$208K	-$1.93K	1	0.14%	Reduced
3597	CAG Cypress Advisory Group Scottsdale, Arizona	$206K	$0	1	0.19%	Maintained
3598	Vista Capital Partners Portland, Oregon	$206K	-$341K	1	0.03%	Reduced
3599	Amplius Wealth Advisors Blue Bell, Pennsylvania	$206K	+$3.86K	1	0.02%	Increased
3600	CAM Columbia Asset Management Ann Arbor, Michigan	$206K	-$36K	1	0.04%	Reduced