← 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
3601	MASECO Private Wealth London,	$235K	+$234K	2	0.01%	Increased
3602	OAG Oakmont Advisory Group Albuquerque, New Mexico	$234K	+$14.1K	3	0.2%	Increased
3603	PIA Panoramic Investment Advisors Denver, Colorado	$234K	-$20.6K	1	0.11%	Reduced
3604	CCM Connective Capital Management Palo Alto, California	$234K	$0	1	0.16%	Maintained
3605	MIM Merrion Investment Management Cranford, New Jersey	$233K	$0	1	0.11%	Maintained
3606	SPA Shore Point Advisors Brielle, New Jersey	$233K	-$77.8K	1	0.08%	Reduced
3607	AC Annandale Capital Dallas, Texas	$233K	$0	1	0.03%	Maintained
3608	ES ETF Store Overland Park, Kansas	$233K	-$5.87K	1	0.19%	Reduced
3609	BW Balance Wealth Delaware, Ohio	$233K	+$272K	1	0.06%	New
3610	HA Harfst & Associates Sheridan, Wyoming	$232K	-$917K	1	0.04%	Reduced
3611	CAG Centerpoint Advisory Group Overland Park, Kansas	$232K	-$307K	1	0.15%	Reduced
3612	FF Foronjy Financial Santa Barbara, California	$231K	+$72.6K	1	0.09%	Increased
3613	GF GGM Financials Columbus, Ohio	$231K	+$24.8K	1	0.09%	Increased
3614	SIM Seaview Investment Managers Miami, Florida	$231K	+$270K	1	0.07%	New
3615	PFG Putney Financial Group San Rafael, California	$230K	-$27.6K	1	0.21%	Reduced
3616	MWAM Manhattan West Asset Management Los Angeles, California	$230K	$0	1	0.04%	Maintained
3617	OC OceanIQ Capital Palo Alto, California	$230K	+$179K	1	0.14%	New
3618	KFG Kropog Financial Group Mandeville, Louisiana	$229K	+$228K	1	0.16%	New
3619	LWM Lakeridge Wealth Management Mentor, Ohio	$229K	-$15.4K	1	0.08%	Reduced
3620	SMBT Southern Michigan Bank & Trust Coldwater, Michigan	$228K	+$46K	3	0.08%	Increased
3621	SPWM Schrum Private Wealth Management St. Augustine, Florida	$228K	-$638K	1	0.23%	Reduced
3622	FA FDx Advisors Chicago, Illinois	$228K	+$9.9K	1	0.07%	Increased
3623	NBWM North Berkeley Wealth Management Berkeley, California	$228K	+$29.2K	1	0.09%	Increased
3624	RIM Reliant Investment Management Memphis, Tennessee	$228K	+$227K	1	0.08%	New
3625	LF Lantz Financial Naperville, Illinois	$228K	-$35.2K	1	0.04%	Reduced