← 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	PFG Pinnacle Financial Group Western Springs, Illinois	$298K	+$257K	1	0.1%	New
3602	FI Financial Insights Tacoma, Washington	$298K	-$1.87K	1	0.11%	Reduced
3603	MCM Mengis Capital Management Portland, Oregon	$297K	$0	1	0.06%	Maintained
3604	AOWM Alpha Omega Wealth Management Richmond, Virginia	$297K	+$291K	1	0.05%	New
3605	VFG Valley Financial Group Ambler, Pennsylvania	$297K	+$255K	1	0.18%	New
3606	FNB Farmers National Bank Danville, Kentucky	$295K	+$33.4K	1	0.08%	Increased
3607	HBS Howard Bailey Securities Fort Wayne, Indiana	$295K	-$38.7K	1	0.09%	Reduced
3608	FWM Forza Wealth Management Sarasota, Florida	$295K	$0	1	0.12%	Maintained
3609	VCM Viewpoint Capital Management Seattle, Washington	$295K	+$254K	1	0.14%	New
3610	AA Aire Advisors Beverly Hills, California	$294K	+$253K	1	0.06%	New
3611	FNA First National Advisers Omaha, Nebraska	$293K	+$252K	1	0.04%	New
3612	GIA GHP Investment Advisors Denver, Colorado	$293K	-$43.6K	4	0.01%	Reduced
3613	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$293K	+$71.4K	1	0.1%	Increased
3614	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$293K	+$252K	1	0.25%	New
3615	TIM Thompson Investment Management Madison, Wisconsin	$292K	$0	2	0.04%	Maintained
3616	WA Whipplewood Advisors Littleton, Colorado	$292K	-$228K	4	0.16%	Reduced
3617	LIA LBMC Investment Advisors Brentwood, Tennessee	$291K	$0	1	0.02%	Maintained
3618	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$290K	+$45.2K	1	0.1%	Increased
3619	BWM Base Wealth Management Lakewood Ranch, Florida	$290K	+$250K	1	0.19%	New
3620	MWM Momentous Wealth Management Vancouver, Washington	$290K	-$535	1	0.19%	Reduced
3621	DIP DT Investment Partners Chadds Ford, Pennsylvania	$289K	$0	3	0.03%	Maintained
3622	IF Integrity Financial Cheyenne, Wyoming	$288K	+$248K	1	0.15%	New
3623	CAM Columbia Asset Management Ann Arbor, Michigan	$287K	-$39.1K	1	0.06%	Reduced
3624	VT Volterra Technologies New York	$287K	+$247K	1	0.04%	New
3625	OFP OFC Financial Planning Short Hills, New Jersey	$287K	+$247K	1	0.3%	New