← 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
3626	BC Brio Consultants San Francisco, California	$287K	+$18.4K	1	0.04%	Increased
3627	RT Rockland Trust Hanover, Massachusetts	$286K	+$280K	1	0.01%	New
3628	CWMP Clarion Wealth Managment Partners Fairfax, Virginia	$286K	+$246K	1	0.31%	New
3629	MIA MainStreet Investment Advisors Chicago, Illinois	$285K	+$23.3K	1	0.04%	Increased
3630	CFO Collective Family Office York, Pennsylvania	$285K	+$17.6K	1	0.07%	Increased
3631	LAM Lingohr Asset Management Duesseldorf, Germany	$284K	-$11.6M	1	0.51%	Reduced
3632	OS Objectivity Squared Charleston, South Carolina	$284K	+$244K	1	0.2%	New
3633	USB Union Savings Bank Litchfield, Connecticut	$284K	$0	2	0.13%	Maintained
3634	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$283K	+$239K	1	0.11%	New
3635	QFPS Quantum Financial Planning Services Spokane, Washington	$283K	-$56.6K	1	0.13%	Reduced
3636	EM ELCO Management New York	$282K	+$243K	1	0.15%	New
3637	MAM McLean Asset Management Tysons, Virginia	$282K	+$13.9K	1	0.07%	Increased
3638	CM Cornerstone Management Duluth, Georgia	$282K	+$242K	1	0.05%	New
3639	CWM Chesapeake Wealth Management Williamsburg, Virginia	$282K	-$11.3K	1	0.09%	Reduced
3640	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$281K	+$51.2K	2	0.02%	Increased
3641	DI DDFG Inc Thousand Oaks, California	$281K	+$241K	1	0.07%	New
3642	SL Sentry LLC Memphis, Tennessee	$281K	+$241K	1	0.06%	New
3643	Clifford Swan Investment Counsel Pasadena, California	$280K	+$267	1	0.01%	Increased
3644	TF Tudor Financial Dayton, Ohio	$279K	+$240K	1	0.16%	New
3645	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$278K	+$267	1	0.13%	Increased
3646	MPW MGO Private Wealth Irvine, California	$278K	+$239K	1	0.18%	New
3647	RSA River Street Advisors Aurora, Illinois	$277K	$0	1	0.12%	Maintained
3648	BI Beckerman Institutional Ocean Grove, New Jersey	$276K	+$238K	1	0.18%	New
3649	KL KilterHowling LLC Boulder, Colorado	$276K	$0	1	0.16%	Maintained
3650	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$275K	-$3.91K	3	0.42%	Reduced