← 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
3651	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$219K	$0	1	0.01%	Maintained
3652	MFF Michels Family Financial Fort Worth, Texas	$219K	+$60K	1	0.14%	Increased
3653	FSA Franklin Street Advisors Chapel Hill, North Carolina	$219K	$0	1	0.01%	Maintained
3654	CCG Chatham Capital Group Savannah, Georgia	$218K	+$13.6K	1	0.03%	Increased
3655	RCM RMR Capital Management Tustin, California	$218K	$0	1	0.15%	Maintained
3656	LA Lifeworks Advisors Grand Rapids, Michigan	$218K	+$2.05K	1	0.02%	Increased
3657	WAM Weinberger Asset Management Los Angeles, California	$217K	+$3.96K	1	0.07%	Increased
3658	IAG Investmark Advisory Group Shelton, Connecticut	$216K	+$22.9K	1	0.08%	Increased
3659	RA Rise Advisors Rochester, New York	$216K	-$5.46K	1	0.06%	Reduced
3660	IIA Integrity Investment Advisors Fort Collins, Colorado	$216K	-$14.2K	1	0.09%	Reduced
3661	NC NewSquare Capital Newtown Square, Pennsylvania	$216K	-$3.41K	1	0.02%	Reduced
3662	SA Strategic Advocates Logan, Utah	$215K	-$68.4K	3	0.83%	Reduced
3663	TFM TFC Financial Management Boston, Massachusetts	$215K	-$133K	4	0.02%	Reduced
3664	XPN XY Planning Network Bozeman, Montana	$214K	+$214K	1	0.03%	New
3665	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$214K	+$7.5K	1	0.04%	Increased
3666	GHA Granite Harbor Advisors Houston, Texas	$214K	+$22.2K	1	0.08%	Increased
3667	RFA Register Financial Advisors Atlanta, Georgia	$214K	-$61.2K	1	0.07%	Reduced
3668	BI Berkeley Inc Boise, Idaho	$214K	$0	1	0.07%	Maintained
3669	FI Finivi Inc Westborough, Massachusetts	$213K	-$11.9K	1	0.11%	Reduced
3670	CCM Cloud Capital Management Seattle, Washington	$213K	+$213K	1	0.08%	New
3671	AWC Abundance Wealth Counselors State College, Pennsylvania	$213K	-$516K	1	0.01%	Reduced
3672	BBL Beck Bode LLC Dedham, Massachusetts	$212K	+$238K	1	0.03%	New
3673	GAM Grandview Asset Management Harrisburg, Pennsylvania	$212K	-$3.55K	1	0.05%	Reduced
3674	MFWM Motley Fool Wealth Management Alexandria, Virginia	$211K	-$27.9M	1	3.21%	Reduced
3675	MWA Motive Wealth Advisors Birmingham, Michigan	$211K	-$35.9K	1	0.09%	Reduced