← 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	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$216K	+$207K	1	0.16%	New
3652	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$216K	-$11.5K	1	0.19%	Reduced
3653	CAM Columbia Asset Management Ann Arbor, Michigan	$216K	+$166K	1	0.04%	New
3654	TWM Topsail Wealth Management Charlotte, North Carolina	$215K	+$205K	1	0.05%	New
3655	BMM Buffington Mohr McNeal Boise, Idaho	$215K	+$205K	1	0.04%	New
3656	SFA Seneca Financial Advisors Rochester, New York	$215K	+$205K	1	0.11%	New
3657	NCM NCM Capital Management Ramsey, New Jersey	$214K	+$205K	1	0.1%	New
3658	AAM Austin Asset Management Austin, Texas	$214K	+$204K	1	0.04%	New
3659	BAM BOS Asset Management Springfield, Illinois	$214K	+$165K	1	0.08%	New
3660	First Command Advisory Services Fort Worth, Texas	$212K	+$24.3K	2	0%	Increased
3661	MIM Merrion Investment Management Cranford, New Jersey	$212K	+$203K	1	0.15%	New
3662	GIM Groesbeck Investment Management Paramus, New Jersey	$212K	+$208K	1	0.28%	New
3663	HG Harbor Group Bedford, New Hampshire	$212K	+$202K	1	0.05%	New
3664	C1AG Client 1st Advisory Group Dunedin, Florida	$211K	+$201K	1	0.08%	New
3665	ODG O'Dell Group Cincinnati, Ohio	$211K	-$54.1K	1	0.05%	Reduced
3666	ACA American Capital Advisory Ketchum, Idaho	$211K	+$1.4K	3	0.12%	Increased
3667	BFS BridgePort Financial Solutions Fairfield, Iowa	$211K	+$145K	1	0.1%	New
3668	LPFG Landing Point Financial Group Avon, Ohio	$210K	+$206K	1	0.16%	New
3669	LWM LongView Wealth Management Atlanta, Georgia	$210K	+$162K	1	0.06%	New
3670	WN Williams & Novak Westlake Village, California	$210K	+$200K	1	0.2%	New
3671	FFP Forbes Financial Planning East Greenwich, Rhode Island	$209K	+$161K	1	0.1%	New
3672	TA Townsend & Associates Westminster, Colorado	$209K	+$204K	1	0.02%	New
3673	BFA Bill Few Associates Pittsburgh, Pennsylvania	$209K	+$199K	1	0.07%	New
3674	BFC Blue Fin Capital Warren, Rhode Island	$209K	+$161K	1	0.04%	New
3675	ORC O'Rourke & Company Boston, Massachusetts	$208K	+$199K	1	0.1%	New