← 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
3676	CW CrossGen Wealth Greenville, North Carolina	$211K	-$186K	3	0.16%	Reduced
3677	BFA Benedict Financial Advisors Atlanta, Georgia	$211K	+$210K	1	0.04%	New
3678	HAFG Hansen & Associates Financial Group Roseville, California	$211K	+$217K	1	0.12%	New
3679	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$211K	+$33.2K	1	0.14%	Increased
3680	PAM Paradigm Asset Management New York	$211K	-$2.42M	2	0.05%	Reduced
3681	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$210K	-$16.4K	2	0.1%	Reduced
3682	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$210K	-$4.51M	1	0.03%	Reduced
3683	RBC Roble Belko & Company Sewickley, Pennsylvania	$210K	+$37K	3	0.02%	Increased
3684	HC Hurley Capital New York	$209K	-$6.69K	5	0.11%	Reduced
3685	RI Rinkey Investments San Diego, California	$209K	-$87.3K	1	0.05%	Reduced
3686	GGA Granite Group Advisors Stamford, Connecticut	$208K	+$208K	1	0.12%	New
3687	FFG Frisch Financial Group Melville, New York	$208K	-$177	1	0.04%	Reduced
3688	SL SFM LLC Manchester, New Hampshire	$208K	-$507K	1	0.11%	Reduced
3689	WBCM Wilson & Boucher Capital Management Moraga, California	$208K	$0	1	0.12%	Maintained
3690	EM Excalibur Management Waltham, Massachusetts	$207K	+$22.2K	1	0.07%	Increased
3691	WF Wayfinding Financial Lynnwood, Washington	$207K	-$37.5K	1	0.08%	Reduced
3692	BIA Bell Investment Advisors Oakland, California	$207K	-$60K	5	0.03%	Reduced
3693	MLM Mount Lucas Management Newtown, Pennsylvania	$207K	-$261K	1	0.07%	Reduced
3694	RWM RKL Wealth Management Lancaster, Pennsylvania	$207K	+$16K	1	0.02%	Increased
3695	MWM MBE Wealth Management Tomah, Wisconsin	$207K	-$9.6K	1	0.07%	Reduced
3696	CCM Consolidated Capital Management Burbank, California	$207K	$0	1	0.06%	Maintained
3697	HFAS Hummer Financial Advisory Services Chicago, Illinois	$207K	+$6.82K	1	0.14%	Increased
3698	SMA Sage Mountain Advisors Atlanta, Georgia	$206K	+$241K	1	0.01%	New
3699	DJYG David J. Yvars Group University Park, Florida	$205K	-$458K	1	0.1%	Reduced
3700	ASG Advisory Solutions Group Plymouth, Minnesota	$205K	+$240K	1	0.07%	New