← 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	CPG Cornerstone Planning Group Fairfield, New Jersey	$208K	+$9.59K	3	0.05%	Increased
3677	SIS Strategic Investment Solutions Orland Park, Illinois	$208K	+$9.51K	3	0.07%	Increased
3678	ACA Affinity Capital Advisors Berkeley, California	$208K	+$204K	1	0.04%	New
3679	FSA Financial Security Advisor Virginia Beach, Virginia	$207K	+$160K	1	0.05%	New
3680	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$207K	+$198K	1	0.06%	New
3681	NIA NBZ Investment Advisors Knoxville, Tennessee	$207K	+$198K	1	0.12%	New
3682	MCM Marathon Capital Management Hunt Valley, Maryland	$207K	+$198K	1	0.05%	New
3683	PA PFW Advisors Atlanta, Georgia	$207K	+$198K	1	0.06%	New
3684	GWM Gitterman Wealth Management Edison, New Jersey	$207K	-$98.2K	1	0.09%	Reduced
3685	FF Francis Financial	$207K	+$331K	1	0.05%	New
3686	LF Lee Financial Dallas, Texas	$207K	+$159K	1	0.03%	New
3687	W Wealthquest Cincinnati, Ohio	$207K	+$197K	1	0.02%	New
3688	AIA Accelerate Investment Advisors Aliso Viejo, California	$206K	+$197K	1	0.18%	New
3689	FC Financial Council Towson, Maryland	$206K	+$197K	1	0.11%	New
3690	CAC Certified Advisory Corp Altamonte Springs, Florida	$206K	+$158K	1	0.02%	New
3691	FFA Founders Financial Alliance Raleigh, North Carolina	$206K	+$158K	1	0.06%	New
3692	SG Straightline Group Troy, Michigan	$205K	+$158K	1	0.13%	New
3693	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$205K	+$213K	1	0.21%	New
3694	4WM 49 Wealth Management Austin, Texas	$204K	+$195K	1	0.03%	New
3695	TAM Townsend Asset Management Raleigh, North Carolina	$204K	+$157K	1	0.07%	New
3696	PAA Peregrine Asset Advisers Portland, Oregon	$204K	+$194K	1	0.08%	New
3697	PWMG Prestige Wealth Management Group Flemington, New Jersey	$203K	-$468	5	0.04%	Reduced
3698	AWM Altus Wealth Management Ft Mitchell, Kentucky	$202K	+$156K	1	0.09%	New
3699	GRA Golden Road Advisors Tampa, Florida	$202K	+$193K	1	0.15%	New
3700	TIA Traphagen Investment Advisors Oradell, New Jersey	$201K	-$63.1K	1	0.02%	Reduced