← 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	WAM WFA Asset Management Whitefish Bay, Wisconsin	$120K	+$27.6K	1	0.06%	Increased
3677	BC Barrett & Company Providence, Rhode Island	$118K	$0	3	0.05%	Maintained
3678	PA PharVision Advisers Boca Raton, Florida	$116K	-$167K	1	0.16%	Reduced
3679	IHWM Iron Horse Wealth Management Johston, Iowa	$113K	+$52.9K	1	0.04%	Increased
3680	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$113K	+$16.2K	3	0.04%	Increased
3681	NCM Northwest Capital Management Lake Oswego, Oregon	$113K	$0	3	0.05%	Maintained
3682	LAMC Longview Asset Management (California) San Rafael, California	$109K	$0	3	0.07%	Maintained
3683	KFS Keynote Financial Services Vernon, Connecticut	$107K	-$41.8K	1	0.08%	Reduced
3684	MSG Main Street Group Glen Allen, Virginia	$106K	+$15.6K	2	0.04%	Increased
3685	JAM JCIC Asset Management Toronto, Ontario, Canada	$104K	$0	2	0.04%	Maintained
3686	DCM Disciplina Capital Management Nashville, Tennessee	$104K	+$68.4K	2	0.02%	Increased
3687	UIA Ulland Investment Advisors Minneapolis, Minnesota	$104K	$0	2	0.09%	Maintained
3688	EPW Evergreen Private Wealth Greenwood Village, Colorado	$103K	-$23.3K	1	0.05%	Reduced
3689	IWM IMG Wealth Management Jacksonville, Florida	$103K	$0	2	0.09%	Maintained
3690	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$103K	-$25.8K	2	0.03%	Reduced
3691	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$102K	-$5.01K	2	0.08%	Reduced
3692	SC Swan Capital Pensacola, Florida	$101K	+$39	3	0.05%	Increased
3693	GBA Garrison Bradford & Associates New York	$98.8K	+$109K	2	0.11%	New
3694	PWM Proathlete Wealth Management Boca Raton, Florida	$97.3K	+$113K	4	0.04%	New
3695	ECM Estabrook Capital Management New York	$96.8K	$0	2	0.02%	Maintained
3696	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$96.8K	$0	3	0.01%	Maintained
3697	LFA LGT Financial Advisors Dallas, Texas	$94.4K	+$109K	1	0.29%	New
3698	FWA FSC Wealth Advisors Fishkill, New York	$93.4K	-$1.62K	2	0.06%	Reduced
3699	RFG REAP Financial Group Austin, Texas	$93.3K	+$36.8K	4	0.02%	Increased
3700	MFC Mechanics Financial Corp Mansfield, Ohio	$92.1K	+$90.9K	3	0.04%	Increased