← 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	EFMC Empire Financial Management Company New York	$286K	$0	1	0.07%	Maintained
3677	CSA Cottage Street Advisors Marion, Massachusetts	$286K	-$605K	1	0.12%	Reduced
3678	BF Brogan Financial Knoxville, Tennessee	$286K	+$6.54K	1	0.12%	Increased
3679	CWA Continuum Wealth Advisors Saratoga Springs, New York	$286K	-$26.1K	1	0.12%	Reduced
3680	BOC Bull Oak Capital San Diego, California	$286K	-$40.6K	1	0.12%	Reduced
3681	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$286K	-$186K	1	0.24%	Reduced
3682	BBL Beck Bode LLC Dedham, Massachusetts	$285K	-$23K	1	0.05%	Reduced
3683	RCI RS Crum Inc Newport Beach, California	$284K	-$7.62K	1	0.06%	Reduced
3684	BFG Bouchey Financial Group Troy, New York	$283K	+$252K	1	0.02%	New
3685	EGA E&G Advisors Houston, Texas	$283K	+$288K	1	0.07%	New
3686	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$283K	+$288K	1	0.17%	New
3687	RWM RMG Wealth Management Platteville, Wisconsin	$283K	-$2.75K	3	0.04%	Reduced
3688	CWMP Clarion Wealth Managment Partners Fairfax, Virginia	$283K	-$88.3K	1	0.28%	Reduced
3689	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$282K	+$286K	1	0.07%	New
3690	CFAM Center For Asset Management Palm Beach Gardens, Florida	$282K	-$297K	1	0.15%	Reduced
3691	MIM Martin Investment Management Palm Beach Gardens, Florida	$281K	$0	1	0.07%	Maintained
3692	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$281K	+$9.56K	1	0.04%	Increased
3693	BFA Benedict Financial Advisors Atlanta, Georgia	$281K	$0	1	0.06%	Maintained
3694	DC Dahring Cusmano Novi, Michigan	$281K	+$249K	1	0.2%	New
3695	VIPI Vista Investment Partners II Richmond, Indiana	$280K	-$2.92K	1	0.13%	Reduced
3696	FNB Farmers National Bank Danville, Kentucky	$279K	+$24.2K	1	0.07%	Increased
3697	HFM Hartford Financial Management Hartford, Connecticut	$279K	-$16.2K	3	0.07%	Reduced
3698	IRP Investment Research Partners Lemont, Pennsylvania	$279K	+$227K	1	0.13%	New
3699	KL KilterHowling LLC Boulder, Colorado	$279K	+$32.7K	1	0.16%	Increased
3700	RL Rogco LP Claremore, Oklahoma	$279K	+$285K	2	0.1%	Increased