← 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
3701	EIP Ellis Investment Partners Berwyn, Pennsylvania	$249K	+$215K	1	0.05%	New
3702	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$249K	+$210K	1	0.05%	New
3703	RC Rahlfs Capital Lake Kiowa, Texas	$249K	+$228K	1	0.23%	New
3704	WA WealthTrust Axiom Wayne, Pennsylvania	$249K	+$228K	1	0.07%	New
3705	Potomac Fund Management Miami, Florida	$249K	+$242K	1	0.01%	New
3706	TCM TABR Capital Management Orange, California	$248K	+$213K	1	0.21%	New
3707	BFA Bill Few Associates Pittsburgh, Pennsylvania	$248K	+$213K	1	0.07%	New
3708	WA Westfuller Advisors New York	$246K	-$34.2K	1	0.14%	Reduced
3709	GC Gibson Capital Wexford, Pennsylvania	$246K	-$99.5K	1	0.05%	Reduced
3710	Alphadyne Asset Management New York	$246K	+$238K	2	0.04%	New
3711	VF Vawter Financial Columbus, Ohio	$245K	-$6.95K	1	2.77%	Reduced
3712	JGC J. Goldman & Co New York	$245K	+$211K	1	0.01%	New
3713	ERWM Elk River Wealth Management Denver, Colorado	$245K	$0	1	0.04%	Maintained
3714	MFG Midwest Financial Group Overland Park, Kansas	$245K	+$225K	1	0.13%	New
3715	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$244K	-$27K	1	0.06%	Reduced
3716	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$243K	-$44.6K	5	0.07%	Reduced
3717	MLA MB, Levis & Associates Center Valley, Pennsylvania	$243K	+$5.86K	4	0.11%	Increased
3718	BWP BlueStem Wealth Partners Minnetonka, Minnesota	$242K	+$535	1	0.03%	Increased
3719	SAM Summit Asset Management Memphis, Tennessee	$242K	+$21.7K	1	0.04%	Increased
3720	IFS Ifrah Financial Services Little Rock, Arkansas	$241K	+$208K	1	0.07%	New
3721	SFG Sunburst Financial Group Vestavia Hills, Alabama	$241K	+$221K	1	0.05%	New
3722	WCM WealthBridge Capital Management Westerville, Ohio	$241K	+$221K	1	0.06%	New
3723	First National Bank of Omaha Omaha, Nebraska	$241K	+$221K	1	0.02%	New
3724	EWA Emergent Wealth Advisors Williamsville, New York	$240K	+$206K	1	0.15%	New
3725	AA ACT Advisors Asheville, North Carolina	$239K	+$205K	1	0.11%	New