← 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	FCT First Community Trust Dubuque, Iowa	$278K	$0	1	0.22%	Maintained
3702	CWM Cedar Wealth Management Walnut Creek, California	$278K	+$3.98K	3	0.09%	Increased
3703	First Command Advisory Services Fort Worth, Texas	$278K	-$68.3K	4	0%	Reduced
3704	WAM WNY Asset Management Williamsville, New York	$278K	+$5.35K	1	0.03%	Increased
3705	CCM Crew Capital Management Cincinnati, Ohio	$278K	+$247K	1	0.19%	New
3706	PWM PBMares Wealth Management Williamsburg, Virginia	$277K	+$246K	1	0.04%	New
3707	IW Instrumental Wealth Tampa, Florida	$277K	+$231K	1	0.19%	New
3708	SAMC Spectrum Asset Management (California) Newport Beach, California	$277K	+$281K	1	0.1%	New
3709	PFA Pathway Financial Advisors South Burlington, Vermont	$277K	-$11.2K	1	0.04%	Reduced
3710	CSF Capital Squared Financial Rockville, Maryland	$277K	-$27K	1	0.24%	Reduced
3711	PAG Powers Advisory Group Highland, Illinois	$277K	-$11.3K	1	0.11%	Reduced
3712	LW Libra Wealth Los Gatos, California	$277K	-$10.3K	1	0.08%	Reduced
3713	GF Gimbal Financial Carmel, Indiana	$277K	+$246K	1	0.17%	New
3714	BWM Brown Wealth Management Naperville, Illinois	$276K	+$245K	1	0.08%	New
3715	Donaldson Capital Management Evansville, Indiana	$276K	+$245K	1	0.01%	New
3716	IWM IMG Wealth Management Jacksonville, Florida	$276K	+$7.78K	3	0.19%	Increased
3717	CIP Champlain Investment Partners Burlington, Vermont	$276K	$0	1	0%	Maintained
3718	PCA Peddock Capital Advisors Braintree, Massachusetts	$275K	-$1.26K	1	0.06%	Reduced
3719	CW Channel Wealth Santa Barbara, California	$274K	+$243K	1	0.07%	New
3720	PPW Presilium Private Wealth Radnor, Pennsylvania	$273K	$0	1	0.05%	Maintained
3721	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$272K	+$7.21K	3	0.09%	Increased
3722	WDG Wealth Dimensions Group Cincinnati, Ohio	$272K	-$9.58K	1	0.06%	Reduced
3723	SEA Stegent Equity Advisors Houston, Texas	$271K	-$105K	1	0.22%	Reduced
3724	GHA Granite Harbor Advisors Houston, Texas	$271K	-$2.27K	1	0.11%	Reduced
3725	FWM FMB Wealth Management Westlake Village, California	$271K	-$24.3K	1	0.11%	Reduced