← 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
3726	LSV Asset Management Chicago, Illinois	$149K	+$6.38K	2	0%	Increased
3727	DF DecisionPoint Financial Mesa, Arizona	$148K	$0	3	0.05%	Maintained
3728	FFA Frazier Financial Advisors Columbus, Ohio	$141K	-$41.6K	1	0.11%	Reduced
3729	FWM FSA Wealth Management Needham, Massachusetts	$141K	-$49.1K	2	0.06%	Reduced
3730	AWM Activest Wealth Management Aventure, Florida	$141K	+$7.99K	3	0.04%	Increased
3731	CIR Clear Investment Research Alpharetta, Georgia	$138K	+$71.4K	3	0.18%	Increased
3732	MHR Matthew Hamilton Rosenberg	$138K	+$31.9K	4	0.04%	Increased
3733	NCM Northwest Capital Management Lake Oswego, Oregon	$138K	-$26.7K	3	0.06%	Reduced
3734	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$138K	+$10.9K	3	0.02%	Increased
3735	BC Barrett & Company Providence, Rhode Island	$138K	+$3.04K	3	0.06%	Increased
3736	JWS Juncture Wealth Strategies Scottsdale, Arizona	$137K	+$142K	1	0.05%	New
3737	FNWA Financial Network Wealth Advisors Murray, Utah	$135K	-$174K	3	0.25%	Reduced
3738	VWM Vermillion Wealth Management Rosemount, Minnesota	$135K	+$128K	3	0.07%	New
3739	AP Aspect Partners Fairfax, Virginia	$133K	+$53.4K	4	0.08%	Increased
3740	SO Sierra Ocean Ripon, California	$133K	+$121K	3	0.11%	New
3741	FPB First PREMIER Bank Sioux Falls, South Dakota	$131K	-$32.4K	3	0.03%	Reduced
3742	UIA Ulland Investment Advisors Minneapolis, Minnesota	$131K	$0	2	0.08%	Maintained
3743	JAM JCIC Asset Management Toronto, Ontario, Canada	$131K	+$2.23K	2	0.05%	Increased
3744	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$131K	+$130K	2	0.11%	New
3745	OA Operose Advisors Milwaukee, Wisconsin	$130K	-$76.5K	2	0.04%	Reduced
3746	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$130K	-$6.73K	3	0.04%	Reduced
3747	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$125K	+$97.1K	2	0.32%	New
3748	BGAI Bruce G. Allen Investments Denver, Colorado	$125K	+$93.2K	2	0.1%	Increased
3749	LAMC Longview Asset Management (California) San Rafael, California	$125K	+$112K	3	0.08%	New
3750	EFP EnRich Financial Partners Madison, Wisconsin	$125K	$0	1	0.04%	Maintained