← 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	TWM Tripletail Wealth Management Orlando, Florida	$238K	+$269K	1	0.34%	New
3727	EC EntryPoint Capital New York	$238K	-$137K	1	0.12%	Reduced
3728	BPW BLVD Private Wealth Prospect, Kentucky	$237K	+$218K	1	0.22%	New
3729	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$237K	+$24.1K	3	0.08%	Increased
3730	FF Foronjy Financial Santa Barbara, California	$237K	+$233K	1	0.11%	New
3731	AWC Abundance Wealth Counselors State College, Pennsylvania	$237K	-$35.8K	1	0.04%	Reduced
3732	Heritage Wealth Advisors Richmond, Virginia	$236K	+$267	3	0.01%	Increased
3733	CWA Continuum Wealth Advisors Saratoga Springs, New York	$236K	+$203K	1	0.11%	New
3734	PIMG Patriot Investment Management Group Knoxville, Tennessee	$234K	+$202K	1	0.02%	New
3735	PWM Puff Wealth Management Haddonfield, New Jersey	$234K	+$3.74K	1	0.17%	Increased
3736	Optiver Holding Amsterdam, Netherlands	$234K	-$184K	4	0%	Reduced
3737	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$234K	+$201K	1	0.01%	New
3738	CFS Coordinated Financial Services Denver, Colorado	$234K	-$38.5K	1	0.16%	Reduced
3739	BCM Brown Capital Management Baltimore, Maryland	$234K	-$105K	1	0.01%	Reduced
3740	CHC City Holding Co Charleston, West Virginia	$232K	+$103K	2	0.03%	Increased
3741	SFG Sather Financial Group Victoria, Texas	$232K	+$199K	1	0.01%	New
3742	SAM Seelaus Asset Management Chatham, New Jersey	$232K	+$199K	1	0.21%	New
3743	CEI Clark Estates Inc New York	$231K	+$212K	1	0.05%	New
3744	IWM Iams Wealth Management Omaha, Nebraska	$231K	-$294K	1	0.11%	Reduced
3745	RPGNY Retirement Planning Group (New York) Malta, New York	$231K	+$198K	1	0.2%	New
3746	WA WESPAC Advisors Orinda, California	$231K	+$198K	1	0.16%	New
3747	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$230K	$0	2	0.17%	Maintained
3748	CWM Cherrydale Wealth Management Hoboken, New Jersey	$230K	-$2.72K	1	0.08%	Reduced
3749	OPA Old Port Advisors Portland, Maine	$230K	+$5.35K	1	0.06%	Increased
3750	SHFP Second Half Financial Partners Sebring, Florida	$229K	+$197K	1	0.11%	New