← 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	FA FDx Advisors Chicago, Illinois	$271K	-$86.9K	1	0.08%	Reduced
3727	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$270K	+$5.66K	5	0.07%	Increased
3728	EPW Endeavor Private Wealth Topeka, Kansas	$270K	+$240K	1	0.08%	New
3729	BC Brio Consultants San Francisco, California	$269K	+$20.9K	1	0.04%	Increased
3730	WA WealthTrust Axiom Wayne, Pennsylvania	$269K	+$46.7K	1	0.07%	Increased
3731	LMKC L.M. Kohn & Company Cincinnati, Ohio	$268K	-$5.34M	1	0.32%	Reduced
3732	CCM Chaney Capital Management Lynnwood, Washington	$268K	$0	1	0.1%	Maintained
3733	MA MYDA Advisors Woodmere, New York	$268K	+$236K	1	0.06%	New
3734	NA Nordwand Advisors Radnor, Pennsylvania	$268K	-$260K	1	0.04%	Reduced
3735	WC Wexford Capital West Palm Beach, Florida	$267K	+$267K	2	0.04%	New
3736	CAM Columbia Asset Management Ann Arbor, Michigan	$267K	-$104K	1	0.05%	Reduced
3737	LODC Lanham O'Dell & Company Hurricane, West Virginia	$267K	-$5.67K	1	0.09%	Reduced
3738	FAM Forte Asset Management Bedford, New York	$267K	$0	1	0.13%	Maintained
3739	FNWM Financial Network Wealth Management Draper, Utah	$267K	+$279K	1	0.08%	New
3740	WWWM White Wing Wealth Management The Wodlands, Texas	$266K	+$233K	1	0.17%	New
3741	GWM GK Wealth Management Reno, Nevada	$265K	-$215K	1	0.19%	Reduced
3742	SFS Strategic Financial Services Utica, New York	$265K	-$13.1K	1	0.01%	Reduced
3743	WBG Wharton Business Group Malvern, Pennsylvania	$265K	+$235K	1	0.01%	New
3744	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$264K	-$1.63M	2	0.04%	Reduced
3745	RCA Riverview Capital Advisers Boston, Massachusetts	$262K	-$1.33M	1	0.08%	Reduced
3746	SCM SOL Capital Management Rockville, Maryland	$262K	+$279K	1	0.02%	New
3747	CFA Cahill Financial Advisors Edina, Minnesota	$260K	-$202K	1	0.03%	Reduced
3748	HBS Howard Bailey Securities Fort Wayne, Indiana	$260K	-$3.74K	1	0.07%	Reduced
3749	DIP DT Investment Partners Chadds Ford, Pennsylvania	$260K	$0	3	0.02%	Maintained
3750	CL COWA LLC Tulsa, Oklahoma	$260K	+$23.6K	1	0.09%	Increased