← 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
3751	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$167K	-$190K	3	0.03%	Reduced
3752	WAG Wilkerson Advisory Group Columbia, Missouri	$166K	-$70.1K	4	0.05%	Reduced
3753	CJ Caitlin John Brighton, Michigan	$164K	+$7.58K	5	0.09%	Increased
3754	MAS MPWM Advisory Solutions Alpharetta, Georgia	$164K	+$88.5K	3	0.08%	Increased
3755	BPAMU BTG Pactual Asset Management US New York	$158K	+$185K	1	0.01%	New
3756	IWM IMG Wealth Management Jacksonville, Florida	$158K	+$8.49K	3	0.09%	Increased
3757	KAM KEB Asset Management Springfield, Illinois	$157K	-$682	1	0.03%	Reduced
3758	AIM Axiom Investment Management New York	$157K	-$38.6K	4	0.1%	Reduced
3759	CWP Clark Wealth Partners O'fallon, Illinois	$156K	-$16.2K	3	0.09%	Reduced
3760	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$155K	+$52.2K	2	0.04%	Increased
3761	HFS Horizon Financial Services Winston Salem, North Carolina	$151K	+$26.9K	3	0.06%	Increased
3762	RFG REAP Financial Group Austin, Texas	$147K	+$5.4K	4	0.03%	Increased
3763	NA Networth Advisors Canonsburg, Pennsylvania	$145K	+$151K	3	0.08%	Increased
3764	KAS Kemnay Advisory Services New York	$144K	-$46.7K	4	0.02%	Reduced
3765	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$144K	-$107K	3	0.01%	Reduced
3766	SSG Summit Securities Group New York	$143K	-$389K	2	0.01%	Reduced
3767	AP Aspect Partners Fairfax, Virginia	$141K	-$7.43K	4	0.05%	Reduced
3768	BH Burk Holdings Tulsa, Oklahoma	$139K	$0	3	0.05%	Maintained
3769	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$139K	-$6.01K	5	0.01%	Reduced
3770	BFS Burkett Financial Services Rock Hill, South Carolina	$136K	+$352	2	0.04%	Increased
3771	JGCM Joseph Group Capital Management Columbus, Ohio	$134K	-$18.6K	3	0.03%	Reduced
3772	SG Sankala Group Lyons, Colorado	$131K	-$16.5K	4	0.09%	Reduced
3773	CHC City Holding Co Charleston, West Virginia	$130K	+$5.96K	3	0.01%	Increased
3774	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$129K	+$16.6K	2	0.06%	Increased
3775	MIM MTM Investment Management Spartanburg, South Carolina	$128K	-$1.41K	3	0.04%	Reduced