← 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	ACM Adalta Capital Management New York	$229K	-$29.3K	1	0.11%	Reduced
3752	AWA Archvest Wealth Advisors Concord, California	$228K	$0	1	0.2%	Maintained
3753	MHR Matthew Hamilton Rosenberg	$227K	+$37.1K	5	0.05%	Increased
3754	TWA Talisman Wealth Advisors Mountainside, New Jersey	$227K	-$5.35K	1	0.21%	Reduced
3755	AMM American Money Management Rancho Santa Fe, California	$226K	+$195K	1	0.04%	New
3756	SWG Summit Wealth Group White River Junction, Vermont	$226K	+$208K	1	0.06%	New
3757	MPCL My Personal CFO LLC Vancouver, Washington	$226K	$0	1	0.1%	Maintained
3758	CW Code Waechter Tampa, Florida	$226K	+$221K	1	0.16%	New
3759	BAS Brueske Advisory Services Bellevue, Washington	$225K	+$1.87K	1	0.15%	Increased
3760	CCA Cora Capital Advisors Marlton, New Jersey	$225K	+$207K	1	0.1%	New
3761	PA PSI Advisors Tampa, Florida	$225K	-$448K	1	0.11%	Reduced
3762	DI DAGCO Inc Westlake, Ohio	$225K	$0	3	0.06%	Maintained
3763	CPL CAP Partners LLC Franklin, Tennessee	$225K	+$193K	1	0.14%	New
3764	T Transce3nd Kyle, Texas	$224K	-$51.8K	2	0.09%	Reduced
3765	CJ Caitlin John Brighton, Michigan	$224K	+$193K	1	0.2%	New
3766	VR Valued Retirements Houston, Texas	$224K	+$193K	1	0.25%	New
3767	CSC Caldwell Sutter Capital Sausalito, California	$224K	+$59.8K	3	0.1%	Increased
3768	TF Tompkins Financial Ithaca, New York	$224K	$0	2	0.02%	Maintained
3769	SWM Sagace Wealth Management St. Petersburg, Florida	$224K	+$219K	1	0.17%	New
3770	CGF Constant Guidance Financial Attleboro Falls, Massachusetts	$224K	+$219K	1	0.22%	New
3771	CL COWA LLC Tulsa, Oklahoma	$224K	-$278K	1	0.09%	Reduced
3772	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$223K	$0	2	0.46%	Maintained
3773	FWM FMB Wealth Management Westlake Village, California	$223K	+$192K	1	0.11%	New
3774	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$222K	+$261K	4	0.09%	New
3775	BF Bonfire Financial Colorado Springs, Colorado	$222K	+$191K	1	0.18%	New