← 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
3776	GCA Genesee Capital Advisors Auburn, New York	$127K	-$38.7K	1	0.04%	Reduced
3777	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$127K	$0	2	0.17%	Maintained
3778	TWM Tripletail Wealth Management Orlando, Florida	$126K	-$43.9K	3	0.15%	Reduced
3779	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$126K	+$2.73K	4	0.02%	Increased
3780	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$125K	+$13.9K	2	0.01%	Increased
3781	PAA Peregrine Asset Advisers Portland, Oregon	$124K	-$236K	1	0.03%	Reduced
3782	1IA 1620 Investment Advisors Plymouth, Massachusetts	$123K	-$13.6K	3	0.08%	Reduced
3783	GGI Godsey & Gibb Inc Richmond, Virginia	$122K	$0	2	0.01%	Maintained
3784	MLA MB, Levis & Associates Center Valley, Pennsylvania	$122K	$0	3	0.04%	Maintained
3785	VEA Virtus ETF Advisers New York	$122K	-$4.46K	1	0.05%	Reduced
3786	PS Planning Strategies Lancaster, Pennsylvania	$120K	+$136K	5	0.07%	New
3787	SC SMA Capital New York	$119K	+$118K	1	0.05%	New
3788	TCM TD Capital Management Memphis, Tennessee	$118K	-$10.8K	3	0.01%	Reduced
3789	PWMG Prestige Wealth Management Group Flemington, New Jersey	$117K	-$20.5K	4	0.02%	Reduced
3790	CC Corsicana & Co Corsicana, Texas	$116K	+$30.1K	3	0.06%	Increased
3791	PAG Paladin Advisory Group Clive, Iowa	$116K	$0	2	0.08%	Maintained
3792	AFC Ares Financial Consulting Calabasas, California	$115K	-$70.6K	5	0.08%	Reduced
3793	CFSG Community Financial Services Group Newport, Vermont	$114K	-$4.47M	3	0.02%	Reduced
3794	MA MYDA Advisors Woodmere, New York	$114K	+$158K	1	0.02%	New
3795	HPWM High Point Wealth Management Chester, New Jersey	$112K	-$10.9K	2	0.09%	Reduced
3796	CCC Chelsea Counsel Company Los Angeles, California	$111K	$0	2	0.05%	Maintained
3797	FPB First PREMIER Bank Sioux Falls, South Dakota	$110K	-$1.76K	3	0.02%	Reduced
3798	LAS Lloyd Advisory Services Suwanee, Georgia	$110K	-$434K	4	0.04%	Reduced
3799	AIM Alhambra Investment Management Palmetto Bay, Florida	$109K	+$107K	1	0.05%	New
3800	HIA Highland Investment Advisors Ponte Vedra, Florida	$108K	+$116K	4	0.05%	New