← 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	RWM Ruedi Wealth Management Champaign, Illinois	$31.9K	$0	2	0.01%	Maintained
3777	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$31.6K	+$34.1K	3	0.01%	New
3778	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$31.4K	-$7.56K	1	0.01%	Reduced
3779	SIM Synergy Investment Management Altamonte Springs, Florida	$30.7K	+$15.6K	2	0.01%	Increased
3780	SRCM Signature Resources Capital Management Newport Beach, California	$30.2K	+$6.23K	2	0.03%	Increased
3781	PP PFS Partners Mine Hill, New Jersey	$30.1K	+$4.69K	3	0.02%	Increased
3782	CW Curio Wealth Annapolis, Maryland	$29.7K	-$25.8K	3	0.02%	Reduced
3783	GWSA Global Wealth Strategies & Associates Denver, Colorado	$29.4K	-$19.1K	2	0.01%	Reduced
3784	BA Bellwether Advisors Lincoln, Nebraska	$29.1K	$0	2	0.01%	Maintained
3785	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$28.7K	-$5.14K	3	0.03%	Reduced
3786	GFL Granite FO LLC Bedford, New Hampshire	$27.6K	$0	1	0.02%	Maintained
3787	WCM WealthTrak Capital Management Virginia Beach, Virginia	$26.8K	-$1.73K	5	0.02%	Reduced
3788	CB Centennial Bank Conway, Arkansas	$26.7K	$0	2	0.01%	Maintained
3789	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$25.9K	$0	2	0.02%	Maintained
3790	LC Luminist Capital Grand Rapids, Michigan	$25.7K	-$3.15K	1	0.03%	Reduced
3791	SSG Summit Securities Group New York	$25.6K	+$2.23K	2	0%	Increased
3792	CF Collier Financial Denver, Colorado	$25.4K	+$311	1	0.02%	Increased
3793	CFS Compass Financial Services West Des Moines, Iowa	$25.3K	+$1.49K	2	0.01%	Increased
3794	TLA Tanglewood Legacy Advisors Houston, Texas	$25.3K	$0	1	0.01%	Maintained
3795	BAM Bellevue Asset Management Bellevue, Washington	$25.2K	-$1.75M	3	0.01%	Reduced
3796	CI CAZ Investments Houston, Texas	$25K	-$17.6K	1	0.18%	Reduced
3797	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$22.8K	$0	3	0.01%	Maintained
3798	TVWM Tower View Wealth Management Shorewood, Wisconsin	$22.6K	-$62.5K	2	0.01%	Reduced
3799	MCA Midwest Capital Advisors Grand Rapids, Michigan	$22.2K	$0	2	0.01%	Maintained
3800	JFG JDM Financial Group Austin, Texas	$21.7K	+$14.4K	2	0.01%	Increased