← 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	NCTC New Covenant Trust Company Jeffersonville, Indiana	$222K	$0	1	0.2%	Maintained
3777	Simon Quick Advisors Morristown, New Jersey	$222K	-$4.56M	1	0.01%	Reduced
3778	TWPM Total Wealth Planning & Management Ponte Vedra Beach, Florida	$221K	-$477K	1	0.18%	Reduced
3779	MWAM Manhattan West Asset Management Los Angeles, California	$221K	+$203K	1	0.05%	New
3780	AZ Alpha Zero Boca Raton, Florida	$221K	+$12.6K	1	0.14%	Increased
3781	NC North Capital Salt Lake City, Utah	$220K	-$45.8K	4	0.19%	Reduced
3782	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$220K	+$215K	1	0.03%	New
3783	FA Fiducient Advisors Chicago, Illinois	$220K	+$189K	1	0.03%	New
3784	NF NavPoint Financial Prior Lake, Minnesota	$220K	+$189K	1	0.13%	New
3785	FWP Falcon Wealth Planning Ontario, California	$219K	+$189K	1	0.02%	New
3786	CWP Core Wealth Partners Santa Rosa, California	$219K	+$188K	1	0.11%	New
3787	RCI RS Crum Inc Newport Beach, California	$219K	+$188K	1	0.05%	New
3788	BW Blalock Williams Alexander City, Alabama	$219K	-$24.6K	1	0.22%	Reduced
3789	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$218K	-$2.11K	1	0.24%	Reduced
3790	SWM SilverOak Wealth Management Edina, Minnesota	$218K	+$214K	1	0.04%	New
3791	TA TPG Advisors Northfield, Illinois	$218K	+$188K	1	0.16%	New
3792	WCM Wellington Capital Management Chevy Chase, Maryland	$218K	+$214K	1	0.33%	New
3793	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$217K	+$187K	1	0.11%	New
3794	AIM Alhambra Investment Management Palmetto Bay, Florida	$217K	+$213K	1	0.11%	New
3795	HWM HighMark Wealth Management St. Paul, Minnesota	$217K	+$4.75K	4	0.11%	Increased
3796	BMM Berkshire Money Management Dalton, Massachusetts	$216K	-$41.4K	1	0.02%	Reduced
3797	BH Burk Holdings Tulsa, Oklahoma	$216K	-$296K	1	0.14%	Reduced
3798	AFS AFG Fiduciary Services Hingham, Massachusetts	$216K	-$176K	1	0.14%	Reduced
3799	AC Avant Capital Lafayette, Louisiana	$215K	+$185K	1	0.17%	New
3800	EFMC Empire Financial Management Company New York	$214K	+$184K	1	0.06%	New