← 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	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$252K	+$63K	1	0.07%	Increased
3777	CWM Chesapeake Wealth Management Williamsburg, Virginia	$252K	$0	1	0.08%	Maintained
3778	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$252K	-$264K	1	0.13%	Reduced
3779	AAM Aureus Asset Management Boston, Massachusetts	$252K	-$31.8M	1	0.02%	Reduced
3780	MFS Madrona Financial Services Everett, Washington	$250K	+$15.4K	1	0.06%	Increased
3781	PGIM Custom Harvest Newark, New Jersey	$250K	-$33.8K	1	0%	Reduced
3782	TWM Tripletail Wealth Management Orlando, Florida	$249K	-$6.7K	3	0.3%	Reduced
3783	JA JVL Associates Wyoming, Michigan	$249K	+$222K	1	0.08%	New
3784	SA Sage Advisors Boulder, Colorado	$249K	-$24K	1	0.18%	Reduced
3785	FM Foster & Motley Cincinnati, Ohio	$249K	+$221K	1	0.01%	New
3786	MCM Morton Capital Management Calabasas, California	$249K	+$221K	1	0.04%	New
3787	CSIA Conrad Siegel Investment Advisors Harrisburg, Pennsylvania	$248K	+$220K	1	0.05%	New
3788	PFM Phillips Financial Management Fort Wayne, Indiana	$248K	+$251K	1	0.02%	New
3789	JBI John Boyer Inc Tampa, Florida	$248K	+$220K	1	0.25%	New
3790	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$248K	-$3.07M	2	0.49%	Reduced
3791	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$247K	-$9.34M	1	0.01%	Reduced
3792	BI Beckerman Institutional Ocean Grove, New Jersey	$247K	-$109K	1	0.15%	Reduced
3793	CG Corundum Group Colorado Springs, Colorado	$247K	-$28K	1	0.1%	Reduced
3794	MWA Monograph Wealth Advisors Manhattan Beach, California	$246K	+$219K	1	0.02%	New
3795	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$246K	-$421	5	0.03%	Reduced
3796	SCM Stonehearth Capital Management Danvers, Massachusetts	$246K	$0	1	0.1%	Maintained
3797	FI Financial Insights Tacoma, Washington	$246K	-$14.4K	1	0.08%	Reduced
3798	MAM McLean Asset Management Tysons, Virginia	$245K	-$12.4K	1	0.05%	Reduced
3799	Clifford Swan Investment Counsel Pasadena, California	$245K	+$1.76K	1	0.01%	Increased
3800	RSA River Street Advisors Aurora, Illinois	$245K	-$2.8K	1	0.09%	Reduced