← 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
3801	VWA VSM Wealth Advisory Hunt Valley, Maryland	$70.9K	+$247K	2	0.03%	New
3802	MCM MidAtlantic Capital Management Richmond, Virginia	$68.9K	$0	1	0.05%	Maintained
3803	RFG REAP Financial Group Austin, Texas	$67.8K	-$14.2K	2	0.02%	Reduced
3804	RS R Squared Central, Hong Kong	$67.4K	+$58.5K	3	0.07%	New
3805	PA Pineridge Advisors St. Charles, Missouri	$67K	+$33.7K	4	0.03%	Increased
3806	FFWM Future Financial Wealth Management Cincinnati, Ohio	$65.1K	+$19.3K	2	0.05%	Increased
3807	TC Trust Company Manhattan, Kansas	$64.2K	+$35.5K	3	0.01%	Increased
3808	MS Mizuho Securities Tokyo, Japan	$63.8K	-$2.87M	1	0.96%	Reduced
3809	MRP Measured Risk Portfolios San Diego, California	$63.8K	+$49.1K	1	0.07%	New
3810	BTC Bank & Trust Company Litchfield, Illinois	$63.5K	-$1.6K	1	0.05%	Reduced
3811	CI Cordant Inc Portland, Oregon	$63.5K	+$60.6K	1	0.03%	New
3812	CAIM Catherine Avery Investment Management Longboat Key, Florida	$61.4K	+$44.8K	4	0.05%	New
3813	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$60.6K	-$2.87K	2	0.01%	Reduced
3814	DCM Disciplina Capital Management Nashville, Tennessee	$59.9K	$0	2	0.01%	Maintained
3815	1IA 1620 Investment Advisors Plymouth, Massachusetts	$59.7K	-$638	3	0.05%	Reduced
3816	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$56.8K	$0	1	0.04%	Maintained
3817	RTL Red Tortoise LLC Atlanta, Georgia	$56.4K	$0	2	0.03%	Maintained
3818	APW Atlantic Private Wealth Chapel Hill, North Carolina	$56.3K	+$17.7K	2	0.04%	Increased
3819	TC Tacita Capital Toronto, Ontario, Canada	$55.7K	+$10.1K	2	0.04%	Increased
3820	MG MilWealth Group Milwaukee, Wisconsin	$55.2K	$0	1	0.02%	Maintained
3821	CMP Coston McIsaac & Partners Bar Harbor, Maine	$55K	+$2.24K	4	0.02%	Increased
3822	VWA Valued Wealth Advisors Holladay, Utah	$53.8K	-$10.1K	3	0.03%	Reduced
3823	GK Graney & King Latham, New York	$53.7K	+$51.4K	1	0.04%	New
3824	G Gainplan Bloomfield Hills, Michigan	$53.5K	-$25.3K	1	0.02%	Reduced
3825	PPWM PFG Private Wealth Management Lutz, Florida	$53K	$0	1	0.03%	Maintained