← 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	KFS Keynote Financial Services Vernon, Connecticut	$214K	+$63.1K	1	0.14%	Increased
3802	ML Mayport LLC Newton, Massachusetts	$213K	+$184K	1	0.05%	New
3803	SCM Sollinda Capital Management Miami, Florida	$213K	+$183K	1	0.06%	New
3804	ACC Acorn Creek Capital Fort Collins, Colorado	$213K	-$10.2K	1	0.09%	Reduced
3805	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$213K	-$5.35K	1	0.11%	Reduced
3806	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$213K	+$183K	1	0.03%	New
3807	CWM Crowley Wealth Management Wilmington, Delaware	$213K	$0	3	0.19%	Maintained
3808	CAM Clark Asset Management Stratham, New Hampshire	$213K	+$4.81K	1	0.03%	Increased
3809	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$212K	+$168K	3	0.25%	Increased
3810	Private Management Group Irvine, California	$212K	+$208K	1	0.01%	New
3811	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$212K	-$212K	1	0.13%	Reduced
3812	SC Seldon Capital San Francisco, California	$212K	+$194K	1	0.09%	New
3813	VIPI Vista Investment Partners II Richmond, Indiana	$212K	+$182K	1	0.1%	New
3814	MIM Martin Investment Management Palm Beach Gardens, Florida	$210K	-$176K	1	0.05%	Reduced
3815	VAF Values Added Financial Washington, District of Columbia	$210K	+$192K	1	0.1%	New
3816	LFG Lockerman Financial Group Newport Beach, California	$210K	-$6.68K	1	0.28%	Reduced
3817	IWM IMG Wealth Management Jacksonville, Florida	$209K	+$39.7K	3	0.16%	Increased
3818	QFA Quantum Financial Advisors El Segundo, California	$209K	$0	1	0.03%	Maintained
3819	OA Operose Advisors Milwaukee, Wisconsin	$209K	$0	2	0.06%	Maintained
3820	SFS Strategic Financial Services Utica, New York	$209K	+$180K	1	0.01%	New
3821	RAS RPS Advisory Solutions Louisville, Kentucky	$209K	-$4.01K	1	0.11%	Reduced
3822	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$209K	$0	1	0.1%	Maintained
3823	MAG M3 Advisory Group Needham Heights, Massachusetts	$208K	-$100K	1	0.14%	Reduced
3824	TA TruWealth Advisors Metairie, Louisiana	$208K	+$204K	1	0.01%	New
3825	WN Williams & Novak Westlake Village, California	$207K	+$203K	1	0.18%	New