← 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	EPM Elm Partners Management Philadelphia, Pennsylvania	$245K	+$217K	1	0.01%	New
3802	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$245K	+$25.7K	4	0.04%	Increased
3803	RIM Reliant Investment Management Memphis, Tennessee	$244K	+$217K	1	0.09%	New
3804	AIM Alhambra Investment Management Palmetto Bay, Florida	$244K	+$59.3K	1	0.12%	Increased
3805	SCM Seascape Capital Management Portsmouth, New Hampshire	$244K	+$217K	1	0.07%	New
3806	RWI Red Wave Investments Dillsburg, Pennsylvania	$244K	$0	1	0.07%	Maintained
3807	VI VanderPol Investments Caledonia, Michigan	$243K	-$51.2K	1	0.42%	Reduced
3808	MW Members Wealth Media, Pennsylvania	$243K	+$248K	1	0.15%	New
3809	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$242K	+$26K	1	0.07%	Increased
3810	MFG Midwest Financial Group Overland Park, Kansas	$242K	+$23.3K	1	0.12%	Increased
3811	PAW Plan A Wealth Lincoln, Nebraska	$242K	+$215K	1	0.12%	New
3812	WFA WestHill Financial Advisors San Rafael, California	$242K	+$215K	1	0.05%	New
3813	PG Patten Group Chattanooga, Tennessee	$241K	+$214K	1	0.05%	New
3814	SFG Seamount Financial Group Colorado Springs, Colorado	$240K	-$178K	1	0.11%	Reduced
3815	LA Lynch & Associates Newburgh, Indiana	$240K	+$213K	1	0.05%	New
3816	VF Vawter Financial Columbus, Ohio	$240K	+$28K	1	0.11%	Increased
3817	LTL Lowery Thomas LLC Pebble Beach, California	$239K	+$212K	1	0.14%	New
3818	OFO OneAscent Family Office Birmingham, Alabama	$239K	-$220K	1	0.19%	Reduced
3819	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$238K	+$224K	3	0.13%	New
3820	CFO Collective Family Office York, Pennsylvania	$238K	-$10.3K	1	0.06%	Reduced
3821	VPP Vertex Planning Partners Downers Grove, Illinois	$237K	+$211K	1	0.05%	New
3822	WH Whitcomb & Hess Ashland, Ohio	$237K	+$211K	1	0.06%	New
3823	SCM Sollinda Capital Management Miami, Florida	$237K	-$42.6K	1	0.07%	Reduced
3824	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$237K	+$252K	1	0.11%	New
3825	DW Dodds Wealth Greenwood Village, Colorado	$237K	+$210K	1	0.06%	New