← 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
3826	CCG Capital CS Group Irvine, California	$83.3K	+$97.4K	1	0.07%	New
3827	P Palladiem Bryn Mawr, Pennsylvania	$83.3K	-$35.1K	1	0.08%	Reduced
3828	MAM Marquette Asset Management Minneapolis, Minnesota	$82.4K	+$62.5K	4	0.01%	Increased
3829	CBT Crews Bank & Trust Wauchula, Florida	$81.7K	+$17.5K	3	0.01%	Increased
3830	BW Basepoint Wealth Cedar Rapids, Iowa	$80.7K	+$21.1K	3	0.05%	Increased
3831	ACA Atlas Capital Advisors Jackson, Wyoming	$80.3K	-$176K	4	0.01%	Reduced
3832	AF Abound Financial Granite Bay, California	$80.2K	+$27.3K	3	0.03%	Increased
3833	DF Downshift Financial Boulder, Colorado	$80.1K	+$86.9K	4	0.04%	New
3834	VPW Vaquero Private Wealth Dallas, Texas	$80.1K	+$89.9K	1	0.02%	New
3835	HFG Harborfront Financial Group Ludington, Michigan	$79.4K	+$91.6K	4	0.3%	New
3836	GIM Groesbeck Investment Management Paramus, New Jersey	$79K	-$5.36K	2	0.13%	Reduced
3837	BFS Bare Financial Services Gap, Pennsylvania	$78.1K	+$21K	4	0.02%	Increased
3838	MWM Mascoma Wealth Management Hanover, New Hampshire	$77.9K	-$3.53K	2	0.01%	Reduced
3839	WAG Wiser Advisor Group Phoenix, Arizona	$77.2K	$0	2	0.08%	Maintained
3840	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$77.2K	-$7.91K	4	0.01%	Reduced
3841	CCMR Core Capital Management & Research Houston, Texas	$74.5K	+$56.5K	1	0.04%	New
3842	PWM Proathlete Wealth Management Boca Raton, Florida	$74.4K	+$2.56K	5	0.02%	Increased
3843	BFP Birchwood Financial Partners Bloomington, Minnesota	$73.6K	$0	3	0.06%	Maintained
3844	NWS Nvest Wealth Strategies Powell, Ohio	$73.4K	-$64K	1	0.05%	Reduced
3845	RWM Raffa Wealth Management Washington, District of Columbia	$72.6K	-$9.71K	3	0.01%	Reduced
3846	RPA Redwood Park Advisors Redwood City, California	$72.2K	+$2.92K	4	0.05%	Increased
3847	T TOBAM Paris, France	$72K	+$81.2K	1	0.02%	New
3848	EHAM Eagle Harbor Asset Management Seattle, Washington	$71.5K	-$19.9K	1	0.06%	Reduced
3849	BF Brooklyn FI New York	$71.2K	+$77.4K	2	0.01%	New
3850	MC Matisse Capital Portland, Oregon	$67.3K	-$300K	1	0.03%	Reduced