← 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	TCM Tufton Capital Management Hunt Valley, Maryland	$207K	-$4.01K	1	0.04%	Reduced
3827	RIS Richmond Investment Services Mequon, Wisconsin	$207K	+$178K	1	0.04%	New
3828	TFA Tranquilli Financial Advisor Clinton, New Jersey	$206K	+$202K	1	0.13%	New
3829	SF Seros Financial Tempe, Arizona	$206K	+$177K	1	0.13%	New
3830	AFG ABLE Financial Group Scottsdale, Arizona	$206K	+$202K	1	0.05%	New
3831	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$206K	+$177K	1	0.07%	New
3832	BCI Blue Capital Inc Omaha, Nebraska	$206K	+$177K	1	0.15%	New
3833	CWM Challenger Wealth Management Aliso Viejo, California	$206K	-$13.1K	1	0.14%	Reduced
3834	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$206K	+$189K	1	0.06%	New
3835	CCM Chiron Capital Management Tallahassee, Florida	$205K	+$201K	1	0.18%	New
3836	SLT St Louis Trust Saint Louis, Missouri	$205K	$0	1	0.03%	Maintained
3837	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$205K	+$188K	1	0.14%	New
3838	CL CLG LLC Long Beach, California	$205K	+$176K	1	0.06%	New
3839	FNWA Financial Network Wealth Advisors Murray, Utah	$204K	+$14.7K	3	0.25%	Increased
3840	LODC Lanham O'Dell & Company Hurricane, West Virginia	$204K	+$176K	1	0.09%	New
3841	WTG West Tower Group Richmond, Virginia	$204K	+$176K	1	0.44%	New
3842	RP Riverwater Partners Milwaukee, Wisconsin	$204K	-$155K	1	0.1%	Reduced
3843	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$204K	-$503K	1	0.04%	Reduced
3844	PPW Presilium Private Wealth Radnor, Pennsylvania	$204K	+$175K	1	0.04%	New
3845	WDL Well Done LLC Holland, Michigan	$203K	-$81.3K	1	0.04%	Reduced
3846	FWP Firethorn Wealth Partners Augusta, Georgia	$203K	+$175K	1	0.09%	New
3847	WAM WNY Asset Management Williamsville, New York	$203K	+$175K	1	0.02%	New
3848	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$203K	+$199K	1	0.02%	New
3849	1WM 1900 Wealth Management San Antonio, Texas	$202K	-$90.6K	1	0.02%	Reduced
3850	AWM Ameliora Wealth Management Zurich, Switzerland	$202K	-$19.4K	2	0.07%	Reduced