← 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	OPW Osprey Private Wealth New York	$236K	+$239K	1	0.09%	New
3827	BC Bayforest Capital London, United Kingdom	$235K	-$243K	4	0.11%	Reduced
3828	GL Gerber LLC Columbus, Ohio	$234K	+$208K	1	0.15%	New
3829	MWM MBE Wealth Management Tomah, Wisconsin	$233K	+$237K	1	0.1%	New
3830	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$233K	-$353K	1	0.08%	Reduced
3831	BCG Bravias Capital Group Iselin, New Jersey	$232K	-$364K	1	0.16%	Reduced
3832	CCA Cora Capital Advisors Marlton, New Jersey	$232K	+$30.8K	1	0.1%	Increased
3833	TAM Townsend Asset Management Raleigh, North Carolina	$232K	+$206K	1	0.08%	New
3834	FWP Firethorn Wealth Partners Augusta, Georgia	$232K	-$36.1K	1	0.09%	Reduced
3835	AAMA Advanced Asset Management Advisors Dublin, Ohio	$231K	-$303K	1	0.06%	Reduced
3836	E3F Eight 31 Financial Midland, Texas	$230K	+$233K	1	0.13%	New
3837	CFP Cypress Financial Planning Haddon Heights, New Jersey	$230K	+$204K	1	0.07%	New
3838	FA Fermata Advisors Sonoma, California	$230K	-$65.8K	1	0.06%	Reduced
3839	EFA Edge Financial Advisors Wheaton, Illinois	$229K	+$203K	1	0.1%	New
3840	OC Opinicus Capital Tampa, Florida	$228K	+$3.53K	1	0.16%	Increased
3841	BSG Black Swift Group Boulder, Colorado	$228K	-$2.37M	1	0.04%	Reduced
3842	AIM Aspen Investment Management Grand Rapids, Michigan	$228K	+$203K	1	0.09%	New
3843	LGW Leslie Global Wealth Itasca, Illinois	$228K	+$202K	1	0.11%	New
3844	MWM Momentous Wealth Management Vancouver, Washington	$228K	-$26.2K	1	0.14%	Reduced
3845	OR Olympiad Research Stamford, Connecticut	$227K	-$140K	1	0.32%	Reduced
3846	TF Tompkins Financial Ithaca, New York	$227K	$0	2	0.02%	Maintained
3847	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$226K	-$29.8K	3	0.39%	Reduced
3848	AP Aspect Partners Fairfax, Virginia	$226K	-$21.2K	4	0.1%	Reduced
3849	LAS Lloyd Advisory Services Suwanee, Georgia	$226K	+$201K	1	0.11%	New
3850	TWA Talisman Wealth Advisors Mountainside, New Jersey	$225K	-$26.5K	1	0.19%	Reduced