← 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
3851	AM Account Management Boxford, Massachusetts	$202K	+$198K	1	0.22%	New
3852	PSF Pacific Sun Financial Los Angeles, California	$202K	-$4.01K	1	0.11%	Reduced
3853	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$202K	+$174K	1	0.03%	New
3854	PA PFW Advisors Atlanta, Georgia	$202K	+$185K	1	0.06%	New
3855	AC Avory & Company Miami, Florida	$201K	-$3.74K	1	0.12%	Reduced
3856	MCM Marathon Capital Management Hunt Valley, Maryland	$200K	+$184K	1	0.05%	New
3857	RYIA Roehl & Yi Investment Advisors Eugene, Oregon	$200K	+$184K	1	0.1%	New
3858	PAM PVG Asset Management Golden, Colorado	$200K	+$184K	1	0.68%	New
3859	MWS MFA Wealth Services Thousand Oaks, California	$200K	+$196K	1	0.15%	New
3860	Mill Creek Capital Advisors Conshohocken, Pennsylvania	$200K	+$172K	1	0%	New
3861	VCP Vista Capital Partners Portland, Oregon	$200K	-$9.36K	1	0.02%	Reduced
3862	AP Aspect Partners Fairfax, Virginia	$199K	+$14K	4	0.1%	Increased
3863	PCTC Perkins Coie Trust Company Seattle, Washington	$194K	-$1.78K	2	0.03%	Reduced
3864	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$191K	-$53.5K	4	0.04%	Reduced
3865	PMFA Plante Moran Financial Advisors Southfield, Michigan	$186K	-$269K	4	0.01%	Reduced
3866	TWD True Wealth Design Akron, Ohio	$185K	-$14.5K	5	0.07%	Reduced
3867	MEAC M.E. Allison & Co San Antonio, Texas	$181K	-$9.42K	1	0.15%	Reduced
3868	SO Sierra Ocean Ripon, California	$181K	-$7.78K	3	0.13%	Reduced
3869	FPB First PREMIER Bank Sioux Falls, South Dakota	$177K	+$22.7K	3	0.04%	Increased
3870	PCM Polymer Capital Management New York	$177K	-$834K	1	0.02%	Reduced
3871	L1 Capital Melbourne VIC 3000, Australia	$177K	+$173K	1	0.01%	New
3872	VWM Vermillion Wealth Management Rosemount, Minnesota	$176K	-$7.27K	4	0.08%	Reduced
3873	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$174K	+$12.8K	1	0.78%	Increased
3874	CIAS CBIZ Investment Advisory Services Independence, Ohio	$165K	+$52.4K	3	0.01%	Increased
3875	SCM Stonehearth Capital Management Danvers, Massachusetts	$164K	$0	1	0.07%	Maintained