← 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
3876	DCM Disciplina Capital Management Nashville, Tennessee	$50.5K	-$13.5K	2	0.01%	Reduced
3877	MFP Meramec Financial Planners Saint Louis, Missouri	$49.9K	$0	3	0.02%	Maintained
3878	LHEI Leo H. Evart Inc Redwood City, California	$47K	-$7.81K	2	0.04%	Reduced
3879	PP Paladin Partners Hartland, Wisconsin	$47K	-$15.6K	3	0.03%	Reduced
3880	UFPG United Financial Planning Group Hauppauge, New York	$46.8K	-$13K	3	0.02%	Reduced
3881	BC Broadwater Capital Boston, Massachusetts	$46.7K	+$46.5K	1	0.03%	New
3882	LG LAM Group Lake Oswego, Oregon	$46.3K	+$54.2K	1	0.02%	New
3883	AA Addison Advisors Middlebury, Vermont	$45.8K	-$455K	4	0.02%	Reduced
3884	Brookfield Corp Toronto, Ontario, Canada	$45.7K	$0	1	0%	Maintained
3885	PAP Persistent Asset Partners Hong Kong	$45.3K	+$48.3K	3	0.01%	New
3886	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$44.4K	-$495	3	0.01%	Reduced
3887	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$44.3K	-$49.2K	2	0.04%	Reduced
3888	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$43.8K	-$6.05K	3	0.03%	Reduced
3889	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$43.5K	-$66.2K	2	0.13%	Reduced
3890	CRI Commonwealth Retirement Investments Richmond, Virginia	$41.9K	+$47.1K	3	0.01%	New
3891	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$41.5K	-$8.6K	4	0.02%	Reduced
3892	STB S&T Bank Indiana, Pennsylvania	$41.5K	-$14.9K	3	0.01%	Reduced
3893	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$41.5K	-$13.6K	2	0.03%	Reduced
3894	GK Graney & King Latham, New York	$41.2K	+$9.96K	2	0.01%	Increased
3895	RP Raelipskie Partnership Waterloo, Ontario, Canada	$40.4K	+$3.21K	3	0.02%	Increased
3896	BG Bollard Group Boston, Massachusetts	$40K	+$1.23K	2	0%	Increased
3897	PWA Principia Wealth Advisory Dallas, Texas	$39.7K	-$5.89K	6	0.02%	Reduced
3898	AF Align Financial Hermantown, Minnesota	$37.7K	$0	3	0.02%	Maintained
3899	USB Union Savings Bank Litchfield, Connecticut	$37.5K	-$6.16K	3	0.02%	Reduced
3900	TCM Tradewinds Capital Management Bellingham, Washington	$36.8K	-$4.71K	4	0.01%	Reduced