← 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	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$162K	+$148K	3	0.06%	New
3877	BC Barrett & Company Providence, Rhode Island	$161K	+$4.11K	3	0.06%	Increased
3878	RPA Redwood Park Advisors Redwood City, California	$158K	-$7.7K	3	0.11%	Reduced
3879	FFA Frazier Financial Advisors Columbus, Ohio	$155K	+$27.8K	2	0.11%	Increased
3880	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$154K	+$71.4K	3	0.09%	Increased
3881	LIS Legacy Investment Solutions Meridian, Idaho	$154K	+$135K	4	0.08%	New
3882	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$154K	-$37.2K	4	0.08%	Reduced
3883	BMC Bear Mountain Capital Seattle, Washington	$154K	-$7.08K	2	0.06%	Reduced
3884	IAG Innovative Advisory Group Lexington, Massachusetts	$149K	+$12K	2	0.13%	Increased
3885	JWS Juncture Wealth Strategies Scottsdale, Arizona	$145K	+$136K	1	0.05%	New
3886	MWM Mascoma Wealth Management Hanover, New Hampshire	$143K	$0	2	0.03%	Maintained
3887	SC Swan Capital Pensacola, Florida	$142K	+$9.36K	4	0.06%	Increased
3888	EWM Evolution Wealth Management Fort Myers, Florida	$141K	+$128K	4	0.17%	New
3889	CCC Chelsea Counsel Company Los Angeles, California	$140K	-$58.6K	1	0.07%	Reduced
3890	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$140K	$0	2	0.07%	Maintained
3891	Adapt Investment Managers Geneva, Switzerland	$139K	+$119K	1	0%	New
3892	CWP Clark Wealth Partners O'fallon, Illinois	$136K	+$34.9K	3	0.09%	Increased
3893	OAJ Ogorek Anthony Joseph Williamsville, New York	$134K	+$4.09K	3	0.04%	Increased
3894	RFG REAP Financial Group Austin, Texas	$134K	+$20.3K	2	0.03%	Increased
3895	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$130K	-$21.1K	2	0.03%	Reduced
3896	JWM Jupiter Wealth Management Glendale, Colorado	$129K	+$141K	1	0.07%	New
3897	FWM FSA Wealth Management Needham, Massachusetts	$129K	+$2.96K	2	0.05%	Increased
3898	Hennessy Advisors Inc Novato, California	$129K	+$118K	1	0%	New
3899	GBA Garrison Bradford & Associates New York	$127K	$0	2	0.14%	Maintained
3900	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$127K	-$2.94K	3	0.03%	Reduced