← 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	CA CV Advisors Aventura, Florida	$219K	+$194K	1	0.06%	New
3877	MSA McAlister Sweet & Associates Houston, Texas	$219K	-$1.14M	1	0.14%	Reduced
3878	OPOWM One Plus One Wealth Management Jupiter, Florida	$219K	+$194K	1	0.11%	New
3879	PIMG Patriot Investment Management Group Knoxville, Tennessee	$219K	-$84.6K	1	0.01%	Reduced
3880	KCM Kanawha Capital Management Richmond, Virginia	$219K	+$194K	1	0.02%	New
3881	MAG Mokosak Advisory Group Urbandale, Iowa	$218K	+$194K	1	0.06%	New
3882	WCM WealthBridge Capital Management Westerville, Ohio	$218K	+$2.8K	1	0.05%	Increased
3883	FC FCA Corp Houston, Texas	$218K	+$194K	1	0.06%	New
3884	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$218K	+$201K	1	0.21%	New
3885	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$217K	-$9.7K	1	0.02%	Reduced
3886	CCA Carrera Capital Advisors Troy, Michigan	$217K	-$319K	1	0.04%	Reduced
3887	CG Clifford Group Wayland, Massachusetts	$217K	-$70.4K	1	0.17%	Reduced
3888	First National Bank of Omaha Omaha, Nebraska	$215K	$0	1	0.01%	Maintained
3889	IIA Integrity Investment Advisors Fort Collins, Colorado	$215K	+$191K	1	0.14%	New
3890	BW Blalock Williams Alexander City, Alabama	$215K	-$27.9K	1	0.19%	Reduced
3891	F8IS Figure 8 Investment Strategies Boise, Idaho	$214K	-$10.1K	1	0.19%	Reduced
3892	EC EntryPoint Capital New York	$214K	-$48.5K	1	0.08%	Reduced
3893	CPG Cornerstone Planning Group Fairfield, New Jersey	$214K	-$95.7K	4	0.03%	Reduced
3894	CHC City Holding Co Charleston, West Virginia	$214K	+$11.1K	3	0.03%	Increased
3895	WCG Weaver Consulting Group Huntington Beach, California	$213K	+$190K	1	0.05%	New
3896	MRI Mad River Investors Boston, Massachusetts	$213K	+$227K	1	0.09%	New
3897	ERWM Elk River Wealth Management Denver, Colorado	$213K	$0	1	0.03%	Maintained
3898	AWC Abundance Wealth Counselors State College, Pennsylvania	$213K	$0	1	0.04%	Maintained
3899	CC Corsicana & Co Corsicana, Texas	$212K	+$194K	3	0.12%	New
3900	GT GreatBanc Trust Lisle, Illinois	$212K	+$226K	1	0.15%	New