← 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
3901	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$211K	+$188K	1	0.05%	New
3902	AWA Archvest Wealth Advisors Concord, California	$211K	+$14.4K	1	0.19%	Increased
3903	ACC Acorn Creek Capital Fort Collins, Colorado	$211K	-$25.5K	1	0.08%	Reduced
3904	SAM Summit Asset Management Memphis, Tennessee	$210K	$0	1	0.03%	Maintained
3905	MA MBA Advisors Hermitage, Pennsylvania	$209K	+$186K	1	0.09%	New
3906	HCM Hall Capital Management Barrington, Rhode Island	$209K	+$186K	1	0.08%	New
3907	MLA MB, Levis & Associates Center Valley, Pennsylvania	$209K	-$8.74K	3	0.09%	Reduced
3908	LIA LifePlan Investment Advisors Raleigh, North Carolina	$209K	+$186K	1	0.09%	New
3909	CW Code Waechter Tampa, Florida	$209K	+$11.1K	1	0.14%	Increased
3910	1IA 1620 Investment Advisors Plymouth, Massachusetts	$208K	+$185K	3	0.14%	Increased
3911	CIA Covington Investment Advisors Ligonier, Pennsylvania	$208K	+$185K	1	0.03%	New
3912	BPW BLVD Private Wealth Prospect, Kentucky	$208K	-$4.67K	1	0.18%	Reduced
3913	QCIG Quad-Cities Investment Group Davenport, Iowa	$208K	+$185K	1	0.09%	New
3914	SICM Sustainable Insight Capital Management New York	$208K	-$869K	1	0.07%	Reduced
3915	KWM KW Wealth Management Sacramento, California	$207K	+$220K	1	0.35%	New
3916	CEI Clark Estates Inc New York	$207K	$0	1	0.05%	Maintained
3917	TA TPG Advisors Northfield, Illinois	$207K	-$75.5K	1	0.14%	Reduced
3918	TCM TD Capital Management Memphis, Tennessee	$207K	-$438K	4	0.02%	Reduced
3919	DWM Denver Wealth Management Denver, Colorado	$206K	+$183K	1	0.08%	New
3920	NCTC New Covenant Trust Company Jeffersonville, Indiana	$206K	+$14.6K	1	0.19%	Increased
3921	CSC Caldwell Sutter Capital Sausalito, California	$205K	-$26.6K	4	0.09%	Reduced
3922	WCM Whitener Capital Management Rocky Mount, North Carolina	$204K	+$182K	1	0.05%	New
3923	WDL Well Done LLC Holland, Michigan	$204K	-$22K	1	0.03%	Reduced
3924	OHWA Oak Hill Wealth Advisors Lansdowne, Virginia	$204K	-$25.2K	1	0.04%	Reduced
3925	NC North Capital Salt Lake City, Utah	$204K	-$787	3	0.16%	Reduced