← 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
3926	ACM Argyle Capital Management Center Valley, Pennsylvania	$267K	-$54.3K	1	0.09%	Reduced
3927	FWM Forefront Wealth Management Malvern, Pennsylvania	$266K	-$194K	1	0.19%	Reduced
3928	Rockport Wealth Fairview Park, Ohio	$266K	+$48K	1	0.05%	Increased
3929	Foster & Motley Cincinnati, Ohio	$265K	+$22.6K	1	0.01%	Increased
3930	Roble Belko & Company Sewickley, Pennsylvania	$265K	-$3.74K	3	0.03%	Reduced
3931	OWA Opal Wealth Advisors Jericho, New York	$265K	+$18.6K	1	0.07%	Increased
3932	Deeter Investments Austin, Texas	$265K	+$249K	1	0.06%	New
3933	SAM Stembrook Asset Management Red Bank, New Jersey	$265K	+$249K	1	0.25%	New
3934	WTG West Tower Group Richmond, Virginia	$265K	+$249K	1	0.6%	New
3935	GW Graetz Wealth Jenison, Michigan	$264K	+$269K	1	0.24%	New
3936	RCI RS Crum Inc Newport Beach, California	$264K	-$13.6K	1	0.05%	Reduced
3937	Barings Charlotte, North Carolina	$263K	-$736K	1	0%	Reduced
3938	AIM Alhambra Investment Management Palmetto Bay, Florida	$263K	-$9.44K	1	0.12%	Reduced
3939	TC T3 Companies New York	$262K	+$249K	1	0.33%	New
3940	PD Planning Directions Glen Mills, Pennsylvania	$262K	-$104K	1	0.13%	Reduced
3941	HP Hilltop Partners Mishawaka, Indiana	$261K	-$119K	1	0.07%	Reduced
3942	BOC Bull Oak Capital San Diego, California	$261K	-$54.2K	1	0.11%	Reduced
3943	AP Aspect Partners Fairfax, Virginia	$260K	+$42.2K	4	0.11%	Increased
3944	CWP Clark Wealth Partners O'fallon, Illinois	$260K	-$72.7K	3	0.16%	Reduced
3945	RFA Reyes Financial Architecture San Diego, California	$260K	-$33.2K	3	0.16%	Reduced
3946	Northside Capital Management Hood River, Oregon	$259K	$0	1	0.02%	Maintained
3947	RA Riverstone Advisors New Braunfels, Texas	$259K	-$166K	1	0.12%	Reduced
3948	AAMA Advanced Asset Management Advisors Dublin, Ohio	$258K	$0	1	0.07%	Maintained
3949	CHA Cooper/Haims Advisors Victor, New York	$258K	$0	1	0.12%	Maintained
3950	SSI Investment Management Los Angeles, California	$258K	-$210K	1	0.02%	Reduced