← 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
3951	SAS Spurstone Advisory Services Higganum, Connecticut	$75.2K	+$71.2K	2	1.14%	New
3952	MS Marshall & Sullivan Seattle, Washington	$75K	+$73.5K	1	0.04%	New
3953	CMP Coston McIsaac & Partners Bar Harbor, Maine	$72K	+$1.05K	4	0.02%	Increased
3954	PC Promus Capital Chicago, Illinois	$69.7K	$0	2	0.05%	Maintained
3955	IWP IAG Wealth Partners Waukesha, Wisconsin	$67.6K	-$5.35K	3	0.01%	Reduced
3956	TCM Tradewinds Capital Management Bellingham, Washington	$64.1K	+$16.4K	3	0.02%	Increased
3957	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$63K	+$40.3K	1	0.01%	Increased
3958	CFS CGC Financial Services Lake Oswego, Oregon	$62.2K	$0	2	0.02%	Maintained
3959	Clal Insurance Tel-Aviv, Israel	$60K	+$15.8K	2	0%	Increased
3960	IWM Inlight Wealth Management Atlanta, Georgia	$59.3K	$0	4	0.03%	Maintained
3961	TC Trust Company Manhattan, Kansas	$59K	-$16K	3	0.01%	Reduced
3962	SRCM Signature Resources Capital Management Newport Beach, California	$56.9K	+$21.7K	3	0.03%	Increased
3963	RF Robinswood Financial Kirkland, Washington	$56.6K	$0	3	0.02%	Maintained
3964	WCM WealthTrak Capital Management Virginia Beach, Virginia	$53K	+$15.4K	4	0.04%	Increased
3965	GK Graney & King Latham, New York	$52.4K	$0	2	0.04%	Maintained
3966	CW Curio Wealth Annapolis, Maryland	$52K	+$44.3K	3	0.02%	Increased
3967	BTC Bank & Trust Company Litchfield, Illinois	$51.8K	$0	1	0.04%	Maintained
3968	CAWM Capital A Wealth Management New Castle, Pennsylvania	$50.8K	-$456K	4	0.57%	Reduced
3969	TC Tacita Capital Toronto, Ontario, Canada	$48.9K	$0	2	0.03%	Maintained
3970	VWA Valued Wealth Advisors Holladay, Utah	$48.8K	-$1.48K	3	0.03%	Reduced
3971	KPP Kings Path Partners Sugar Land, Texas	$48K	$0	1	0.02%	Maintained
3972	FFWM Future Financial Wealth Management Cincinnati, Ohio	$47.1K	$0	2	0.03%	Maintained
3973	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$46.4K	$0	3	0.01%	Maintained
3974	PCM Perritt Capital Management Chicago, Illinois	$46.2K	+$22.1K	2	0.02%	Increased
3975	BFP Briaud Financial Planning College Station, Texas	$45K	+$36.8K	3	0.02%	Increased