← 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	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$179K	-$12.7K	4	0.08%	Reduced
3952	CCC Chelsea Counsel Company Los Angeles, California	$179K	-$7.6K	2	0.08%	Reduced
3953	CIAS CBIZ Investment Advisory Services Independence, Ohio	$178K	-$3.25K	3	0.01%	Reduced
3954	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$178K	+$7.62K	3	0.1%	Increased
3955	PAG Paladin Advisory Group Clive, Iowa	$176K	-$216K	2	0.14%	Reduced
3956	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$174K	+$24K	2	0.04%	Increased
3957	XC XY Capital Central, Hong Kong	$172K	+$183K	1	0.09%	New
3958	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$171K	+$52.2K	3	0.04%	Increased
3959	Sumitomo Mitsui Financial Group Tokyo, Japan	$168K	+$162K	2	0%	New
3960	SAS Spurstone Advisory Services Higganum, Connecticut	$166K	+$104K	1	2.38%	Increased
3961	SBCM Silverberg Bernstein Capital Management Armonk, New York	$165K	+$145K	1	0.1%	New
3962	CAIM Catherine Avery Investment Management Longboat Key, Florida	$162K	$0	3	0.1%	Maintained
3963	SA Seneschal Advisors Tacoma, Washington	$161K	+$143K	3	0.12%	New
3964	PMFA Plante Moran Financial Advisors Southfield, Michigan	$159K	-$37.5K	3	0.01%	Reduced
3965	Brookfield Corp Toronto, Ontario, Canada	$159K	+$160K	1	0%	New
3966	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$158K	+$37.9K	2	0.07%	Increased
3967	AWM Ameliora Wealth Management Zurich, Switzerland	$154K	-$26.5K	2	0.05%	Reduced
3968	SC Swan Capital Pensacola, Florida	$152K	-$6.4K	4	0.06%	Reduced
3969	EWM Evolution Wealth Management Fort Myers, Florida	$150K	-$6.48K	4	0.15%	Reduced
3970	RFG REAP Financial Group Austin, Texas	$150K	+$6.51K	2	0.03%	Increased
3971	Stonehage Fleming Financial Services St. Helier, Jersey	$147K	-$177K	1	0%	Reduced
3972	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$147K	-$1.01K	3	0.08%	Reduced
3973	CWM Copia Wealth Management Bend, Oregon	$145K	+$13.8K	3	0.11%	Increased
3974	DF DecisionPoint Financial Mesa, Arizona	$144K	-$1.62K	4	0.03%	Reduced
3975	KB Kimelman & Baird New York	$138K	+$48.6K	2	0.01%	Increased