← 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
3976	YIM Yoffe Investment Management Lemoyne, Pennsylvania	$248K	$0	1	0.32%	Maintained
3977	COFSG Carbahal Olsen Financial Services Group Davis, California	$246K	+$994	1	0.19%	Increased
3978	IRP Investment Research Partners Lemont, Pennsylvania	$246K	-$3.08K	1	0.11%	Reduced
3979	Clifford Swan Investment Counsel Pasadena, California	$246K	-$25.8K	1	0.01%	Reduced
3980	MBI May Barnhard Investments Bethesda, Maryland	$246K	$0	1	0.12%	Maintained
3981	GCA Genesee Capital Advisors Auburn, New York	$246K	-$35.5K	1	0.1%	Reduced
3982	NCTC New Covenant Trust Company Jeffersonville, Indiana	$246K	+$24.6K	1	0.22%	Increased
3983	CPP Capasso Planning Partners Charleston, South Carolina	$245K	+$250K	1	0.13%	New
3984	FNWA Financial Network Wealth Advisors Murray, Utah	$245K	+$69.3K	3	0.26%	Increased
3985	AAMC Asset Allocation & Management Company Chicago, Illinois	$245K	$0	1	0.1%	Maintained
3986	KWA Kellett Wealth Advisors Cincinnati, Ohio	$245K	+$249K	1	0.14%	New
3987	EPG Estate Planners Group Yardley, Pennsylvania	$244K	+$248K	2	0.11%	New
3988	EFMC Empire Financial Management Company New York	$244K	-$36.2K	1	0.05%	Reduced
3989	CA Cannon Advisors Charlotte, North Carolina	$243K	-$994	1	0.17%	Reduced
3990	Delta Asset Management Memphis, Tennessee	$243K	-$119K	3	0.02%	Reduced
3991	Clark Asset Management Stratham, New Hampshire	$243K	+$228K	1	0.03%	New
3992	PGF Plan Group Financial Oklahoma City, Oklahoma	$243K	-$42.4K	1	0.06%	Reduced
3993	AWM Alterna Wealth Management Houston, Texas	$242K	+$227K	1	0.2%	New
3994	Spinnaker Investment Group Newport Beach, California	$242K	-$7.38K	1	0.04%	Reduced
3995	Donaldson Capital Management Evansville, Indiana	$242K	-$27.3K	1	0.01%	Reduced
3996	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$242K	-$187K	1	0.07%	Reduced
3997	HA Heffernan Advisory Flagstaff, Arizona	$242K	+$246K	1	0.23%	New
3998	LODC Lanham O'Dell & Company Hurricane, West Virginia	$242K	-$19K	1	0.07%	Reduced
3999	MF Montis Financial Waltham, Massachusetts	$242K	-$196K	1	0.05%	Reduced
4000	Morton Capital Management Calabasas, California	$242K	-$724	1	0.04%	Reduced