← 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
4026	BGAI Bruce G. Allen Investments Denver, Colorado	$71.7K	-$14.9K	2	0.05%	Reduced
4027	VWM Vermillion Wealth Management Rosemount, Minnesota	$71.7K	-$99.3K	4	0.02%	Reduced
4028	BAM Bellevue Asset Management Bellevue, Washington	$69.3K	+$38.1K	3	0.03%	Increased
4029	CAC Core Alternative Capital Peachtree Corners, Georgia	$68K	-$13.7K	3	0.02%	Reduced
4030	NCM Northwest Capital Management Lake Oswego, Oregon	$67.4K	-$30.8K	2	0.07%	Reduced
4031	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$65.1K	-$237K	1	0%	Reduced
4032	PCFFS Pacific Center for Financial Services San Ramon, California	$64.2K	-$7.15K	3	0.02%	Reduced
4033	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$62.2K	-$19.6K	1	0.01%	Reduced
4034	PC Promus Capital Chicago, Illinois	$61.8K	$0	2	0.04%	Maintained
4035	IWM Inlight Wealth Management Atlanta, Georgia	$61.7K	-$8.29K	3	0.03%	Reduced
4036	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$61.6K	+$64.5K	2	0.02%	New
4037	KPP Kings Path Partners Sugar Land, Texas	$61.6K	+$17.5K	3	0.02%	Increased
4038	BFS Bare Financial Services Gap, Pennsylvania	$61.5K	+$17.6K	6	0.02%	Increased
4039	JFG JDM Financial Group Austin, Texas	$61.3K	+$12.6K	1	0.03%	Increased
4040	PCM Perritt Capital Management Chicago, Illinois	$60.1K	$0	2	0.03%	Maintained
4041	WAG Wiser Advisor Group Phoenix, Arizona	$58.7K	+$55.5K	2	0.07%	New
4042	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$56.3K	-$169K	2	0.06%	Reduced
4043	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$55.6K	$0	2	0.03%	Maintained
4044	FFP Frisco Financial Planning Frisco, Texas	$55.3K	+$49.1K	1	0.05%	New
4045	CI CAZ Investments Houston, Texas	$54.7K	$0	1	0.1%	Maintained
4046	CFS CGC Financial Services Lake Oswego, Oregon	$54.7K	$0	2	0.02%	Maintained
4047	DWA Delos Wealth Advisors Dallas, Texas	$53.5K	+$2.79K	4	0.04%	Increased
4048	Clal Insurance Tel-Aviv, Israel	$53K	-$252	2	0%	Reduced
4049	MAS MPWM Advisory Solutions Alpharetta, Georgia	$52.5K	+$7.62K	3	0.03%	Increased
4050	RF Robinswood Financial Kirkland, Washington	$51.8K	$0	3	0.02%	Maintained