← 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	VEA Virtus ETF Advisers New York	$236K	+$239K	1	0.11%	Increased
4027	TF Tompkins Financial Ithaca, New York	$236K	-$4.05K	3	0.02%	Reduced
4028	CG Corundum Group Colorado Springs, Colorado	$235K	+$33.8K	1	0.08%	Increased
4029	PAM Palisade Asset Management Minneapolis, Minnesota	$235K	-$35.3K	1	0.02%	Reduced
4030	TWM Tripletail Wealth Management Orlando, Florida	$235K	-$28.7K	3	0.3%	Reduced
4031	CG Clifford Group Wayland, Massachusetts	$234K	-$7.95K	1	0.18%	Reduced
4032	SFG Seamount Financial Group Colorado Springs, Colorado	$234K	$0	1	0.11%	Maintained
4033	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$233K	-$13K	3	0.04%	Reduced
4034	SCM Sollinda Capital Management Miami, Florida	$233K	+$1.99K	1	0.06%	Increased
4035	TCM TD Capital Management Memphis, Tennessee	$233K	+$48.6K	4	0.02%	Increased
4036	LTL Lowery Thomas LLC Pebble Beach, California	$233K	$0	1	0.13%	Maintained
4037	WH Whitcomb & Hess Ashland, Ohio	$233K	$0	1	0.05%	Maintained
4038	PJWM Philip James Wealth Mangement Milton, Georgia	$233K	-$53.5K	1	0.03%	Reduced
4039	PW PUREfi Wealth Boston, Massachusetts	$232K	-$415K	1	0.18%	Reduced
4040	LA Lynch & Associates Newburgh, Indiana	$232K	-$1.81K	1	0.04%	Reduced
4041	KL KilterHowling LLC Boulder, Colorado	$232K	$0	1	0.12%	Maintained
4042	MFG Mosaic Financial Group Chicago, Illinois	$232K	+$236K	1	0.16%	New
4043	GG Gleason Group Prospect, Kentucky	$232K	+$217K	1	0.02%	New
4044	PC PCB Capital East Brunswick, New Jersey	$231K	+$235K	1	0.37%	New
4045	FI Financial Insights Tacoma, Washington	$231K	-$40.8K	1	0.08%	Reduced
4046	GT GreatBanc Trust Lisle, Illinois	$230K	-$6.21K	1	0.16%	Reduced
4047	KV Kickstand Ventures Pittsford, New York	$230K	+$41.7K	1	0.05%	Increased
4048	KAM KEB Asset Management Springfield, Illinois	$230K	-$51.2K	1	0.05%	Reduced
4049	SWM Selby Wealth Management Emeryville, California	$230K	+$257K	1	0.09%	New
4050	GG Greenwood Gearhart Fayetteville, Arkansas	$230K	+$215K	1	0.01%	New