← 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
4051	WB West Bancorporation West Des Moines, Iowa	$229K	-$18K	1	0.12%	Reduced
4052	CCM Cloud Capital Management Seattle, Washington	$229K	+$77.3K	1	0.11%	Increased
4053	TPWM Twelve Points Wealth Management Concord, Massachusetts	$229K	+$234K	1	0.05%	New
4054	GL Gerber LLC Columbus, Ohio	$228K	$0	1	0.13%	Maintained
4055	CFP Cypress Financial Planning Haddon Heights, New Jersey	$228K	$0	1	0.06%	Maintained
4056	MPCL My Personal CFO LLC Vancouver, Washington	$228K	+$214K	1	0.1%	New
4057	MWP Meridian Wealth Partners Exton, Pennsylvania	$228K	-$21.9K	1	0.03%	Reduced
4058	BAS Breakthru Advisory Services Muskego, Wisconsin	$227K	+$13.6K	1	0.15%	Increased
4059	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$227K	+$6.19K	5	0.02%	Increased
4060	ITG Index Technologies Group New York	$227K	+$231K	1	0.24%	New
4061	MAM McLean Asset Management Tysons, Virginia	$227K	-$13.2K	1	0.04%	Reduced
4062	LGA Lebenthal Global Advisors Hauppauge, New York	$226K	-$1.45M	1	0.03%	Reduced
4063	TAM Townsend Asset Management Raleigh, North Carolina	$226K	$0	1	0.08%	Maintained
4064	AZ Alpha Zero Boca Raton, Florida	$226K	+$212K	1	0.12%	New
4065	DWM Denver Wealth Management Denver, Colorado	$225K	+$25K	1	0.08%	Increased
4066	CWM Cedar Wealth Management Walnut Creek, California	$225K	-$16.7K	3	0.07%	Reduced
4067	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$225K	+$229K	1	0.25%	New
4068	USB Union Savings Bank Litchfield, Connecticut	$225K	+$243K	2	0.1%	New
4069	WDL Well Done LLC Holland, Michigan	$224K	+$25.7K	1	0.03%	Increased
4070	FAM Flaharty Asset Management Clearwater, Florida	$224K	-$86.7K	1	0.03%	Reduced
4071	IIA Integrity Investment Advisors Fort Collins, Colorado	$224K	+$14.5K	1	0.12%	Increased
4072	PFA Pathway Financial Advisors South Burlington, Vermont	$224K	$0	1	0.03%	Maintained
4073	NWM Nolet Wealth Management Fort Worth, Texas	$224K	+$210K	1	0.12%	New
4074	WA WealthTrust Axiom Wayne, Pennsylvania	$224K	$0	1	0.06%	Maintained
4075	DW Dodds Wealth Greenwood Village, Colorado	$224K	-$7.06K	1	0.05%	Reduced