← 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
4101	NC nVerses Capital Wellington, Florida	$216K	+$220K	1	0.48%	New
4102	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$216K	+$202K	1	0.02%	New
4103	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$216K	+$9.78K	1	0.05%	Increased
4104	CA Claris Advisors St. Louis, Missouri	$215K	+$219K	1	0.07%	New
4105	WFA WestHill Financial Advisors San Rafael, California	$215K	-$20.3K	1	0.04%	Reduced
4106	GPW Gentry Private Wealth Wichita, Kansas	$215K	+$202K	1	0.14%	New
4107	PRP Peak Retirement Planning Columbus, Ohio	$215K	+$1.27K	1	0.05%	Increased
4108	FF Foundry Financial Pasadena, California	$215K	+$219K	1	0.11%	New
4109	BCM Bourgeon Capital Management Darien, Connecticut	$214K	-$148K	1	0.03%	Reduced
4110	PAW Plan A Wealth Lincoln, Nebraska	$214K	-$21.7K	1	0.1%	Reduced
4111	TPW Turn8 Private Wealth Pointe Claire,	$214K	$0	1	0.15%	Maintained
4112	PIMG Patriot Investment Management Group Knoxville, Tennessee	$214K	+$1.09K	1	0.01%	Increased
4113	HCA Heck Capital Advisors Rhinelander, Wisconsin	$214K	-$858	1	0.02%	Reduced
4114	HFA High Falls Advisors Rochester, New York	$214K	-$851K	1	0.04%	Reduced
4115	PFM Phillips Financial Management Fort Wayne, Indiana	$214K	-$47.7K	1	0.01%	Reduced
4116	FC FCA Corp Houston, Texas	$213K	+$1.09K	1	0.06%	Increased
4117	CA CV Advisors Aventura, Florida	$213K	$0	1	0.05%	Maintained
4118	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$213K	+$1.27K	1	0.02%	Increased
4119	FF Francis Financial	$213K	-$441K	1	0.04%	Reduced
4120	GIA GHP Investment Advisors Denver, Colorado	$213K	-$70.1K	3	0.01%	Reduced
4121	GIP Greatmark Investment Partners Columbus, Georgia	$212K	+$199K	1	0.03%	New
4122	DF Define Financial San Diego, California	$212K	+$216K	1	0.12%	New
4123	CHC City Holding Co Charleston, West Virginia	$212K	-$15.7K	3	0.03%	Reduced
4124	CFA Cahill Financial Advisors Edina, Minnesota	$211K	-$6K	1	0.02%	Reduced
4125	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$211K	-$103K	1	0.04%	Reduced