← 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
4176	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$175K	+$456	3	0.1%	Increased
4177	NWS Nvest Wealth Strategies Powell, Ohio	$171K	+$174K	1	0.13%	New
4178	PMFA Plante Moran Financial Advisors Southfield, Michigan	$170K	+$10K	4	0.01%	Increased
4179	CCC Chelsea Counsel Company Los Angeles, California	$169K	-$6.16K	2	0.07%	Reduced
4180	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$168K	+$98.3K	2	0.02%	Increased
4181	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$168K	+$905	3	0.04%	Increased
4182	ACA Atlas Capital Advisors Jackson, Wyoming	$166K	+$157K	5	0.02%	New
4183	CC Corsicana & Co Corsicana, Texas	$165K	-$45.3K	3	0.09%	Reduced
4184	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$163K	$0	2	0.03%	Maintained
4185	KIG Kessler Investment Group Columbus, Indiana	$162K	+$6.98K	1	0.07%	Increased
4186	BMC Bear Mountain Capital Seattle, Washington	$160K	-$18.7K	2	0.05%	Reduced
4187	DF DecisionPoint Financial Mesa, Arizona	$159K	+$59.7K	4	0.04%	Increased
4188	AWM Ameliora Wealth Management Zurich, Switzerland	$155K	+$19.9K	3	0.05%	Increased
4189	CAIM Catherine Avery Investment Management Longboat Key, Florida	$154K	$0	3	0.09%	Maintained
4190	AFC Ares Financial Consulting Calabasas, California	$152K	+$155K	5	0.14%	New
4191	FFA Frazier Financial Advisors Columbus, Ohio	$151K	$0	2	0.09%	Maintained
4192	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$149K	$0	3	0.08%	Maintained
4193	SA Seneschal Advisors Tacoma, Washington	$149K	-$7.13K	3	0.11%	Reduced
4194	WC Wexford Capital West Palm Beach, Florida	$149K	-$84.5K	1	0.03%	Reduced
4195	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$147K	+$165K	1	0%	New
4196	MWM Mascoma Wealth Management Hanover, New Hampshire	$144K	+$9.07K	3	0.03%	Increased
4197	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$143K	+$146K	2	0.16%	New
4198	GIM Groesbeck Investment Management Paramus, New Jersey	$142K	+$132K	2	0.27%	New
4199	SFS Sunrise Financial Services Burien, Washington	$142K	+$145K	3	0.11%	New
4200	BW Bravera Wealth Bismarck, North Dakota	$141K	+$133K	2	0.07%	New