← 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
4301	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$37.9K	+$5.58K	3	0.01%	Increased
4302	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$36.6K	+$36K	3	0.04%	New
4303	PMIM Prudent Man Investment Management Louisville, Colorado	$35.2K	+$35.8K	1	0.01%	New
4304	DCM Dorato Capital Management Denver, Colorado	$35K	+$36.3K	1	0.03%	New
4305	CC Copos Capital Luxembourg,	$33.8K	+$34.4K	1	0.02%	New
4306	WBWA William B. Walkup & Associates Columbia, South Carolina	$32.4K	$0	1	0.02%	Maintained
4307	EF Entrust Financial Wayne, Pennsylvania	$31.5K	+$30.3K	2	0.02%	New
4308	CFS Compass Financial Services West Des Moines, Iowa	$30.9K	$0	2	0.01%	Maintained
4309	DWA Delos Wealth Advisors Dallas, Texas	$30.1K	-$22.9K	3	0.02%	Reduced
4310	HHGA Halbert Hargrove Global Advisors Long Beach, California	$28.3K	-$82.5K	3	0%	Reduced
4311	PS PayPay Securities Tokyo, Japan	$28.1K	+$9.47K	3	0.82%	Increased
4312	MASECO Private Wealth London,	$27.6K	-$5.47K	1	0%	Reduced
4313	HIA HFM Investment Advisors Glassboro, New Jersey	$26.8K	+$20.7K	5	0.01%	Increased
4314	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$26.7K	-$34.8K	1	0%	Reduced
4315	BOTPPF Board of the Pension Protection Fund Croydon, United Kingdom	$26.5K	+$24.9K	1	0.03%	New
4316	TC Tacita Capital Toronto, Ontario, Canada	$26.5K	$0	1	0.02%	Maintained
4317	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$26.5K	+$34.2K	4	0.02%	New
4318	CF Collier Financial Denver, Colorado	$25.1K	-$249	1	0.02%	Reduced
4319	PFO Pioneer Family Office North Miami Beach, Florida	$24.9K	+$36K	1	0.02%	New
4320	BA Blueline Advisors Exeter, New Hampshire	$24.5K	+$27.4K	1	0.02%	New
4321	MW Merited Wealth North Bay Village, Florida	$22.7K	+$21.6K	2	0.02%	New
4322	PK Pflug Koory Omaha, Nebraska	$22.5K	$0	1	0.01%	Maintained
4323	TVWM Tower View Wealth Management Shorewood, Wisconsin	$22.2K	$0	2	0.01%	Maintained
4324	WCM Winthrop Capital Management Carmel, Indiana	$22K	$0	1	0.01%	Maintained
4325	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$21.8K	+$2.66K	3	0.02%	Increased