← 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
1001	LWA Lenox Wealth Advisors New York	$104K	+$101K	2	0.03%	New
1002	EA Edge Advisors Atlanta, Georgia	$103K	+$3.06K	2	0.01%	Increased
1003	DCM Delpha Capital Management New York	$102K	+$100K	2	0.11%	New
1004	Arax Advisory Partners Denver, Colorado	$100K	+$16.1K	2	0.04%	Increased
1005	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$99K	-$7.66K	2	0.04%	Reduced
1006	PCG Private Capital Group West Hartford, Connecticut	$98K	+$70K	3	0.02%	New
1007	Farmers & Merchants Investments Inc Lincoln, Nebraska	$90K	+$8.52K	2	0.01%	Increased
1008	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$86K	$0	1	0%	Maintained
1009	First Horizon Advisors Memphis, Tennessee	$86K	$0	1	0.01%	Maintained
1010	LWM Lenox Wealth Management Cincinnati, Ohio	$86K	-$12.8K	2	0.03%	Reduced
1011	CFA Carroll Financial Associates Charlotte, North Carolina	$84K	$0	1	0.01%	Maintained
1012	WTB Washington Trust Bank Spokane, Washington	$84K	$0	1	0.01%	Maintained
1013	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$82K	+$78.4K	3	0.07%	New
1014	JCM Jacobi Capital Management Pittston, Pennsylvania	$79K	+$37.7K	1	0.03%	Increased
1015	PMFA Plante Moran Financial Advisors Southfield, Michigan	$73K	-$1.49K	2	0.04%	Reduced
1016	AssetMark Inc Concord, California	$72K	-$3.24K	2	0%	Reduced
1017	BCM Blume Capital Management Berkeley, California	$70K	$0	1	0.04%	Maintained
1018	Geneos Wealth Management Englewood, Colorado	$70K	$0	1	0.01%	Maintained
1019	Carson Wealth (CWM LLC) Omaha, Nebraska	$69K	+$5.36K	2	0%	Increased
1020	KA Kaizen Advisory Wheaton, Illinois	$67K	+$67K	1	0.04%	New
1021	FIB First Interstate Bank Billings, Montana	$66K	$0	1	0.01%	Maintained
1022	Harvest Fund Management Beijing, China	$65K	$0	1	0.01%	Maintained
1023	Balentine LLC Atlanta, Georgia	$61K	-$497	2	0%	Reduced
1024	AIL AGF Investments LLC Toronto, Ontario, Canada	$59K	-$44.6K	2	0.01%	Reduced
1025	GEA Glen Eagle Advisors Kingston, New Jersey	$57.2K	+$6.93K	1	0.05%	Increased