← 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
1076	AOWM Alpha Omega Wealth Management Richmond, Virginia	$117K	-$33.3K	1	0.06%	Reduced
1077	SIA SeaBridge Investment Advisors Summit, New Jersey	$116K	-$46.3K	1	0.03%	Reduced
1078	IWP Icon Wealth Partners Houston, Texas	$113K	-$39.8K	1	0.06%	Reduced
1079	TPCM Three Peaks Capital Management Castle Rock, Colorado	$113K	+$105K	1	0.02%	New
1080	Brown Brothers Harriman & Co New York	$109K	-$50.1K	1	0%	Reduced
1081	Geneos Wealth Management Englewood, Colorado	$109K	+$28.1K	1	0.01%	Increased
1082	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$107K	$0	1	0.04%	Maintained
1083	OneDigital Investment Advisors Overland Park, Kansas	$103K	-$173K	2	0.02%	Reduced
1084	WDL Well Done LLC Holland, Michigan	$101K	+$97.4K	2	0.03%	New
1085	Farmers & Merchants Investments Inc Lincoln, Nebraska	$100K	$0	2	0.01%	Maintained
1086	LWM Lenox Wealth Management Cincinnati, Ohio	$100K	-$1.74K	2	0.03%	Reduced
1087	RA Rational Advisors Huntington, New York	$100K	+$95.6K	2	0.05%	New
1088	Arax Advisory Partners Denver, Colorado	$99K	-$2.78K	2	0.05%	Reduced
1089	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$98K	$0	1	0%	Maintained
1090	PMFA Plante Moran Financial Advisors Southfield, Michigan	$96K	+$10.3K	2	0.05%	Increased
1091	CFA Carroll Financial Associates Charlotte, North Carolina	$95K	$0	1	0.01%	Maintained
1092	Fuller & Thaler Asset Management San Mateo, California	$93K	+$91.9K	1	0%	New
1093	LWA Lenox Wealth Advisors New York	$91K	-$34.9K	2	0.02%	Reduced
1094	WTB Washington Trust Bank Spokane, Washington	$91K	-$4.71K	1	0.01%	Reduced
1095	FCAG First Capital Advisors Group Little Silver, New Jersey	$86K	+$85.2K	1	0.05%	New
1096	JCM Jacobi Capital Management Pittston, Pennsylvania	$84K	$0	1	0.03%	Maintained
1097	Carson Wealth (CWM LLC) Omaha, Nebraska	$83K	+$4.59K	2	0%	Increased
1098	Destination Wealth Management Walnut Creek, California	$81K	+$80.3K	1	0%	New
1099	PCM Poehling Capital Management Madison, Wisconsin	$81K	+$23K	1	0.07%	Increased
1100	BCM Blume Capital Management Berkeley, California	$79K	$0	1	0.04%	Maintained