← 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	SWMG Strategic Wealth Management Group Fulton, Maryland	$831K	-$1.88K	1	0.63%	Reduced
1077	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$829K	-$63.3K	2	0.04%	Reduced
1078	Two Sigma Securities New York	$828K	-$793K	1	0.01%	Reduced
1079	SPC Financial Inc Rockville, Maryland	$817K	-$43.1K	1	0.16%	Reduced
1080	Tiedemann Advisors New York	$809K	-$2.35M	1	0.04%	Reduced
1081	BCWM Blue Chip Wealth Management Miami Beach, Florida	$807K	+$33.1K	1	0.85%	Increased
1082	Globeflex Capital San Diego, California	$804K	-$26K	1	0.17%	Reduced
1083	Valley National Advisers Bethlehem, Pennsylvania	$803K	+$242K	2	0.22%	Increased
1084	BWM BigSur Wealth Management Miami, Florida	$801K	-$219K	1	0.56%	Reduced
1085	Kingsview Wealth Management Grants Pass, Oregon	$799K	-$257K	1	0.13%	Reduced
1086	Advisornet Financial Minnetonka, Minnesota	$796K	+$465K	2	0.09%	Increased
1087	GTAM Global Trust Asset Management West Palm Beach, Florida	$787K	+$664K	1	0.53%	Increased
1088	RAM Redmond Asset Management Henrico, Virginia	$781K	+$807K	1	0.34%	New
1089	Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$778K	+$334K	2	0.08%	Increased
1090	NWS Newport Wealth Strategies Irvine, California	$778K	-$28.2K	1	0.72%	Reduced
1091	JWS Juncture Wealth Strategies Scottsdale, Arizona	$776K	-$69.9K	1	0.62%	Reduced
1092	WEC Winslow Evans & Crocker Boston, Massachusetts	$774K	-$482K	2	0.22%	Reduced
1093	Blue Edge Capital Richmond, Virginia	$771K	+$228K	1	0.27%	Increased
1094	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$769K	+$736K	1	0.01%	New
1095	IR Invictus RG Hamilton, Bermuda	$769K	+$243K	1	3.63%	Increased
1096	SFSIG San Francisco Sentry Investment Group San Francisco, California	$768K	+$23.9K	2	0.35%	Increased
1097	LB Legacy Bridge West Des Moines, Iowa	$761K	+$101K	1	0.73%	Increased
1098	AIM Arcadia Investment Management Kalamazoo, Michigan	$760K	+$479K	2	0.21%	Increased
1099	Sargent Investment Group Bethesda, Maryland	$759K	$0	1	0.35%	Maintained
1100	180 Wealth Advisors Federal Way, Washington	$758K	-$15.4K	1	0.34%	Reduced