← 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
1126	RCM Requisite Capital Management Dallas, Texas	$356K	+$355K	1	0.14%	New
1127	REFI Requisite Energy Fund I Dallas, Texas	$356K	+$355K	1	0.14%	New
1128	HCM Highlander Capital Management Short Hills, New Jersey	$355K	+$289K	1	0.23%	Increased
1129	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$351K	+$352K	1	0.18%	New
1130	PB Pinnacle Bancorp Beatrice, Nebraska	$350K	+$351K	3	0.22%	New
1131	WAG Winthrop Advisory Group Boston, Massachusetts	$350K	+$23.5K	1	0.18%	Increased
1132	RegentAtlantic Capital Morristown, New Jersey	$349K	+$61.3K	1	0.03%	Increased
1133	FC Ferris Capital Marlborough, Massachusetts	$346K	-$15.7K	1	0.15%	Reduced
1134	HWA HCR Wealth Advisors Los Angeles, California	$345K	-$13.3K	1	0.11%	Reduced
1135	Crestwood Advisors Group Boston, Massachusetts	$343K	+$34.4K	1	0.03%	Increased
1136	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$342K	$0	1	0.14%	Maintained
1137	AF Affiance Financial St. Louis Park, Minnesota	$339K	$0	1	0.22%	Maintained
1138	Alpha Cubed Investments Irvine, California	$337K	-$6.88K	1	0.05%	Reduced
1139	AHB Abner Herrman & Brock Jersey City, New Jersey	$335K	-$4.95K	1	0.06%	Reduced
1140	Homrich & Berg Atlanta, Georgia	$335K	+$33.8K	1	0.02%	Increased
1141	Horizon Kinetics New York	$334K	-$24.1K	1	0.01%	Reduced
1142	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$333K	+$138K	2	0.06%	Increased
1143	BCM BBT Capital Management Fort Worth, Texas	$329K	-$5.52M	1	0.3%	Reduced
1144	FFG Fortem Financial Group Palm Desert, California	$329K	+$330K	1	0.4%	New
1145	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$327K	+$329K	2	0.07%	New
1146	Merit Financial Group Alpharetta, Georgia	$325K	-$7.01K	1	0.05%	Reduced
1147	QAM Questar Asset Management Minneapolis, Minnesota	$322K	+$324K	1	0.38%	New
1148	MCP Mirador Capital Partners Pleasanton, California	$319K	-$3.55K	1	0.2%	Reduced
1149	PT Plimoth Trust Plymouth, Massachusetts	$319K	+$14.4K	1	0.12%	Increased
1150	CMI Clare Market Investments Dallas, Texas	$318K	+$320K	1	0.41%	New