← 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
1151	Quadrant Capital Group Cincinnati, Ohio	$535K	+$154K	3	0.09%	Increased
1152	WA WESPAC Advisors Orinda, California	$534K	+$81.8K	1	0.37%	Increased
1153	Aspiriant LLC Los Angeles, California	$532K	+$79K	1	0.04%	Increased
1154	PC Pier Capital Stamford, Connecticut	$528K	-$105K	1	0.08%	Reduced
1155	NIM NuWave Investment Management Parsippany, New Jersey	$521K	+$463K	2	0.61%	Increased
1156	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$516K	+$24.2K	1	0.13%	Increased
1157	RFO RiverGlades Family Offices Naples, Florida	$511K	+$500K	1	0.46%	New
1158	AFM Andesa Financial Management Allentown, Pennsylvania	$510K	+$269K	1	0.25%	Increased
1159	Buckingham Strategic Wealth Clayton, Missouri	$510K	+$27.6K	1	0.06%	Increased
1160	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$506K	-$34.1K	1	0.35%	Reduced
1161	AB Atlas Brown Louisville, Kentucky	$502K	-$96.9K	1	0.36%	Reduced
1162	MIM Moseley Investment Management Bradenton, Florida	$502K	+$491K	1	0.52%	New
1163	Nishkama Capital LLC Dorado, Puerto Rico	$500K	+$446K	1	0.37%	New
1164	Savant Capital Rockford, Illinois	$495K	+$10.8K	1	0.09%	Increased
1165	Mount Yale Investment Advisors Denver, Colorado	$493K	$0	1	0.09%	Maintained
1166	MIM Marco Investment Management Atlanta, Georgia	$490K	+$480K	1	0.09%	New
1167	FUBT First United Bank & Trust Oakland, Maryland	$487K	+$184K	1	0.3%	Increased
1168	SWA Stratos Wealth Advisors Beachwood, Ohio	$485K	+$15.5K	1	0.26%	Increased
1169	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$482K	-$35.3K	1	0.25%	Reduced
1170	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$482K	+$472K	1	0.22%	New
1171	HFM Hartford Financial Management Hartford, Connecticut	$481K	-$5.5K	2	0.16%	Reduced
1172	FFC First Financial Corp Terre Haute, Indiana	$478K	-$28.7K	1	0.36%	Reduced
1173	ACM ADI Capital Management New York	$475K	-$1.86M	1	2.27%	Reduced
1174	PC Permanens Capital New York	$475K	+$465K	1	0.14%	New
1175	CDH Charles D. Hyman	$472K	$0	1	0.05%	Maintained