← 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
1176	MWA Miller Wealth Advisors Ridgeway, Colorado	$6.53M	-$80.3K	1	2.76%	Reduced
1177	GIS Graphene Investments SAS Paris, France	$6.52M	+$1.56M	2	3.8%	Increased
1178	PWG Portside Wealth Group Provo, Utah	$6.5M	-$421K	3	0.76%	Reduced
1179	MWM Marietta Wealth Management Marietta, Georgia	$6.49M	+$1.13M	2	0.67%	Increased
1180	BFF Byrne Financial Freedom Franklin, Massachusetts	$6.48M	+$525K	2	2.53%	Increased
1181	LCAM Long Corridor Asset Management Hong Kong	$6.45M	-$1.49M	1	1.95%	Reduced
1182	Procyon Advisors Shelton, Connecticut	$6.43M	-$718K	4	0.28%	Reduced
1183	LSPW Lake Street Private Wealth Chicago, Illinois	$6.42M	-$226K	1	0.73%	Reduced
1184	IFG Advisory Atlanta, Georgia	$6.41M	+$7.36M	4	0.22%	Increased
1185	RWA River Wealth Advisors Camp Hill, Pennsylvania	$6.39M	-$6.07M	1	0.67%	Reduced
1186	SWA SFMG Wealth Advisors Plano, Texas	$6.38M	-$207K	4	0.38%	Reduced
1187	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$6.37M	+$810K	2	0.17%	Increased
1188	RIA Realta Investment Advisors Wilmington, Delaware	$6.35M	+$993K	2	1.97%	Increased
1189	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$6.35M	-$892K	2	0.32%	Reduced
1190	BP Broadleaf Partners Hudson, Ohio	$6.31M	-$6.62M	1	1.22%	Reduced
1191	Calamos Wealth Management Naperville, Illinois	$6.29M	+$3.99M	3	0.19%	Increased
1192	BWS Buck Wealth Strategies Denver, Colorado	$6.26M	+$7.44M	4	0.66%	New
1193	IB Iyo Bank Matsuyama, Japan	$6.26M	-$79.5K	1	1.9%	Reduced
1194	DJSG D.J. St. Germain Springfield, Massachusetts	$6.26M	-$618K	4	0.23%	Reduced
1195	SAM Secure Asset Management Troy, Michigan	$6.23M	+$2.06M	2	0.87%	Increased
1196	Saba Capital Management New York	$6.23M	+$3.1M	1	0.16%	Increased
1197	BRA Bender Robert & Associates Pasadena, California	$6.23M	+$117K	1	1.29%	Increased
1198	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$6.2M	-$17.9K	2	0.42%	Reduced
1199	SCM Sone Capital Management New York	$6.19M	-$3.44M	1	0.47%	Reduced
1200	Flow Traders U.S. New York	$6.19M	+$5.06M	2	0.25%	Increased