← 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
1201	RWA Ropes Wealth Advisors Boston, Massachusetts	$435K	$0	1	0.12%	Maintained
1202	WAG Winthrop Advisory Group Boston, Massachusetts	$425K	+$15.5K	1	0.19%	Increased
1203	Horizon Investments Charlotte, North Carolina	$424K	+$415K	1	0.02%	New
1204	Homrich & Berg Atlanta, Georgia	$422K	+$34.1K	1	0.02%	Increased
1205	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$419K	+$373K	1	0.22%	New
1206	Merit Financial Group Alpharetta, Georgia	$415K	+$38.3K	1	0.05%	Increased
1207	NSB Norway Savings Bank Portland, Maine	$413K	-$2.33K	1	0.36%	Reduced
1208	PHK Point72 Hong Kong Hong Kong	$413K	+$368K	1	0.16%	New
1209	FPFS First Personal Financial Services Charlotte, North Carolina	$410K	+$30.5K	2	0.13%	Increased
1210	Alpha Cubed Investments Irvine, California	$407K	+$16.7K	1	0.05%	Increased
1211	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$406K	$0	1	0.21%	Maintained
1212	PB Pinnacle Bancorp Beatrice, Nebraska	$404K	-$15.5K	3	0.23%	Reduced
1213	FC Ferris Capital Marlborough, Massachusetts	$399K	-$775	1	0.15%	Reduced
1214	MSR Main Street Research Lakeville, Connecticut	$397K	+$35.8K	1	0.13%	Increased
1215	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$396K	$0	1	0.14%	Maintained
1216	FCA FLC Capital Advisors Palm Desert, California	$395K	+$49K	1	0.18%	Increased
1217	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$392K	+$383K	2	0.33%	New
1218	Plancorp LLC Saint Louis, Missouri	$388K	-$109K	1	0.15%	Reduced
1219	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$385K	+$377K	1	0.34%	New
1220	MFG Magnus Financial Group New York	$385K	-$69.9K	1	0.08%	Reduced
1221	FNT First Nebraska Trust Lincoln, Nebraska	$384K	+$376K	1	0.07%	New
1222	SG StoneX Group New York	$384K	-$34.9K	1	0.29%	Reduced
1223	HT Heritage Trust Oklahoma City, Oklahoma	$383K	+$31K	1	0.09%	Increased
1224	HCM Highlander Capital Management Short Hills, New Jersey	$380K	-$31K	1	0.24%	Reduced
1225	QT Quantamental Technologies White Plains, New York	$380K	+$150K	1	0.17%	Increased