← 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
1226	SWA Sutton Wealth Advisors Tampa, Florida	$374K	+$4.88K	2	0.22%	Increased
1227	MCP Mirador Capital Partners Pleasanton, California	$369K	-$65.1K	1	0.2%	Reduced
1228	GC Grace Capital Quincy, Massachusetts	$368K	+$360K	1	0.14%	New
1229	LHC Little House Capital Braintree, Massachusetts	$367K	+$103K	1	0.28%	Increased
1230	QCIG Quad-Cities Investment Group Davenport, Iowa	$366K	$0	1	0.33%	Maintained
1231	PCP Proficio Capital Partners Newton, Massachusetts	$365K	+$126K	3	0.13%	Increased
1232	RC Roundview Capital Princeton, New Jersey	$365K	+$357K	1	0.09%	New
1233	MA Mutual Advisors Omaha, Nebraska	$363K	+$10.4K	1	0.05%	Increased
1234	AFNAS American Financial Network Advisory Services Calabasas, California	$360K	-$467K	1	0.27%	Reduced
1235	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$360K	+$15.5K	1	0.06%	Increased
1236	HPWM Highland Private Wealth Management Bellevue, Washington	$359K	+$22K	1	0.11%	Increased
1237	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$359K	$0	1	0.04%	Maintained
1238	CQS Credential Qtrade Securities Vancouver,	$359K	-$32.8K	1	0.07%	Reduced
1239	Allworth Financial Folsom, California	$358K	+$4.62K	2	0.02%	Increased
1240	DF Dent & Co Baltimore, Maryland	$356K	$0	1	0.01%	Maintained
1241	GSWM Golden State Wealth Management Santa Ana, California	$356K	+$349K	1	0.12%	New
1242	GEA Glen Eagle Advisors Kingston, New Jersey	$352K	+$3.88K	1	0.26%	Increased
1243	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$352K	-$24.5K	1	0.07%	Reduced
1244	Brown Brothers Harriman & Co New York	$351K	+$137K	2	0%	Increased
1245	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$350K	+$342K	1	0.34%	New
1246	WCM Whitener Capital Management Rocky Mount, North Carolina	$350K	+$15.5K	1	0.23%	Increased
1247	AF Advisornet Financial Minnetonka, Minnesota	$349K	+$210K	2	0.04%	Increased
1248	GLI Guardian Life Insurance New York	$349K	+$9.77K	1	0.04%	Increased
1249	HCM Hengehold Capital Management Cincinnati, Ohio	$348K	-$9.3K	1	0.08%	Reduced
1250	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$348K	+$31K	1	0.46%	Increased