← 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	EW Evoke Wealth Los Angeles, California	$761K	-$1.72M	2	0.11%	Reduced
1227	SVCP Silicon Valley Capital Partners San Jose, California	$761K	+$537K	1	0.3%	Increased
1228	SWMG Strategic Wealth Management Group Fulton, Maryland	$761K	-$7.2K	1	0.57%	Reduced
1229	BWM BigSur Wealth Management Miami, Florida	$749K	$0	1	0.56%	Maintained
1230	MA Mutual Advisors Omaha, Nebraska	$748K	+$181K	2	0.1%	Increased
1231	ACWM Adams Chetwood Wealth Management Durham, North Carolina	$745K	$0	1	0.87%	Maintained
1232	HCM Highlander Capital Management Short Hills, New Jersey	$745K	$0	1	0.54%	Maintained
1233	CMI Clare Market Investments Dallas, Texas	$745K	-$86.1K	2	0.63%	Reduced
1234	LC Lindbrook Capital Calabasas, California	$729K	-$15.1K	3	0.28%	Reduced
1235	SFSIG San Francisco Sentry Investment Group San Francisco, California	$725K	-$315	2	0.46%	Reduced
1236	FHA Flagship Harbor Advisors Boston, Massachusetts	$715K	-$528K	2	0.14%	Reduced
1237	CCM Compton Capital Management Providence, Rhode Island	$714K	+$17.1K	1	0.35%	Increased
1238	FUBT First United Bank & Trust Oakland, Maryland	$712K	+$203K	1	0.51%	Increased
1239	PT Plimoth Trust Plymouth, Massachusetts	$711K	+$101K	1	0.3%	Increased
1240	AAM Ascension Asset Management New York	$708K	+$844K	1	0.74%	New
1241	CCA Column Capital Advisors Indianapolis, Indiana	$707K	-$335K	2	0.29%	Reduced
1242	FCA FLC Capital Advisors Palm Desert, California	$699K	+$274K	1	0.32%	Increased
1243	EWM EPG Wealth Management Atlanta, Georgia	$697K	-$10.4K	2	0.51%	Reduced
1244	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$693K	+$825K	1	0.47%	New
1245	CFA Cahill Financial Advisors Edina, Minnesota	$692K	$0	2	0.32%	Maintained
1246	CWA Asset Management Group Naples, Florida	$691K	+$823K	1	0.13%	New
1247	M&G Investment Management London, United Kingdom	$691K	-$114K	2	0.01%	Reduced
1248	AC Abbrea Capital Greenbrae, California	$689K	+$26.9K	2	0.18%	Increased
1249	BRWM B. Riley Wealth Management Memphis, Tennessee	$689K	-$1.1M	1	0.07%	Reduced
1250	PPW Parcion Private Wealth Bellevue, Washington	$685K	+$11.5K	1	0.19%	Increased