← 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
1251	CP Covenant Partners Nashville, Tennessee	$684K	+$260K	2	0.36%	Increased
1252	Globeflex Capital San Diego, California	$684K	$0	1	0.21%	Maintained
1253	Empirical Finance Havertown, Pennsylvania	$682K	+$317K	1	0.21%	Increased
1254	180 Wealth Advisors Federal Way, Washington	$679K	-$29.3K	1	0.35%	Reduced
1255	Coastline Trust Providence, Rhode Island	$678K	-$90.9K	1	0.12%	Reduced
1256	MIM Moseley Investment Management Bradenton, Florida	$678K	-$23.3K	1	0.8%	Reduced
1257	PM Parametrica Management Wanchai, Hong Kong	$678K	+$841K	2	0.68%	New
1258	Sargent Investment Group Bethesda, Maryland	$677K	$0	1	0.31%	Maintained
1259	FIM Freedom Investment Management Hartford, Connecticut	$675K	-$13K	1	0.06%	Reduced
1260	Buckingham Strategic Wealth Clayton, Missouri	$672K	+$10.8K	1	0.06%	Increased
1261	Beacon Pointe Advisors Newport Beach, California	$668K	+$249K	2	0.11%	Increased
1262	Capital Investment Advisory Services Raleigh, North Carolina	$667K	+$794K	1	0.16%	New
1263	Dakota Wealth Management Palm Beach Gardens, Florida	$667K	+$507K	2	0.15%	Increased
1264	IRAG Investment Research & Advisory Group Atlanta, Georgia	$661K	+$654K	1	0.61%	Increased
1265	FBC Fairfield, Bush & Co Darien, Connecticut	$659K	+$86K	1	0.27%	Increased
1266	FCA FinTrust Capital Advisors Greenville, South Carolina	$657K	-$53.5K	1	0.32%	Reduced
1267	Vanguard Personalized Indexing Management Oakland, California	$657K	+$759K	2	0.38%	New
1268	WEC Winslow Evans & Crocker Boston, Massachusetts	$656K	-$216K	2	0.22%	Reduced
1269	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$654K	+$779K	1	0.55%	New
1270	MUFG Americas New York	$653K	+$673K	2	0.02%	Increased
1271	PAS Partnervest Advisory Services Santa Barbara, California	$653K	+$150K	1	0.29%	Increased
1272	WAS WESPAC Advisors SoCal Pasadena, California	$652K	-$56.1K	1	0.36%	Reduced
1273	BWM Buckley Wealth Management Las Vegas, Nevada	$648K	-$72.9K	1	0.35%	Reduced
1274	KPW Kore Private Wealth New York	$648K	-$19.1K	2	0.15%	Reduced
1275	Sheaff Brock Investment Advisors Indianapolis, Indiana	$648K	+$25.7K	1	0.09%	Increased