← 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
1326	AIM Axiom Investment Management New York	$255K	+$248K	1	0.05%	New
1327	GPWA Great Point Wealth Advisors Boston, Massachusetts	$255K	+$229K	1	0.22%	New
1328	BO BRR OpCo Columbus, Ohio	$254K	+$249K	1	0.04%	New
1329	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$253K	+$248K	1	0.09%	New
1330	NC NewSquare Capital Newtown Square, Pennsylvania	$252K	+$246K	1	0.05%	New
1331	CPA Clear Perspective Advisors Aurora, Illinois	$250K	+$244K	1	0.18%	New
1332	PRC Pearl River Capital Niles, Michigan	$250K	+$190K	1	0.62%	Increased
1333	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$250K	-$175K	1	0.02%	Reduced
1334	TCI Wealth Advisors Tucson, Arizona	$248K	-$747	2	0.11%	Reduced
1335	FFG Frisch Financial Group Melville, New York	$247K	-$36.6K	1	0.15%	Reduced
1336	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$246K	+$241K	1	0.05%	New
1337	PCAP Pratt Collard Advisory Partners Buffalo, New York	$246K	+$220K	1	0.2%	New
1338	WBC West Branch Capital Amherst, Massachusetts	$246K	+$240K	1	0.22%	New
1339	UCMOK United Capital Management of KS Salina, Kansas	$245K	+$238K	1	0.19%	New
1340	JCM Jacobi Capital Management Pittston, Pennsylvania	$244K	-$3.1K	1	0.06%	Reduced
1341	PFA Pathway Financial Advisors South Burlington, Vermont	$243K	$0	1	0.08%	Maintained
1342	SVWA Sound View Wealth Advisors Savannah, Georgia	$243K	-$17.7K	1	0.08%	Reduced
1343	JA JLB & Associates Plymouth, Michigan	$242K	+$218K	1	0.05%	New
1344	PAM Paradigm Asset Management New York	$240K	+$65.9K	2	0.07%	Increased
1345	SBL Sargent Bickham Lagudis Boulder, Colorado	$240K	+$42.6K	2	0.03%	Increased
1346	Donaldson Capital Management Evansville, Indiana	$239K	-$23.9K	1	0.02%	Reduced
1347	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$239K	+$237K	1	0.03%	New
1348	NME Notis-McConarty Edward	$238K	$0	1	0.11%	Maintained
1349	COI Capital One Investing Mclean, Virginia	$237K	+$211K	1	0.06%	New
1350	JIP Jaffetilchin Investment Partners Tampa, Florida	$237K	+$211K	1	0.05%	New