← 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	TA TFG Advisers Auburn Hills, Michigan	$333K	+$342K	1	0.22%	New
1327	UIA UBP Investment Advisors Geneva, Switzerland	$333K	+$97.3K	1	0.27%	Increased
1328	R.M. Davis Inc Portland, Maine	$330K	+$29.9K	1	0.01%	Increased
1329	Capital Wealth Planning Naples, Florida	$329K	+$5.93K	1	0.02%	Increased
1330	Exencial Wealth Advisors Oklahoma City, Oklahoma	$329K	-$188K	1	0.07%	Reduced
1331	GEA Glen Eagle Advisors Kingston, New Jersey	$328K	-$2.13K	1	0.22%	Reduced
1332	HCM Hengehold Capital Management Cincinnati, Ohio	$327K	$0	1	0.06%	Maintained
1333	MIC Meridian Investment Counsel Lafayette, California	$326K	+$334K	1	0.18%	New
1334	NIM NuWave Investment Management Parsippany, New Jersey	$324K	-$114K	2	0.32%	Reduced
1335	LHC Little House Capital Braintree, Massachusetts	$322K	-$23.9K	1	0.24%	Reduced
1336	HA Harfst & Associates Sheridan, Wyoming	$320K	+$12K	1	0.13%	Increased
1337	RPC Rossmore Private Capital Glastonbury, Connecticut	$319K	$0	1	0.11%	Maintained
1338	Wealthspire Advisors (New York) New York	$317K	+$324K	1	0.03%	New
1339	ECG Edge Capital Group Atlanta, Georgia	$316K	+$122K	1	0.03%	Increased
1340	&Partners Nashville, Tennessee	$315K	-$3.95K	1	0.41%	Reduced
1341	FPFS First Personal Financial Services Charlotte, North Carolina	$314K	-$53K	2	0.1%	Reduced
1342	Donaldson Capital Management Evansville, Indiana	$312K	+$80.2K	1	0.02%	Increased
1343	9WM 9258 Wealth Management Blue Ash, Ohio	$309K	-$203K	1	0.24%	Reduced
1344	Horizon Kinetics Asset Management New York	$307K	-$9.12K	1	0.01%	Reduced
1345	Prospera Financial Services Dallas, Texas	$307K	+$42.2K	1	0.03%	Increased
1346	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$306K	+$314K	1	0.18%	New
1347	LWM Lenox Wealth Management Cincinnati, Ohio	$306K	+$85K	2	0.09%	Increased
1348	MFG Magnus Financial Group New York	$306K	$0	1	0.06%	Maintained
1349	Allworth Financial Folsom, California	$305K	$0	1	0.01%	Maintained
1350	EMG Ellington Management Group Old Greenwich, Connecticut	$305K	-$272K	1	0.06%	Reduced