← 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
1351	JWM Jupiter Wealth Management Glendale, Colorado	$237K	+$220K	1	0.11%	New
1352	LWM Lenox Wealth Management Cincinnati, Ohio	$237K	-$1.86K	2	0.07%	Reduced
1353	PEA Pacific Edge Advisors Corona Del Mar, California	$237K	-$16.3K	1	0.14%	Reduced
1354	PI Parkside Investments Deerfield, Illinois	$237K	-$77.5K	1	0.06%	Reduced
1355	AIM Arcadia Investment Management Kalamazoo, Michigan	$236K	+$196K	2	0.07%	Increased
1356	XS XR Securities Chicago, Illinois	$236K	+$231K	1	0.03%	New
1357	Geneos Wealth Management Englewood, Colorado	$231K	-$3.41K	3	0.02%	Reduced
1358	MHS M Holdings Securities Portland, Oregon	$231K	+$226K	1	0.05%	New
1359	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$230K	$0	1	0.04%	Maintained
1360	PT Plimoth Trust Plymouth, Massachusetts	$230K	-$136K	1	0.08%	Reduced
1361	YIA YHB Investment Advisors West Hartford, Connecticut	$230K	+$225K	1	0.04%	New
1362	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$229K	+$224K	1	0.1%	New
1363	SFSG Stearns Financial Services Group Greensboro, North Carolina	$229K	+$224K	1	0.04%	New
1364	WA WBH Advisory Baltimore, Maryland	$229K	+$204K	1	0.05%	New
1365	AHB Abner Herrman & Brock Jersey City, New Jersey	$228K	-$157K	1	0.04%	Reduced
1366	FHC First Heartland Consultants Lake St. Louis, Missouri	$228K	-$55.8K	1	0.06%	Reduced
1367	CA Capital Advantage Walnut Creek, California	$227K	+$222K	1	0.08%	New
1368	Forvis Mazars Wealth Advisors Springfield, Missouri	$222K	+$217K	1	0.02%	New
1369	UIA UBP Investment Advisors Geneva, Switzerland	$222K	+$217K	1	0.21%	New
1370	VWA V Wealth Advisors Overland Park, Kansas	$222K	+$214K	1	0.09%	New
1371	9WM 9258 Wealth Management Blue Ash, Ohio	$219K	+$214K	1	0.19%	New
1372	VI Versor Investments New York	$218K	-$135K	1	0.02%	Reduced
1373	HIC Holderness Investments Company Greensboro, North Carolina	$216K	+$212K	1	0.1%	New
1374	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$215K	+$179K	3	0.11%	Increased
1375	SG Somerset Group Wayzata, Minnesota	$215K	+$211K	1	0.18%	New