← 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
1501	MCCP Mission Creek Capital Partners San Francisco, California	$270K	+$260K	1	0.12%	New
1502	PTP Platform Technology Partners New York	$269K	+$259K	1	0.2%	New
1503	PA Parkside Advisors Berkeley, California	$268K	$0	1	0.12%	Maintained
1504	AW Alpha Windward Westwood, Massachusetts	$267K	+$155K	1	0.17%	Increased
1505	AIM Aurora Investment Managers Naples, Florida	$267K	+$258K	1	0.26%	New
1506	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$267K	-$42.6K	1	0.11%	Reduced
1507	GJIC Gamble Jones Investment Counsel Pasadena, California	$266K	+$256K	1	0.02%	New
1508	WRM Weybosset Research & Management Province, Rhode Island	$264K	+$255K	1	0.14%	New
1509	TNA True North Advisors Dallas, Texas	$262K	+$253K	1	0.07%	New
1510	WA WBH Advisory Baltimore, Maryland	$262K	$0	1	0.05%	Maintained
1511	Burney Company Reston, Virginia	$260K	+$250K	1	0.01%	New
1512	SBL Sargent Bickham Lagudis Boulder, Colorado	$260K	$0	2	0.03%	Maintained
1513	ISWM Independent Solutions Wealth Management Williamsville, New York	$258K	+$249K	1	0.11%	New
1514	ESB Essex Savings Bank Essex, Connecticut	$258K	-$7.05K	1	0.13%	Reduced
1515	AOWM Alpha Omega Wealth Management Richmond, Virginia	$257K	+$784	1	0.04%	Increased
1516	CFG Cooper Financial Group Irvine, California	$256K	-$29.6K	1	0.1%	Reduced
1517	GFPC Global Financial Private Client Sarasota, Florida	$253K	+$244K	1	0.21%	New
1518	Boston Trust Walden Boston, Massachusetts	$253K	+$244K	1	0%	New
1519	Forvis Mazars Wealth Advisors Springfield, Missouri	$253K	+$244K	1	0.02%	New
1520	LWPC Legacy Wealth Partners (California) Calabasas, California	$253K	+$214K	1	0.18%	New
1521	PWAG Polaris Wealth Advisory Group San Rafael, California	$253K	-$44.7K	1	0.02%	Reduced
1522	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$252K	$0	1	0.24%	Maintained
1523	RT Rockland Trust Hanover, Massachusetts	$252K	+$242K	1	0.02%	New
1524	BDF Balasa Dinverno & Foltz	$250K	+$3.76K	1	0.03%	Increased
1525	PP PagnatoKarp Partners Reston, Virginia	$250K	+$241K	1	0.04%	New