← 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
1526	CSA Cornerstone Select Advisors St. Louis, Missouri	$3.74M	+$965K	2	1.57%	Increased
1527	LDB Lee, Danner & Bass Nashville, Tennessee	$3.74M	-$54.5K	1	0.22%	Reduced
1528	NAS NWF Advisory Services Los Angeles, California	$3.73M	-$1.71K	2	0.35%	Reduced
1529	MWM Marion Wealth Management Monroeville, Pennsylvania	$3.73M	+$666K	2	0.76%	Increased
1530	MMM Mendel Money Management Northbrook, Illinois	$3.72M	+$1.37M	1	1.36%	Increased
1531	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$3.72M	-$70.7K	2	0.37%	Reduced
1532	GC Globeflex Capital San Diego, California	$3.72M	-$1.48M	2	0.48%	Reduced
1533	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$3.71M	+$3.7M	1	0.76%	New
1534	FG Fiduciary Group Savannah, Georgia	$3.71M	+$196K	3	0.29%	Increased
1535	GAB German American Bancorp Jasper, Indiana	$3.7M	+$2.84M	1	0.28%	Increased
1536	SWM SeaCrest Wealth Management Purchase, New York	$3.69M	-$2.47M	3	0.41%	Reduced
1537	MM Morangie Management Vero Beach, Florida	$3.68M	-$341K	3	3.06%	Reduced
1538	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$3.67M	+$73.7K	2	1.23%	Increased
1539	GAA Global Assets Advisory Orlando, Florida	$3.67M	+$751K	3	0.8%	Increased
1540	GMA Glassy Mountain Advisors Bethesda, Maryland	$3.66M	+$1.06M	1	1%	Increased
1541	EW Elyxium Wealth San Mateo, California	$3.66M	+$2.51M	3	0.38%	Increased
1542	SIC Sigma Investment Counselors Northville, Michigan	$3.66M	-$86.9K	2	0.18%	Reduced
1543	MFG Magnus Financial Group New York	$3.66M	+$156K	2	0.26%	Increased
1544	C Certuity North Palm Beach, Florida	$3.65M	-$265K	4	0.18%	Reduced
1545	Blackstone Inc New York	$3.65M	-$865K	4	0.01%	Reduced
1546	COI Connable Office Inc Kalamazoo, Michigan	$3.65M	+$16.6K	3	0.32%	Increased
1547	VCA Verdence Capital Advisors Hunt Valley, Maryland	$3.65M	-$1.17M	3	0.19%	Reduced
1548	SRS Strong Retirement Solutions Silverdale, Washington	$3.65M	+$674K	1	2.19%	Increased
1549	AV Aspiring Ventures Cincinnati, Ohio	$3.65M	+$2.03M	1	0.89%	Increased
1550	WRPWM Werba Rubin Papier Wealth Management San Jose, California	$3.64M	+$1.49M	3	0.44%	Increased