← 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
1551	PCM Princeton Capital Management Red Bank, New Jersey	$32K	+$25.1K	1	0.02%	Increased
1552	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$31K	+$31.6K	1	0.01%	New
1553	APC Aspire Private Capital Cornelius, North Carolina	$30K	-$2.52K	1	0.01%	Reduced
1554	ETI Enterprise Trust & Investment Los Gatos, California	$30K	+$21.7K	1	0.02%	Increased
1555	JWM Janiczek Wealth Management Denver, Colorado	$30K	$0	1	0.01%	Maintained
1556	SB Strategic Blueprint Atlanta, Georgia	$30K	+$30.7K	1	0.02%	New
1557	CT Clearstead Trust Portland, Maine	$29K	$0	2	0.02%	Maintained
1558	FPS Fieldpoint Private Securities Greenwich, Connecticut	$29K	+$16.6K	2	0.01%	Increased
1559	PWP Personal Wealth Partners Bloomington, Minnesota	$29K	+$1.82K	1	0.01%	Increased
1560	WCG Weaver Consulting Group Huntington Beach, California	$28K	$0	2	0.01%	Maintained
1561	Advisory Alpha Holland, Michigan	$27.8K	+$28.8K	3	0.01%	New
1562	CA Crewe Advisors Salt Lake City, Utah	$27K	$0	1	0.01%	Maintained
1563	FGAM Financial Gravity Asset Management Lakeway, Texas	$27K	+$152	2	0.02%	Increased
1564	CHC City Holding Co Charleston, West Virginia	$26K	$0	1	0.01%	Maintained
1565	SAM Shamrock Asset Management Dallas, Texas	$25K	+$27.2K	1	0.02%	New
1566	FCB First Command Bank Fort Worth, Texas	$24K	$0	1	0.01%	Maintained
1567	FCFS First Command Financial Services Fort Worth, Texas	$24K	$0	1	0.01%	Maintained
1568	NIC Northwest Investment Counselors Lake Oswego, Oregon	$24K	+$24.1K	2	0.01%	New
1569	CJA C-J Advisory San Jose, California	$21K	$0	1	0.01%	Maintained
1570	RWM Raffa Wealth Management Washington, District of Columbia	$19.4K	+$20.3K	2	0.01%	New
1571	SCA Stonebridge Capital Advisors St Paul, Minnesota	$19K	-$4.56K	1	0%	Reduced
1572	EI Ellevest Inc New York	$18K	+$5.41K	2	0.01%	Increased
1573	SWM Selective Wealth Management Forest, Virginia	$18K	+$17.8K	2	0.02%	New
1574	Balentine LLC Atlanta, Georgia	$17K	+$456	2	0%	Increased
1575	LWM Liberty Wealth Management Oakland, California	$17K	-$33.4K	1	0.02%	Reduced