← 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	PWMG Prestige Wealth Management Group Flemington, New Jersey	$251K	-$438K	2	0.11%	Reduced
1552	Robertson Stephens Wealth Management San Francisco, California	$251K	+$298K	1	0.09%	New
1553	Park National Corp Newark, Ohio	$250K	+$34.6K	1	0.02%	Increased
1554	WP WMS Partners Towson, Maryland	$249K	-$24.2K	1	0.07%	Reduced
1555	Heritage Wealth Advisors Richmond, Virginia	$248K	+$2.51K	3	0.04%	Increased
1556	AIC Ameritas Investment Company Lincoln, Nebraska	$246K	+$177K	2	0.04%	Increased
1557	CAM Concorde Asset Management Ann Arbor, Michigan	$242K	+$265K	1	0.25%	New
1558	ESB Essex Savings Bank Essex, Connecticut	$240K	+$13.9K	1	0.17%	Increased
1559	SAM Seelaus Asset Management Chatham, New Jersey	$239K	-$19.6K	1	0.28%	Reduced
1560	TNA True North Advisors Dallas, Texas	$239K	+$8.57K	1	0.08%	Increased
1561	GFS GYL Financial Synergies West Hartford, Connecticut	$238K	-$56.2K	1	0.15%	Reduced
1562	PWAG Polaris Wealth Advisory Group San Rafael, California	$238K	+$45.6K	1	0.03%	Increased
1563	AFG Albion Financial Group Salt Lake City, Utah	$237K	+$282K	1	0.03%	New
1564	VI Versor Investments New York	$237K	-$440K	1	0.02%	Reduced
1565	NAS Nicolet Advisory Services Green Bay, Wisconsin	$236K	+$281K	1	0.04%	New
1566	QCIG Quad-Cities Investment Group Davenport, Iowa	$235K	-$106K	1	0.3%	Reduced
1567	JWCA J.W. Cole Advisors Tampa, Florida	$234K	-$495K	1	0.45%	Reduced
1568	CA Capital Advantage Walnut Creek, California	$233K	-$278K	1	0.09%	Reduced
1569	CWA Clarity Wealth Advisors San Jose, California	$233K	-$76K	1	0.24%	Reduced
1570	MWM Mattern Wealth Management Lawrence, Kansas	$233K	+$34.3K	1	0.17%	Increased
1571	Voloridge Investment Management Jupiter, Florida	$233K	-$14.2M	1	0.01%	Reduced
1572	GL Graypoint LLC Albany, New York	$232K	+$277K	1	0.06%	New
1573	World Investment Advisors Santa Barbara, California	$231K	+$275K	1	0.11%	New
1574	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$230K	-$19.9K	1	0.1%	Reduced
1575	PAM Paradigm Asset Management New York	$230K	$0	2	0.09%	Maintained