← 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
1601	PFA Paradigm Financial Advisors Des Peres, Missouri	$205K	+$224K	1	0.08%	New
1602	Boston Trust Walden Boston, Massachusetts	$204K	-$23.7K	1	0%	Reduced
1603	CCM Consolidated Capital Management Burbank, California	$204K	+$243K	1	0.16%	New
1604	GPWA Great Point Wealth Advisors Boston, Massachusetts	$204K	-$10.4K	1	0.17%	Reduced
1605	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$203K	$0	1	0.23%	Maintained
1606	KCPG Kavar Capital Partners Group Leawood, Kansas	$203K	+$23.8K	1	0.1%	Increased
1607	PA Paragon Advisors College Station, Texas	$203K	+$11.6K	1	0.27%	Increased
1608	RFG Advisory Birmingham, Alabama	$203K	-$64.7K	1	0.04%	Reduced
1609	AFM Andesa Financial Management Allentown, Pennsylvania	$202K	-$2.4K	1	0.23%	Reduced
1610	PPP Private Portfolio Partners Paramus, New Jersey	$201K	+$239K	1	0.11%	New
1611	XF XML Financial Bethesda, Maryland	$200K	-$184K	1	0.09%	Reduced
1612	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$198K	+$217K	2	0.08%	New
1613	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$194K	-$34.3K	1	0.27%	Reduced
1614	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$194K	-$7.68K	2	0.07%	Reduced
1615	Arkadios Wealth Advisors Atlanta, Georgia	$192K	+$16.9K	2	0.12%	Increased
1616	JFA JNBA Financial Advisors Bloomington, Minnesota	$190K	+$25K	1	0.05%	Increased
1617	FPFS First Personal Financial Services Charlotte, North Carolina	$186K	-$7K	1	0.07%	Reduced
1618	PHK Point72 Hong Kong Hong Kong	$182K	-$1.26M	2	0.08%	Reduced
1619	RCA Ranch Capital Advisors Sarasota, Florida	$180K	+$83.2K	1	0.18%	Increased
1620	MRCM M&R Capital Management Summit, New Jersey	$170K	-$96.9K	1	0.05%	Reduced
1621	WB West Bancorporation West Des Moines, Iowa	$164K	-$54.7K	1	0.23%	Reduced
1622	HWA HHM Wealth Advisors Chattanooga, Tennessee	$163K	+$191K	2	0.08%	New
1623	O'Shaughnessy Asset Management Stamford, Connecticut	$151K	-$177K	3	0.01%	Reduced
1624	BWM Baystate Wealth Management Boston, Massachusetts	$146K	$0	1	0.02%	Maintained
1625	First Horizon Advisors Memphis, Tennessee	$143K	+$52.9K	2	0.01%	Increased