← 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
1626	FP Financial Perspectives Minneapolis, Minnesota	$135K	+$28.8K	1	0.11%	Increased
1627	RBC Roble Belko & Company Sewickley, Pennsylvania	$133K	$0	2	0.04%	Maintained
1628	Farmers & Merchants Investments Inc Lincoln, Nebraska	$132K	-$28.6K	3	0.01%	Reduced
1629	AssetMark Inc Concord, California	$128K	+$88.6K	2	0%	Increased
1630	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$128K	+$19.3K	2	0.04%	Increased
1631	AP Arlington Partners Birmingham, Alabama	$127K	+$5.38K	2	0.07%	Increased
1632	MCM Manchester Capital Management Manchester, Vermont	$127K	$0	1	0.02%	Maintained
1633	LTI Laffer Tengler Investments Nashville, Tennessee	$126K	+$75.6K	1	0.1%	Increased
1634	DWM Darwin Wealth Management Tampa, Florida	$126K	+$147K	2	0.04%	New
1635	Arax Advisory Partners Denver, Colorado	$123K	$0	2	0.03%	Maintained
1636	Hillsdale Investment Management Toronto, Ontario, Canada	$121K	-$536K	1	0.01%	Reduced
1637	SL Savior LLC Wellesley Hills, Massachusetts	$121K	+$1.37K	2	0.14%	Increased
1638	TFS TrustCore Financial Services Brentwood, Tennessee	$121K	+$3.75K	1	0.03%	Increased
1639	EWA Evolution Wealth Advisors Aventura, Florida	$118K	-$261K	1	0.05%	Reduced
1640	LWA Lenox Wealth Advisors New York	$116K	+$14.9K	2	0.02%	Increased
1641	ANBT American National Bank & Trust Wichita Falls, Texas	$115K	$0	1	0.05%	Maintained
1642	Aptus Capital Advisors Fairhope, Alabama	$114K	+$137K	1	0.01%	New
1643	CIM Contravisory Investment Management Norwell, Massachusetts	$113K	+$12.2K	2	0.05%	Increased
1644	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$110K	+$130K	3	0.09%	Increased
1645	SC Solstein Capital Menlo Park, California	$110K	+$1.72K	3	0.42%	Increased
1646	CC Cognios Capital Leawood, Kansas	$108K	+$138K	2	0.05%	New
1647	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$108K	+$21K	3	0.03%	Increased
1648	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$108K	$0	1	0.13%	Maintained
1649	SLF Sun Life Financial Toronto, Ontario, Canada	$108K	+$2.82K	2	0.03%	Increased
1650	BFC Bedel Financial Consulting Indianapolis, Indiana	$105K	+$9.12K	2	0.07%	Increased