← 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
1651	PO Private Ocean San Rafael, California	$104K	+$45K	2	0.03%	Increased
1652	TC Trust Company Manhattan, Kansas	$104K	$0	1	0.11%	Maintained
1653	VCP Verus Capital Partners Scottsdale, Arizona	$104K	-$7.81K	2	0.03%	Reduced
1654	FWM Focused Wealth Management Newburgh, New York	$101K	+$17.1K	1	0.03%	Increased
1655	Sumitomo Mitsui Financial Group Tokyo, Japan	$99K	-$658K	1	0%	Reduced
1656	Stephens Investment Management Group Houston, Texas	$98K	$0	1	0%	Maintained
1657	SMG Spectrum Management Group Indianapolis, Indiana	$97K	-$22.6K	2	0.03%	Reduced
1658	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$94K	-$51.4K	1	0.02%	Reduced
1659	1W 1776 Wealth Atlanta, Georgia	$93K	+$55.8K	2	0.08%	Increased
1660	IF Ironwood Financial Tucson, Arizona	$91K	-$194K	1	0.06%	Reduced
1661	WWM Willingdon Wealth Management Huntersville, North Carolina	$91K	-$9.6K	1	0.02%	Reduced
1662	GFPC Global Financial Private Client Sarasota, Florida	$90.9K	-$151K	1	0.1%	Reduced
1663	RFA Reilly Financial Advisors La Mesa, California	$90K	+$23.4K	2	0.01%	Increased
1664	WCM Wealthcare Capital Management Richmond, Virginia	$89K	-$10.7K	2	0.01%	Reduced
1665	EARNEST Partners Atlanta, Georgia	$87K	$0	3	0%	Maintained
1666	BCM Blume Capital Management Berkeley, California	$86K	$0	1	0.06%	Maintained
1667	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$86K	+$103K	1	1.05%	New
1668	RWM Raffa Wealth Management Washington, District of Columbia	$85.6K	+$77K	2	0.03%	Increased
1669	AIM Anchor Investment Management Columbia, South Carolina	$85.3K	$0	2	0.02%	Maintained
1670	GWS Glassman Wealth Services Vienna, Virginia	$83K	+$744	3	0.03%	Increased
1671	VCM Versant Capital Management Phoenix, Arizona	$83K	-$11.9K	2	0.04%	Reduced
1672	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$81K	-$45.8K	1	0.07%	Reduced
1673	ME McIlrath & Eck Arlington, Washington	$80K	+$21K	2	0.04%	Increased
1674	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$77.3K	$0	1	0.06%	Maintained
1675	BWM BerganKDV Wealth Management Bloomington, Minnesota	$76K	+$61.5K	2	0.02%	Increased