← 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
1676	BWA BDO Wealth Advisors Jacksonville, Florida	$262K	-$14.3K	2	0.05%	Reduced
1677	LWA Lineweaver Wealth Advisors Valley View, Ohio	$262K	+$236K	1	0.13%	New
1678	Focus Financial Network Minneapolis, Minnesota	$262K	+$236K	1	0.03%	New
1679	SMC Smith, Moore & Co Clayton, Missouri	$261K	+$234K	1	0.06%	New
1680	HR Hayden Royal Charlotte, North Carolina	$259K	-$104K	1	0.15%	Reduced
1681	RT Rockland Trust Hanover, Massachusetts	$258K	-$20.1K	1	0.02%	Reduced
1682	C Cerebellum San Francisco, California	$256K	+$562K	2	0.18%	New
1683	CHA Cooper/Haims Advisors Victor, New York	$256K	+$223K	1	0.21%	New
1684	EWM Evermay Wealth Management Arlington, Virginia	$255K	-$26.1K	1	0.07%	Reduced
1685	SP Symmetry Partners Glastonbury, Connecticut	$255K	-$5.57K	1	0.03%	Reduced
1686	SG Somerset Group Wayzata, Minnesota	$255K	+$229K	1	0.25%	New
1687	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$253K	$0	1	0.25%	Maintained
1688	IC InterOcean Capital Chicago, Illinois	$252K	+$226K	1	0.02%	New
1689	JF JSF Financial Los Angeles, California	$252K	+$226K	1	0.22%	New
1690	MCG MACRO Consulting Group Parsippany, New Jersey	$252K	+$227K	1	0.17%	New
1691	RIS Retirement Income Solutions Ann Arbor, Michigan	$249K	+$224K	1	0.11%	New
1692	IEFM IQ EQ Fund Management Dublin 2, Ireland	$247K	+$216K	1	0.08%	New
1693	Empirical Wealth Management Seattle, Washington	$244K	+$220K	1	0.02%	New
1694	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$244K	+$220K	1	0.14%	New
1695	PC PA Capital Richmond, Virginia	$244K	+$220K	1	0.18%	New
1696	SSG Summit Securities Group New York	$244K	+$219K	1	0.03%	New
1697	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$243K	+$212K	1	0.7%	New
1698	FRA Front Row Advisors Tiburon, California	$243K	-$1.01K	2	0.15%	Reduced
1699	Robertson Stephens Wealth Management San Francisco, California	$243K	-$74.3K	1	0.07%	Reduced
1700	Apollon Wealth Management Mount Pleasant, South Carolina	$242K	+$216K	2	0.13%	New