← 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
1701	NGA Naples Global Advisors Naples, Florida	$2.88M	-$792K	2	0.18%	Reduced
1702	APW Aventura Private Wealth Aventura, Florida	$2.88M	-$132K	3	0.88%	Reduced
1703	WCM Weaver Capital Management Suwanee, Georgia	$2.88M	$0	1	0.63%	Maintained
1704	NSIM North Star Investment Management Chicago, Illinois	$2.87M	+$1.45M	5	0.16%	Increased
1705	TC TownSquare Capital Provo, Utah	$2.87M	-$373K	3	0.53%	Reduced
1706	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$2.87M	-$387K	3	0.17%	Reduced
1707	LHC Little House Capital Braintree, Massachusetts	$2.87M	+$463K	2	0.65%	Increased
1708	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$2.87M	-$458K	3	0.13%	Reduced
1709	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.87M	-$3.18M	1	0.11%	Reduced
1710	TCOT Trust Company of Toledo Holland, Ohio	$2.87M	-$79.1K	3	0.24%	Reduced
1711	SCM Steele Capital Management Dubuque, Iowa	$2.87M	-$167K	1	0.11%	Reduced
1712	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$2.87M	-$333K	2	0.26%	Reduced
1713	ML McAdam LLC Philadelphia, Pennsylvania	$2.86M	+$576K	3	0.11%	Increased
1714	WG Watchman Group Plano, Texas	$2.86M	+$2.85M	1	0.64%	New
1715	PWP Pursue Wealth Partners Clayton, California	$2.86M	+$2.13M	1	1.6%	Increased
1716	Cassaday & Co Wealth Management Mclean, Virginia	$2.86M	-$16K	5	0.05%	Reduced
1717	GA GraniteShares Advisors New York	$2.86M	-$719K	3	1.84%	Reduced
1718	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$2.85M	+$42.2K	1	0.72%	Increased
1719	AIM Advyzon Investment Management Lisle, Illinois	$2.84M	+$779K	3	0.21%	Increased
1720	MIM Montgomery Investment Management Rockville, Maryland	$2.84M	$0	2	0.86%	Maintained
1721	BRWM Blue Rock Wealth Management Winston-Salem, North Carolina	$2.84M	-$208K	1	1.58%	Reduced
1722	MCA McGuire Capital Advisors Bethany, Oklahoma	$2.84M	+$150K	5	1.55%	Increased
1723	AF Arrow Financial Glens Falls, New York	$2.83M	+$122K	1	0.25%	Increased
1724	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$2.83M	+$163K	3	0.13%	Increased
1725	OWA Octavia Wealth Advisors Cincinnati, Ohio	$2.82M	-$294K	2	0.24%	Reduced