← 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	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$55.4K	$0	1	0.03%	Maintained
1702	WOC West Oak Capital Westlake Village, California	$54K	-$8.57K	2	0.04%	Reduced
1703	AWM AllSquare Wealth Management Albany, New York	$53K	$0	1	0.05%	Maintained
1704	AlphaCore Capital La Jolla, California	$51K	+$58K	2	0.04%	New
1705	CFN Cordasco Financial Network Naples, Florida	$51K	+$4.63K	2	0.06%	Increased
1706	CCM Cox Capital Management Andover, Massachusetts	$49K	+$51.4K	1	0.04%	New
1707	PCTC Perkins Coie Trust Company Seattle, Washington	$47K	+$1.37K	1	0.02%	Increased
1708	CX Institutional Auburn, Indiana	$45K	+$7.4K	3	0.01%	Increased
1709	BAMG Brand Asset Management Group Chesterfield, Missouri	$43K	$0	2	0.03%	Maintained
1710	Caption Management Oklahoma City, Oklahoma	$43K	-$2.49M	1	0%	Reduced
1711	HI Hudock Inc Williamsport, Pennsylvania	$43K	$0	2	0.02%	Maintained
1712	CAC Certified Advisory Corp Altamonte Springs, Florida	$42K	$0	1	0.02%	Maintained
1713	IRC Investors Research Corp Atlanta, Georgia	$42K	$0	2	0.03%	Maintained
1714	Kayne Anderson Rudnick Investment Management Los Angeles, California	$42K	+$34.3K	1	0%	Increased
1715	Altshuler Shaham Tel Aviv, Israel	$41K	+$39.5K	2	0%	Increased
1716	HR Howe & Rusling Rochester, New York	$39K	+$4.8K	1	0.01%	Increased
1717	LWM Liberty Wealth Management Oakland, California	$38K	+$2.14K	2	0.03%	Increased
1718	MassMutual Private Wealth & Trust Windsor, Connecticut	$38K	-$11.8K	2	0%	Reduced
1719	Exchange Traded Concepts Oklahoma City, Oklahoma	$37K	-$72.1K	2	0.02%	Reduced
1720	TVWM Tower View Wealth Management Shorewood, Wisconsin	$37K	$0	1	0.03%	Maintained
1721	FCMT Founders Capital Management (Texas) Houston, Texas	$36K	$0	1	0.04%	Maintained
1722	FWM FSA Wealth Management Needham, Massachusetts	$36K	$0	1	0.03%	Maintained
1723	KIG Kessler Investment Group Columbus, Indiana	$36K	$0	1	0.05%	Maintained
1724	TF TimeScale Financial Danvers, Massachusetts	$36K	$0	2	0.01%	Maintained
1725	AWM Avondale Wealth Management West Lake Hills, Texas	$35K	$0	2	0.06%	Maintained