← 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
1751	CS Capital Square Chattanooga, Tennessee	$651K	$0	1	0.55%	Maintained
1752	CCT Country Club Trust Kansas City, Missouri	$649K	+$665K	2	0.07%	New
1753	EP Wealth Advisors Torrance, California	$649K	+$241K	2	0.02%	Increased
1754	CPA Clear Perspective Advisors Aurora, Illinois	$639K	+$95.6K	1	0.26%	Increased
1755	ECM EMC Capital Management Houston, Texas	$633K	+$598K	1	0.48%	New
1756	Empirical Wealth Management Seattle, Washington	$632K	+$373K	2	0.05%	Increased
1757	CA Calton & Associates Tampa, Florida	$631K	+$54K	1	0.11%	Increased
1758	PB Pinnacle Bancorp Beatrice, Nebraska	$630K	+$92	3	0.39%	Increased
1759	SI Sapience Investments Newport Beach, California	$630K	-$968K	1	0.09%	Reduced
1760	WWM Windsor Wealth Management Indianapolis, Indiana	$629K	+$14.6K	2	0.16%	Increased
1761	BWP Baldwin Wealth Partners Marion, Massachusetts	$626K	+$334K	3	0.08%	Increased
1762	LWA Lineweaver Wealth Advisors Valley View, Ohio	$625K	+$302K	1	0.25%	Increased
1763	SWA Sutton Wealth Advisors Tampa, Florida	$623K	+$6.08K	3	0.26%	Increased
1764	Inspire Investing Meridian, Idaho	$619K	+$176K	1	0.14%	Increased
1765	WFG Wills Financial Group Richmond, Virginia	$618K	+$676K	1	0.31%	New
1766	DSAM Dock Street Asset Management Palm Beach, Florida	$616K	$0	1	0.13%	Maintained
1767	POIA Pin Oak Investment Advisors Houston, Texas	$616K	$0	2	0.51%	Maintained
1768	WCM Whitener Capital Management Rocky Mount, North Carolina	$615K	$0	1	0.28%	Maintained
1769	OIM Oder Investment Management Woodland Hills, California	$614K	+$667K	2	0.6%	New
1770	PPP Private Portfolio Partners Paramus, New Jersey	$613K	+$28.1K	2	0.22%	Increased
1771	TWM Tradition Wealth Management Edina, Minnesota	$612K	+$643K	3	0.12%	New
1772	WP Waycross Partners Louisville, Kentucky	$611K	+$668K	1	0.38%	New
1773	GAM Griffin Asset Management New York	$605K	+$39.5K	1	0.08%	Increased
1774	BWP BSW Wealth Partners Boulder, Colorado	$601K	+$154K	1	0.18%	Increased
1775	AA Argent Advisors Monroe, Louisiana	$598K	+$653K	1	0.37%	New