← 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
1776	MTC McDaniel Terry & Co Austin, Texas	$597K	+$64.4K	2	0.08%	Increased
1777	KWM Keebeck Wealth Management Chicago, Illinois	$596K	$0	1	0.1%	Maintained
1778	MCC Malaga Cove Capital Pv Estates, California	$596K	+$655K	1	0.28%	New
1779	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$596K	+$54.4K	2	0.05%	Increased
1780	Allworth Financial Folsom, California	$593K	+$144K	3	0.02%	Increased
1781	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$592K	-$19.5K	1	0.13%	Reduced
1782	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$592K	+$619K	2	0.08%	New
1783	EP Eudaimonia Partners Winchester, Tennessee	$591K	+$25.7K	2	0.13%	Increased
1784	BPM Bowling Portfolio Management Cincinnati, Ohio	$588K	-$56.4K	1	0.14%	Reduced
1785	FFS Founders Financial Securities Towson, Maryland	$586K	+$261K	1	0.14%	Increased
1786	SB Strategic Blueprint Atlanta, Georgia	$585K	-$546K	1	0.15%	Reduced
1787	GL Graypoint LLC Albany, New York	$584K	+$17.5K	1	0.1%	Increased
1788	MA MJP Associates Farmington, Connecticut	$584K	+$603K	2	0.25%	New
1789	FFC First Financial Corp Terre Haute, Indiana	$583K	+$6.85K	3	0.43%	Increased
1790	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$579K	+$18.7K	1	0.19%	Increased
1791	ECG Edge Capital Group Atlanta, Georgia	$577K	+$58.6K	1	0.05%	Increased
1792	PAA Peregrine Asset Advisers Portland, Oregon	$577K	+$330K	2	0.27%	Increased
1793	SB Sunflower Bank Dallas, Texas	$577K	+$34.8K	1	0.1%	Increased
1794	PIM Parker Investment Management Menlo Park, California	$576K	+$629K	1	0.1%	New
1795	RB Renasant Bank Tupelo, Mississippi	$571K	+$624K	1	0.47%	New
1796	GTCM Gyon Technologies Capital Management Denville, New Jersey	$567K	+$573K	2	0.2%	New
1797	PCM Princeton Capital Management Red Bank, New Jersey	$567K	+$8.76K	1	0.2%	Increased
1798	ACP Aveo Capital Partners Englewood, Colorado	$565K	+$429K	1	0.87%	New
1799	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$564K	+$191K	3	0.19%	Increased
1800	FGAM Financial Gravity Asset Management Lakeway, Texas	$563K	+$625K	1	0.52%	New