← 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
1801	Stephens Investment Management Group Houston, Texas	$127K	$0	1	0%	Maintained
1802	GWS Glassman Wealth Services Vienna, Virginia	$126K	+$13.5K	2	0.04%	Increased
1803	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$123K	-$433K	1	0.11%	Reduced
1804	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$122K	$0	1	0.02%	Maintained
1805	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$118K	+$22.6K	1	0.01%	Increased
1806	EARNEST Partners Atlanta, Georgia	$116K	$0	3	0%	Maintained
1807	MassMutual Private Wealth & Trust Windsor, Connecticut	$116K	+$58.8K	2	0.01%	Increased
1808	BCM Blume Capital Management Berkeley, California	$112K	$0	1	0.06%	Maintained
1809	VCM Versant Capital Management Phoenix, Arizona	$109K	+$136	2	0.05%	Increased
1810	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$108K	+$8.43K	1	0.02%	Increased
1811	ME McIlrath & Eck Arlington, Washington	$108K	+$4.11K	2	0.05%	Increased
1812	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$108K	-$4.21K	1	1.15%	Reduced
1813	SIS Sound Income Strategies Ft Lauderdale, Florida	$108K	+$69.6K	1	0.03%	Increased
1814	RWM Raffa Wealth Management Washington, District of Columbia	$101K	-$10.4K	2	0.04%	Reduced
1815	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$101K	$0	1	0.06%	Maintained
1816	CA Centerpoint Advisors Needham, Massachusetts	$97K	$0	1	0.08%	Maintained
1817	WCG Weaver Consulting Group Huntington Beach, California	$97K	+$2.16K	2	0.06%	Increased
1818	EWM Endurance Wealth Management Providence, Rhode Island	$94K	$0	1	0.02%	Maintained
1819	HRC Hoertkorn Richard Charles	$94K	$0	1	0.06%	Maintained
1820	LWM Liberty Wealth Management Oakland, California	$94K	+$40.6K	1	0.07%	Increased
1821	WPA West Paces Advisors Atlanta, Georgia	$93.9K	$0	2	0.05%	Maintained
1822	BWM BerganKDV Wealth Management Bloomington, Minnesota	$93K	-$6.36K	2	0.02%	Reduced
1823	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$93K	+$16.9K	1	0.04%	Increased
1824	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$92K	+$80.1K	1	0%	New
1825	AWM AllSquare Wealth Management Albany, New York	$88K	+$16.9K	1	0.07%	Increased