← 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
1826	Quotient Wealth Partners Dallas, Texas	$2.47M	-$139K	3	0.06%	Reduced
1827	SA Strategic Advisors New York	$2.47M	-$3.16M	3	0.54%	Reduced
1828	CCG Ceeto Capital Group Coral Gables, Florida	$2.46M	+$99K	2	0.67%	Increased
1829	Advisory Alpha Holland, Michigan	$2.46M	+$23.1K	4	0.06%	Increased
1830	IHL Investment House LLC Redondo Beach, California	$2.45M	+$2.22M	1	0.11%	Increased
1831	CWM Chemistry Wealth Management New York	$2.45M	+$890K	2	0.39%	Increased
1832	Koshinski Asset Management Decatur, Illinois	$2.45M	+$141K	3	0.13%	Increased
1833	AU AlphaGrep UK London,	$2.45M	-$108K	5	0.73%	Reduced
1834	RC Roundview Capital Princeton, New Jersey	$2.45M	-$97.8K	2	0.13%	Reduced
1835	ADL Asset Dedication LLC San Francisco, California	$2.45M	-$76K	4	0.15%	Reduced
1836	CB CNB Bank Clearfield, Pennsylvania	$2.45M	+$442K	3	0.95%	Increased
1837	OFI Outbound Financial Inc Boulder, Colorado	$2.44M	$0	1	1.58%	Maintained
1838	RIA Richwood Investment Advisors Cincinnati, Ohio	$2.44M	-$225K	1	1.71%	Reduced
1839	BCM Birch Capital Management Dallas, Texas	$2.44M	-$781K	1	1.19%	Reduced
1840	TD Private Client Wealth New York	$2.43M	-$450K	5	0.04%	Reduced
1841	NP Nilsine Partners Greenwood Village, Colorado	$2.43M	+$65.1K	2	0.17%	Increased
1842	Perpetual Ltd Sydney, New South Wales, Australia	$2.43M	-$725K	3	0.03%	Reduced
1843	RC RV Capital Schindellegi, Switzerland	$2.43M	$0	1	0.63%	Maintained
1844	KJWM Kiley Juergens Wealth Management Olympia, Washington	$2.43M	-$102K	2	0.38%	Reduced
1845	MWM Mindset Wealth Management Indianapolis, Indiana	$2.42M	+$524K	2	0.47%	Increased
1846	TWP Triad Wealth Partners Lawrence, Kansas	$2.42M	+$33.2K	3	0.14%	Increased
1847	SWA Stratos Wealth Advisors Beachwood, Ohio	$2.42M	-$5.13M	2	0.13%	Reduced
1848	MCCP Mission Creek Capital Partners San Francisco, California	$2.42M	+$2.14M	1	0.42%	Increased
1849	CAM Cozad Asset Management Champaign, Illinois	$2.41M	-$132K	2	0.16%	Reduced
1850	KCM KRS Capital Management Bloomfield, Michigan	$2.41M	+$18.6K	3	1.12%	Increased