← 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
1876	WI Westbourne Investments Alexandria, Virginia	$2.29M	+$837K	2	0.93%	Increased
1877	CCA Childress Capital Advisors Houston, Texas	$2.29M	-$720K	5	0.37%	Reduced
1878	MTIC Missouri Trust & Investment Company Springfield, Missouri	$2.28M	+$279K	1	0.62%	Increased
1879	DA Doliver Advisors Houston, Texas	$2.27M	-$46.5K	2	0.51%	Reduced
1880	VFG Victory Financial Group Austin, Texas	$2.27M	+$298K	3	0.24%	Increased
1881	FTB First Trust Bank Nassau, Bahamas	$2.27M	+$2.26M	1	4.55%	New
1882	CPW Catalyst Private Wealth San Mateo, California	$2.26M	-$30.2K	2	1.09%	Reduced
1883	TPI Trust Point Inc La Crosse, Wisconsin	$2.26M	+$209K	3	0.19%	Increased
1884	RFA Resurgent Financial Advisors Atlanta, Georgia	$2.26M	+$940K	2	0.63%	Increased
1885	DFG Demars Financial Group Spokane Valley, Washington	$2.26M	+$414K	2	0.63%	Increased
1886	MSR Main Street Research Lakeville, Connecticut	$2.24M	-$21.5M	2	0.11%	Reduced
1887	NP Ninepoint Partners Toronto, Ontario, Canada	$2.24M	+$2.62M	1	0.17%	New
1888	SCA Strathmore Capital Advisors Charlotte, North Carolina	$2.24M	-$1.64K	1	0.6%	Reduced
1889	CF CDC Financial Chicago, Illinois	$2.23M	+$17.4K	2	0.93%	Increased
1890	RFP Root Financial Partners Encinitas, California	$2.22M	-$421K	2	0.09%	Reduced
1891	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$2.22M	+$58.9K	1	0.21%	Increased
1892	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$2.22M	+$61.7K	2	0.49%	Increased
1893	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$2.21M	+$82.5K	6	0.15%	Increased
1894	HPC Hobart Private Capital Charlotte, North Carolina	$2.21M	+$158K	2	0.38%	Increased
1895	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$2.21M	+$232K	3	0.13%	Increased
1896	PWP Private Wealth Partners Mill Valley, California	$2.21M	-$628K	1	0.16%	Reduced
1897	RE Rydar Equities Weatherford, Texas	$2.21M	-$173K	1	1.24%	Reduced
1898	CCP Cane Capital Partners Saint Francisville, Louisiana	$2.2M	+$221K	2	0.87%	Increased
1899	IA Inspire Advisors Meridian, Idaho	$2.2M	-$1.05M	2	0.15%	Reduced
1900	Hills Bank & Trust North Liberty, Iowa	$2.2M	-$495K	3	0.09%	Reduced