← 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
1901	LF LifePlan Financial Mankato, Minnesota	$2.2M	+$277K	2	1.54%	Increased
1902	FIM FWL Investment Management Dallas, Texas	$2.2M	+$104K	2	0.4%	Increased
1903	WC Weil Company San Diego, California	$2.19M	+$2.19M	1	0.39%	New
1904	PCOTEOTHU Provident Company of the Employees of the Hebrew University Jerusalem, Israel	$2.19M	+$2.56M	1	1.67%	New
1905	CTFG Capstone Triton Financial Group Oklahoma City, Oklahoma	$2.19M	-$350K	2	1.26%	Reduced
1906	DI Diligent Investors Redlands, California	$2.19M	+$259K	3	0.49%	Increased
1907	MCC Malaga Cove Capital Pv Estates, California	$2.18M	-$214K	2	0.69%	Reduced
1908	EWL Emissary Wealth LLC Hackensack, New Jersey	$2.18M	+$131K	1	1.66%	Increased
1909	PWM Palacios Wealth Management Ormond Beach, Florida	$2.18M	+$169K	2	1.29%	Increased
1910	ZI ZEGA Investments Palm Beach Gardens, Florida	$2.17M	+$875K	3	0.22%	Increased
1911	SV Sapphire Ventures Austin, Texas	$2.17M	$0	1	2.09%	Maintained
1912	PCP Proficio Capital Partners Newton, Massachusetts	$2.17M	+$2.45M	4	0.08%	New
1913	BCM BluePath Capital Management Atlanta, Georgia	$2.17M	+$336K	2	1.19%	Increased
1914	TC Truvestments Capital Sarasota, Florida	$2.17M	+$57.4K	5	0.32%	Increased
1915	PCG Prosperity Consulting Group Owings Mills, Maryland	$2.16M	-$408K	3	0.08%	Reduced
1916	IWN Independent Wealth Network Urbandale, Iowa	$2.16M	+$223K	2	0.55%	Increased
1917	MWA MN Wealth Advisors Overland Park, Kansas	$2.15M	-$1.78M	3	0.92%	Reduced
1918	MKA M. Kulyk & Associates Decatur, Georgia	$2.15M	-$1.44M	2	0.35%	Reduced
1919	EI Ellevest Inc New York	$2.15M	-$135K	3	0.25%	Reduced
1920	SSWM Strait & Sound Wealth Management San Francisco, California	$2.14M	+$62.5K	2	0.75%	Increased
1921	AWM Accel Wealth Management Waverly, Iowa	$2.14M	-$32K	3	0.48%	Reduced
1922	HFS Howard Financial Services Dallas, Texas	$2.13M	+$197K	3	0.23%	Increased
1923	IIWM Investment Insight Wealth Management North Massapequa, New York	$2.13M	-$58.9K	2	1.84%	Reduced
1924	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$2.13M	+$114K	1	0.19%	Increased
1925	GAMCO Investors Greenwich, Connecticut	$2.13M	-$2.65M	3	0.02%	Reduced