← 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	GWS Glassman Wealth Services Vienna, Virginia	$428K	+$192K	3	0.1%	Increased
1902	LFF Level Four Financial Dallas, Texas	$427K	+$467K	1	0.18%	New
1903	AWG Altus Wealth Group Colorado Springs, Colorado	$423K	+$415K	2	0.4%	New
1904	AFM Andesa Financial Management Allentown, Pennsylvania	$422K	-$413K	1	0.28%	Reduced
1905	CT Chicago Trust Grayslake, Illinois	$422K	+$461K	1	0.15%	New
1906	First Citizens Bank & Trust Raleigh, North Carolina	$422K	+$182K	1	0.02%	Increased
1907	TF Tompkins Financial Ithaca, New York	$422K	-$5.73K	2	0.08%	Reduced
1908	HWM Howard Wealth Management Madison, Connecticut	$420K	+$319K	1	0.26%	New
1909	CT Coastline Trust Providence, Rhode Island	$418K	-$165K	1	0.06%	Reduced
1910	SAM Steinberg Asset Management New York	$417K	$0	1	0.51%	Maintained
1911	LF Lantz Financial Naperville, Illinois	$414K	+$163K	2	0.26%	Increased
1912	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$410K	-$769K	1	0.21%	Reduced
1913	FSA Financial Sense Advisors San Diego, California	$410K	$0	1	0.15%	Maintained
1914	TNA True North Advisors Dallas, Texas	$408K	+$4.62K	1	0.1%	Increased
1915	HR Hayden Royal Charlotte, North Carolina	$404K	+$34.5K	1	0.22%	Increased
1916	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$404K	+$441K	1	0.1%	New
1917	ZWJ Investment Counsel Atlanta, Georgia	$404K	+$442K	1	0.03%	New
1918	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$403K	$0	1	0.16%	Maintained
1919	FSA Fort Sheridan Advisors Highland Park, Illinois	$403K	+$100K	1	0.2%	Increased
1920	GPFA Game Plan Financial Advisors Westlake, Ohio	$403K	+$303K	1	0.29%	New
1921	AWCI Alpine Woods Capital Investors Purchase, New York	$401K	$0	1	0.05%	Maintained
1922	QTM qPULA Trading Management New York	$401K	+$438K	1	0.72%	New
1923	BWA BDO Wealth Advisors Jacksonville, Florida	$398K	-$4.07K	3	0.06%	Reduced
1924	GCP GSA Capital Partners London, United Kingdom	$396K	-$708K	1	0.06%	Reduced
1925	KA Kercheville Advisors San Antonio, Texas	$396K	+$369K	1	0.22%	New