← 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
1926	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$392K	$0	1	0.62%	Maintained
1927	FA Financial Avengers Oakland, California	$392K	+$428K	1	0.32%	New
1928	IA Inspire Advisors Meridian, Idaho	$392K	+$371K	3	0.15%	New
1929	HA H2O AM London, United Kingdom	$391K	+$122K	1	0.95%	Increased
1930	MWM Mattern Wealth Management Lawrence, Kansas	$391K	+$1.22K	1	0.15%	Increased
1931	BAM Bellevue Asset Management Bellevue, Washington	$390K	+$183K	3	0.24%	Increased
1932	CWM Connecticut Wealth Management Farmington, Connecticut	$390K	$0	1	0.04%	Maintained
1933	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$388K	-$42.8K	1	0.57%	Reduced
1934	Saturna Capital Bellingham, Washington	$388K	$0	1	0.01%	Maintained
1935	WP WMS Partners Towson, Maryland	$388K	+$12.4K	1	0.07%	Increased
1936	LJAC L.J. Altfest & Co New York	$387K	+$423K	1	0.09%	New
1937	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$384K	+$39.6K	1	0.22%	Increased
1938	FWP FAS Wealth Partners Leawood, Kansas	$383K	-$4.86K	1	0.04%	Reduced
1939	DWM Darwin Wealth Management Tampa, Florida	$381K	-$3.32M	1	0.07%	Reduced
1940	CA Crumly & Associates Springfield, Illinois	$379K	+$142K	1	0.27%	Increased
1941	FAB First American Bank Dundee, Illinois	$379K	+$8.32K	1	0.03%	Increased
1942	Heritage Wealth Advisors Richmond, Virginia	$379K	+$4.94K	4	0.02%	Increased
1943	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$377K	+$412K	1	0.22%	New
1944	Vanguard Capital Wealth Advisors Denver, Colorado	$376K	+$197K	1	0.35%	New
1945	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$370K	+$404K	1	0.15%	New
1946	CCG Cloverfields Capital Group Minneapolis, Minnesota	$370K	+$354K	1	0.14%	New
1947	PWM Paulson Wealth Management Wheaton, Illinois	$370K	+$281K	1	0.22%	New
1948	T TRUADVICE Sarasota, Florida	$368K	+$399K	1	0.11%	New
1949	OC Oakworth Capital Birmingham, Alabama	$367K	$0	3	0.05%	Maintained
1950	CCA Cobblestone Capital Advisors Rochester, New York	$363K	+$10.9K	1	0.03%	Increased