← 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
2026	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$1.86M	-$375K	1	0.27%	Reduced
2027	SIA Strategic Investment Advisors Farmington Hills, Michigan	$1.86M	-$37.1K	3	0.11%	Reduced
2028	RCSA REYL & Cie S.A. Geneva, Switzerland	$1.86M	+$1.75M	1	2.14%	New
2029	HPCM Hunter Perkins Capital Management Lombard, Illinois	$1.86M	+$60K	1	0.42%	Increased
2030	WIA Wealthedge Investment Advisors New York	$1.85M	-$1.18M	2	0.63%	Reduced
2031	ICM Islay Capital Management Lubbock, Texas	$1.85M	+$167K	3	0.86%	Increased
2032	CT Caldwell Trust Venice, Florida	$1.85M	-$580K	3	0.15%	Reduced
2033	PTP Platform Technology Partners New York	$1.85M	+$129K	4	0.3%	Increased
2034	MC Mathes Company New York	$1.85M	+$727K	2	0.57%	Increased
2035	NWM Nova Wealth Management Bonita Springs, Florida	$1.85M	-$218K	3	1.02%	Reduced
2036	Signature Estate & Investment Advisors Los Angeles, California	$1.84M	+$874K	3	0.03%	Increased
2037	CAM CenterStar Asset Management Chicago, Illinois	$1.84M	+$1.99M	2	0.31%	New
2038	MAM Mainsail Asset Management Birmingham, Alabama	$1.83M	-$51K	1	0.72%	Reduced
2039	AGAM AK Global Asset Management Oakland, California	$1.83M	-$13.6K	1	1.55%	Reduced
2040	RFN RDA Financial Network Akron, Iowa	$1.83M	+$91K	2	0.4%	Increased
2041	HAM HoldCo Asset Management Fort Lauderdale, Florida	$1.83M	$0	1	0.12%	Maintained
2042	RWM Rezny Wealth Management Fort Myers, Florida	$1.82M	+$2.04M	1	0.31%	New
2043	MCM Mainstay Capital Management Grand Blanc, Michigan	$1.82M	-$80.7K	2	0.13%	Reduced
2044	GAG Goodman Advisory Group Needham, Massachusetts	$1.82M	+$1.81M	1	0.42%	New
2045	TGAM TBH Global Asset Management Brentwood, Tennessee	$1.82M	+$9.51K	2	0.33%	Increased
2046	CA Cullinan Associates Louisville, Kentucky	$1.82M	-$649K	2	0.14%	Reduced
2047	HA Harbor Advisors West Palm Beach, Florida	$1.82M	+$297K	3	0.23%	Increased
2048	DAM Draper Asset Management Smithtown, New York	$1.81M	+$780K	1	0.92%	Increased
2049	PAM PVG Asset Management Golden, Colorado	$1.81M	$0	1	1.04%	Maintained
2050	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.81M	-$956K	1	0.67%	Reduced