← 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	AC Apogem Capital New York	$290K	+$317K	1	0.19%	New
2027	GD Grandfield & Dodd New York	$290K	$0	1	0.02%	Maintained
2028	RWA RGT Wealth Advisors Dallas, Texas	$290K	+$317K	1	0.06%	New
2029	RCA Ranch Capital Advisors Sarasota, Florida	$288K	+$78.1K	2	0.21%	Increased
2030	AOG Alpha Omega Group Reston, Virginia	$287K	+$314K	1	0.28%	New
2031	AIC Ameritas Investment Company Lincoln, Nebraska	$287K	-$903K	1	0.06%	Reduced
2032	G Gainplan Bloomfield Hills, Michigan	$287K	-$178K	1	0.15%	Reduced
2033	MP McDonald Partners Cleveland, Ohio	$286K	+$312K	1	0.08%	New
2034	HUB Investment Partners Austin, Texas	$285K	+$276K	1	0.13%	New
2035	WP WealthPLAN Partners Omaha, Nebraska	$282K	-$52.3K	1	0.02%	Reduced
2036	AP Arlington Partners Birmingham, Alabama	$281K	+$95.4K	2	0.13%	Increased
2037	NPA Nichols & Pratt Advisers Boston, Massachusetts	$281K	+$24.3K	1	0.02%	Increased
2038	YMRC Yorktown Management & Research Company Forest, Virginia	$281K	-$390K	1	0.25%	Reduced
2039	RI Ridgewood Investments Springfield, New Jersey	$279K	$0	1	0.22%	Maintained
2040	WC Woodstock Corp Boston, Massachusetts	$279K	+$263K	1	0.04%	New
2041	AIM Anchor Investment Management Columbia, South Carolina	$279K	+$68.1K	2	0.05%	Increased
2042	PCA Peddock Capital Advisors Braintree, Massachusetts	$278K	+$52.5K	2	0.14%	Increased
2043	FRA Front Row Advisors Tiburon, California	$277K	$0	2	0.14%	Maintained
2044	WPC Waters Parkerson & Co New Orleans, Louisiana	$276K	+$302K	1	0.02%	New
2045	SWMP Signature Wealth Management Partners Montvale, New Jersey	$275K	+$260K	1	0.27%	New
2046	TWM Triton Wealth Management Sun City, Arizona	$275K	+$302K	1	0.18%	New
2047	Atlantic Union Bankshares Glen Allen, Virginia	$274K	$0	1	0.03%	Maintained
2048	PWMG Prestige Wealth Management Group Flemington, New Jersey	$274K	+$53.7K	2	0.08%	Increased
2049	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$270K	+$168K	3	0.02%	Increased
2050	NGA Naples Global Advisors Naples, Florida	$270K	$0	1	0.05%	Maintained