← 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
2051	MLIC Mandatum Life Insurance Company Helsinki, Finland	$269K	+$205K	1	0.06%	New
2052	CCG Capital CS Group Irvine, California	$268K	+$360K	1	0.28%	New
2053	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$268K	-$4.86K	1	0.05%	Reduced
2054	TWP Treybourne Wealth Planners Greenwood, Indiana	$267K	+$292K	1	0.19%	New
2055	UIA UBP Investment Advisors Geneva, Switzerland	$267K	$0	1	0.14%	Maintained
2056	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$266K	+$25.3K	3	0.07%	Increased
2057	HI Hudock Inc Williamsport, Pennsylvania	$266K	+$138K	3	0.09%	Increased
2058	DRW Securities Chicago, Illinois	$265K	+$35.7K	1	0.01%	Increased
2059	BMCM Burns Matteson Capital Management Corning, New York	$263K	+$249K	1	0.29%	New
2060	FAM Formidable Asset Management Cincinnati, Ohio	$263K	+$54.7K	1	0.06%	Increased
2061	PP PDS Planning Dublin, Ohio	$263K	+$33.6K	1	0.09%	Increased
2062	FP Foundry Partners Minneapolis, Minnesota	$261K	-$12.6K	1	0.01%	Reduced
2063	GLA Good Life Advisors Reading, Pennsylvania	$261K	+$76.1K	1	0.06%	Increased
2064	MFS Madrona Financial Services Everett, Washington	$261K	+$285K	1	0.15%	New
2065	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$261K	+$246K	1	2.23%	New
2066	Pure Financial Advisors San Diego, California	$260K	$0	1	0.03%	Maintained
2067	OWA Opal Wealth Advisors Jericho, New York	$259K	+$283K	1	0.32%	New
2068	KW KWB Wealth Redlands, California	$258K	+$282K	1	0.05%	New
2069	CTA Colonial Trust Advisors Spartanburg, South Carolina	$257K	+$23.4K	1	0.04%	Increased
2070	UAS United Asset Strategies Garden City, New York	$257K	$0	1	0.04%	Maintained
2071	SIC Samalin Investment Counsel Chappaqua, New York	$256K	-$17.3K	1	0.19%	Reduced
2072	NCP NexWave Capital Partners New York	$255K	+$241K	1	0.4%	New
2073	SFG Sovereign Financial Group Stamford, Connecticut	$255K	+$279K	1	0.18%	New
2074	CCA Childress Capital Advisors Houston, Texas	$253K	+$262K	3	0.15%	New
2075	NAS Nicolet Advisory Services Green Bay, Wisconsin	$253K	+$29.9K	1	0.04%	Increased