← 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
2076	WN Williams & Novak Westlake Village, California	$1.77M	+$11.4K	1	1.17%	Increased
2077	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$1.77M	-$174K	2	0.14%	Reduced
2078	HC Hourglass Capital Houston, Texas	$1.77M	-$93.2K	2	0.35%	Reduced
2079	UBG United Bank (Georgia) Zebulon, Georgia	$1.77M	+$29.2K	1	0.54%	Increased
2080	KIA Kraematon Investment Advisors Braintree, Massachusetts	$1.77M	-$42.5K	2	1.31%	Reduced
2081	BNA BankChampaign National Association Champaign, Illinois	$1.76M	-$65.3K	1	1.35%	Reduced
2082	BI Ballast Inc Lexington, Kentucky	$1.76M	+$601K	2	0.33%	Increased
2083	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$1.76M	-$2.13M	2	0.58%	Reduced
2084	WWA Wisconsin Wealth Advisors Sun Prairie, Wisconsin	$1.76M	+$126K	2	1.51%	Increased
2085	LWM Lionshead Wealth Management New York	$1.75M	-$11.5K	2	1.14%	Reduced
2086	WIS Wright Investors Service Shelton, Connecticut	$1.75M	-$998K	4	0.48%	Reduced
2087	Maven Securities St Helier, Jersey	$1.75M	+$1.74M	1	0.03%	New
2088	ACM Aubrey Capital Management Edinburgh, United Kingdom	$1.75M	+$2.05M	1	1.1%	New
2089	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.75M	+$388K	1	0.4%	Increased
2090	VWM VCI Wealth Management St Louis, Missouri	$1.74M	-$984K	1	0.44%	Reduced
2091	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$1.74M	-$833K	1	1.09%	Reduced
2092	EA Eclectic Associates Fullerton, California	$1.74M	+$11.9K	1	0.2%	Increased
2093	GPA Guerra Pan Advisors Montclair, New Jersey	$1.74M	-$260K	2	0.97%	Reduced
2094	MAG Mayfair Advisory Group Birmingham, Alabama	$1.74M	-$312K	1	0.52%	Reduced
2095	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$1.73M	-$798K	6	0.1%	Reduced
2096	MWM MFG Wealth Management Indianapolis, Indiana	$1.73M	-$1.03M	1	1.24%	Reduced
2097	VAS Valicenti Advisory Services Elmira, New York	$1.73M	-$26K	1	0.33%	Reduced
2098	LC Lavelle Capital San Francisco, California	$1.73M	+$904K	2	0.75%	Increased
2099	IPW Impact Partnership Wealth Marietta, Georgia	$1.73M	+$367K	2	0.17%	Increased
2100	IAAG Innovative Asset Advisors Group Shelton, Connecticut	$1.73M	-$392K	3	0.76%	Reduced