← 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	GD Grandfield & Dodd New York	$280K	+$4.45K	1	0.02%	Increased
2077	AIP Almanack Investment Partners Wayne, Pennsylvania	$279K	+$293K	1	0.03%	New
2078	CCM Consolidated Capital Management Burbank, California	$279K	+$445	1	0.14%	Increased
2079	FFG Ford Financial Group Fresno, California	$279K	+$293K	1	0.12%	New
2080	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$279K	+$294K	1	0.03%	New
2081	Pure Financial Advisors San Diego, California	$279K	+$44.9K	1	0.03%	Increased
2082	CIM Contravisory Investment Management Norwell, Massachusetts	$278K	-$206K	1	0.09%	Reduced
2083	LNB Ledyard National Bank	$278K	-$4.45K	1	0.03%	Reduced
2084	CTA Colonial Trust Advisors Spartanburg, South Carolina	$276K	+$44.9K	1	0.04%	Increased
2085	Klingman & Associates New York	$276K	+$290K	1	0.03%	New
2086	FRA Front Row Advisors Tiburon, California	$275K	+$11.5K	2	0.13%	Increased
2087	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$275K	-$215K	1	0.09%	Reduced
2088	JWM Jeppson Wealth Management Manhattan Beach, California	$275K	+$53K	1	0.16%	Increased
2089	MA MONECO Advisors Fairfield, Connecticut	$275K	+$289K	1	0.13%	New
2090	PP PDS Planning Dublin, Ohio	$274K	+$25.4K	1	0.08%	Increased
2091	PCA Providence Capital Advisors Charlotte, North Carolina	$274K	+$299K	2	0.1%	Increased
2092	Busey Bank Urbana, Illinois	$272K	-$11.1K	1	0.01%	Reduced
2093	PP Pegasus Partners Mequon, Wisconsin	$270K	+$49.4K	1	0.06%	Increased
2094	RGC Roberts, Glore & Co Deerfield, Illinois	$269K	+$45.4K	1	0.08%	Increased
2095	NGA Naples Global Advisors Naples, Florida	$268K	+$11.1K	1	0.04%	Increased
2096	NPA Nichols & Pratt Advisers Boston, Massachusetts	$268K	$0	1	0.02%	Maintained
2097	AWM Avondale Wealth Management West Lake Hills, Texas	$267K	+$247K	3	0.26%	Increased
2098	DF Dent & Co Baltimore, Maryland	$267K	+$30.7K	1	0%	Increased
2099	KFP KB Financial Partners Princeton, New Jersey	$267K	+$281K	2	0.11%	New
2100	TWM Triton Wealth Management Sun City, Arizona	$267K	-$6.9K	1	0.18%	Reduced