← 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
2101	FWA FSM Wealth Advisors Cleveland, Ohio	$1.73M	-$334K	3	0.18%	Reduced
2102	WIM Wiregrass Investment Management Thomasville, Georgia	$1.73M	-$48.8K	2	1.18%	Reduced
2103	BLC Brown, Lisle/Cummings Providence, Rhode Island	$1.73M	+$13.7K	5	0.39%	Increased
2104	RB Rodgers Brothers Harmony, Pennsylvania	$1.72M	-$87.9K	2	0.17%	Reduced
2105	MCP Mirador Capital Partners Pleasanton, California	$1.72M	-$361K	2	0.21%	Reduced
2106	ALAM Asahi Life Asset Management Tokyo, Japan	$1.71M	-$826K	2	0.97%	Reduced
2107	HIP Harrell Investment Partners Austin, Texas	$1.71M	-$435K	1	0.37%	Reduced
2108	PSP Principal Street Partners Memphis, Tennessee	$1.71M	+$4.84K	3	0.25%	Increased
2109	ACM Ashford Capital Management Wilmington, Delaware	$1.7M	$0	1	0.18%	Maintained
2110	RAM Redmond Asset Management Henrico, Virginia	$1.7M	-$40.5K	2	0.43%	Reduced
2111	FC Fairscale Capital Nashua, New Hampshire	$1.7M	-$24.6K	3	1.02%	Reduced
2112	Betterment LLC New York	$1.69M	+$890K	3	0%	Increased
2113	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$1.69M	+$390K	2	0.09%	Increased
2114	ATS Ashton Thomas Securities Rochester, New York	$1.69M	-$638K	2	0.25%	Reduced
2115	AAG Accordant Advisory Group Annapolis, Maryland	$1.69M	+$1.66M	2	1.14%	Increased
2116	RPC Rossmore Private Capital Glastonbury, Connecticut	$1.69M	-$728K	3	0.14%	Reduced
2117	SBI Okasan Asset Management Tokyo, Japan	$1.68M	-$94K	1	0.06%	Reduced
2118	Sageworth Trust Lancaster, Pennsylvania	$1.68M	-$266K	1	0.07%	Reduced
2119	AIM Aspen Investment Management Grand Rapids, Michigan	$1.68M	+$115K	1	0.45%	Increased
2120	FMB Field & Main Bank Henderson, Kentucky	$1.68M	-$668K	3	0.35%	Reduced
2121	BCG BayBridge Capital Group Pleasanton, California	$1.68M	+$720K	1	0.87%	Increased
2122	CF Carlson Financial Canby, Oregon	$1.67M	-$107K	2	0.85%	Reduced
2123	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$1.67M	-$95K	1	0.6%	Reduced
2124	KCM Kathmere Capital Management Wayne, Pennsylvania	$1.67M	+$26.7K	3	0.09%	Increased
2125	HAG HF Advisory Group Annapolis, Maryland	$1.67M	+$218K	1	0.52%	Increased