← 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	DI Diligent Investors Redlands, California	$234K	$0	1	0.09%	Maintained
2102	PP Pegasus Partners Mequon, Wisconsin	$234K	-$100K	1	0.06%	Reduced
2103	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$234K	-$4.13K	1	0.21%	Reduced
2104	SFP Strategic Financial Planning Plano, Texas	$233K	+$255K	1	0.2%	New
2105	BCM Bayesian Capital Management Brooklyn, New York	$232K	-$1.68M	1	0.06%	Reduced
2106	GAG GM Advisory Group Melville, New York	$232K	+$253K	1	0.03%	New
2107	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$232K	+$71.5K	3	0.05%	Increased
2108	UBV United Bank (Virginia) Vienna, Virginia	$230K	-$1.95K	1	0.03%	Reduced
2109	NWS Newport Wealth Strategies Irvine, California	$229K	$0	1	0.17%	Maintained
2110	TWM Titus Wealth Management Larskpur, California	$228K	-$5.2K	1	0.14%	Reduced
2111	FHC First Heartland Consultants Lake St. Louis, Missouri	$225K	+$245K	1	0.04%	New
2112	IAP Indie Asset Partners Carmel, Indiana	$225K	-$46.2K	1	0.26%	Reduced
2113	MFP Meridian Financial Partners Warrenton, Virginia	$225K	+$245K	1	0.17%	New
2114	CCM Cohen Capital Management Corte Madera, California	$224K	+$24.3K	1	0.04%	Increased
2115	CFN Cordasco Financial Network Naples, Florida	$224K	-$50.6K	2	0.18%	Reduced
2116	AIA Arbor Investment Advisors Winston Salem, North Carolina	$223K	$0	1	0.05%	Maintained
2117	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$223K	+$730	1	0.02%	Increased
2118	CFIA Cantor Fitzgerald Investment Advisors New York	$223K	+$243K	1	0.03%	New
2119	CCM Compass Capital Management Minneapolis, Minnesota	$223K	$0	1	0.02%	Maintained
2120	DA DCF Advisers Greenwich, Connecticut	$223K	+$243K	1	0.09%	New
2121	ICA Infrastructure Capital Advisors New York	$223K	+$243K	1	0.07%	New
2122	QWM Quaker Wealth Management Moorestown, New Jersey	$223K	+$243K	1	0.12%	New
2123	TIM Thompson Investment Management Madison, Wisconsin	$223K	$0	1	0.04%	Maintained
2124	WIC Woodmont Investment Counsel Nashville, Tennessee	$223K	$0	1	0.04%	Maintained
2125	CWA Capital Wealth Alliance Scottsdale, Arizona	$221K	+$229K	1	0.16%	New