← 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
2126	CCC Chelsea Counsel Company Los Angeles, California	$221K	-$4.13K	1	0.11%	Reduced
2127	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$221K	+$230K	2	0.11%	New
2128	LCS Levin Capital Strategies New York	$221K	$0	1	0.02%	Maintained
2129	AIS American Investment Services Great Barrington, Massachusetts	$220K	+$208K	1	0.07%	New
2130	E Ergoteles New York	$220K	+$208K	1	0.01%	New
2131	FFA Founders Financial Alliance Raleigh, North Carolina	$219K	+$153K	1	0.12%	Increased
2132	BAM Bruderman Asset Management Locust Valley, New York	$218K	+$42.3K	1	0.06%	Increased
2133	Farmers & Merchants Investments Inc Lincoln, Nebraska	$218K	+$48.6K	4	0.01%	Increased
2134	Modera Wealth Management Westwood, New Jersey	$218K	+$238K	1	0.02%	New
2135	Cannell & Spears New York	$217K	-$7.98K	1	0.02%	Reduced
2136	RWM RBA Wealth Management Newport Beach, California	$217K	+$486	1	0.13%	Increased
2137	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$216K	+$70.1K	1	0.04%	Increased
2138	SWG Summit Wealth Group White River Junction, Vermont	$215K	+$203K	1	0.13%	New
2139	WFA Wellspring Financial Advisors Cleveland, Ohio	$215K	+$235K	1	0.08%	New
2140	FAN Financial Advisors Network Tustin, California	$213K	+$6.57K	1	0.07%	Increased
2141	FNWM Financial Network Wealth Management Draper, Utah	$211K	+$230K	1	0.17%	New
2142	MIAS Mason Investment Advisory Services Reston, Virginia	$211K	+$199K	1	0.03%	New
2143	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$210K	$0	1	0.05%	Maintained
2144	Dymon Asia Capital (Singapore) Singapore	$209K	+$229K	1	0.05%	New
2145	P Palladiem Bryn Mawr, Pennsylvania	$209K	+$228K	1	0.2%	New
2146	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$208K	+$225K	2	0.21%	New
2147	First National Bank of Omaha Omaha, Nebraska	$207K	+$227K	1	0.01%	New
2148	AWP Abacus Wealth Partners Santa Monica, California	$207K	+$226K	1	0.18%	New
2149	KA Kozak & Associates Highlands Ranch, Colorado	$206K	+$182K	1	0.16%	New
2150	SL Savior LLC Wellesley Hills, Massachusetts	$206K	+$1.79K	3	0.17%	Increased