← 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	Quantinno Capital Management New York	$252K	-$640K	1	0.27%	Reduced
2127	SFI SPC Financial Inc Rockville, Maryland	$252K	-$1.88M	1	0.03%	Reduced
2128	ACS Archford Capital Strategies Swansea, Illinois	$250K	+$296K	1	0.07%	New
2129	BWM BT Wealth Management Atlanta, Georgia	$250K	-$211K	1	0.08%	Reduced
2130	SWMP Signature Wealth Management Partners Montvale, New Jersey	$250K	$0	1	0.24%	Maintained
2131	TWP Treybourne Wealth Planners Greenwood, Indiana	$250K	-$4.67K	1	0.17%	Reduced
2132	WP WealthPLAN Partners Omaha, Nebraska	$249K	-$8.68K	1	0.02%	Reduced
2133	FP Foundry Partners Minneapolis, Minnesota	$248K	$0	1	0.01%	Maintained
2134	HI Hudock Inc Williamsport, Pennsylvania	$247K	-$8.87K	3	0.08%	Reduced
2135	MSA Marino Stram & Associates Braintree, Massachusetts	$244K	+$256K	1	0.1%	New
2136	Choreo LLC Rockford, Illinois	$242K	-$59.9K	1	0.02%	Reduced
2137	CWP Concord Wealth Partners Abingdon, Virginia	$242K	+$102K	2	0.08%	Increased
2138	DOA D'Orazio & Associates Falls Church, Virginia	$242K	+$158K	2	0.07%	Increased
2139	FCA FinTrust Capital Advisors Greenville, South Carolina	$242K	-$39K	3	0.07%	Reduced
2140	QIM Quantitative Investment Management Charlottesville, Virginia	$241K	+$234K	1	0.02%	New
2141	RF RHS Financial San Francisco, California	$241K	-$69.9K	1	0.2%	Reduced
2142	EP EPIQ Partners Minneapolis, Minnesota	$240K	-$267K	1	0.14%	Reduced
2143	SMC Smith, Moore & Co Clayton, Missouri	$240K	+$252K	1	0.04%	New
2144	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$240K	$0	1	0.08%	Maintained
2145	WP WMS Partners Towson, Maryland	$240K	-$135K	1	0.05%	Reduced
2146	RWM RKL Wealth Management Lancaster, Pennsylvania	$239K	+$252K	1	0.03%	New
2147	BW Bison Wealth Atlanta, Georgia	$238K	-$40.3K	1	0.1%	Reduced
2148	CGA Crescent Grove Advisors Lake Forest, Illinois	$238K	+$250K	1	0.03%	New
2149	MAG MRA Advisory Group Parsippany, New Jersey	$238K	-$1.34K	1	0.22%	Reduced
2150	NCM Noesis Capital Mangement Boca Raton, Florida	$238K	+$5.49K	1	0.05%	Increased