← 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	Waverly Advisors Birmingham, Alabama	$440K	-$10.9K	1	0.04%	Reduced
2127	CCG Cloverfields Capital Group Minneapolis, Minnesota	$438K	$0	1	0.14%	Maintained
2128	Heritage Wealth Advisors Richmond, Virginia	$437K	-$17.6K	2	0.03%	Reduced
2129	First National Bank of Omaha Omaha, Nebraska	$437K	+$417K	2	0.02%	New
2130	OC Oakworth Capital Birmingham, Alabama	$437K	+$5.33K	2	0.04%	Increased
2131	LFA Legacy Financial Advisors Covington, Kentucky	$436K	+$63.7K	1	0.11%	Increased
2132	Simon Quick Advisors Morristown, New Jersey	$435K	+$15.7K	1	0.11%	Increased
2133	SXL Summit X LLC Chesterfield, Missouri	$435K	$0	1	0.11%	Maintained
2134	WPC Waters Parkerson & Co New Orleans, Louisiana	$435K	$0	1	0.03%	Maintained
2135	SC Sierra Capital Miami, Florida	$433K	$0	2	0.07%	Maintained
2136	Klingman & Associates New York	$432K	+$41.9K	1	0.04%	Increased
2137	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$428K	+$78.5K	1	0.09%	Increased
2138	GWM GSB Wealth Management Guilford, Connecticut	$428K	-$59.2K	1	0.22%	Reduced
2139	OPOWM One Plus One Wealth Management Jupiter, Florida	$428K	+$38.1K	1	0.31%	Increased
2140	CBT CoreFirst Bank & Trust Topeka, Kansas	$426K	$0	1	0.3%	Maintained
2141	CCA Cobblestone Capital Advisors Rochester, New York	$423K	-$222K	1	0.03%	Reduced
2142	KW KWB Wealth Redlands, California	$423K	$0	1	0.08%	Maintained
2143	CWM Chesapeake Wealth Management Williamsburg, Virginia	$422K	-$186K	1	0.15%	Reduced
2144	PCFFS Pacific Center for Financial Services San Ramon, California	$422K	+$359K	1	0.18%	Increased
2145	ICM Islay Capital Management Lubbock, Texas	$420K	+$29.2K	1	0.32%	Increased
2146	First Citizens Bank & Trust Raleigh, North Carolina	$419K	-$3.05K	1	0.02%	Reduced
2147	WWP Waypoint Wealth Partners Mill Valley, California	$419K	$0	1	0.16%	Maintained
2148	SAM Secure Asset Management Troy, Michigan	$418K	-$3.81K	1	0.21%	Reduced
2149	MCM Mengis Capital Management Portland, Oregon	$415K	+$2.79K	1	0.09%	Increased
2150	CAM Claret Asset Management Montreal, Quebec, Canada	$414K	+$395K	2	0.07%	New