← 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
2151	HWA HCR Wealth Advisors Los Angeles, California	$237K	-$817K	1	0.05%	Reduced
2152	CWA Clarity Wealth Advisors San Jose, California	$236K	$0	1	0.13%	Maintained
2153	PCM Poehling Capital Management Madison, Wisconsin	$236K	-$44.5K	1	0.08%	Reduced
2154	RWI Red Wave Investments Dillsburg, Pennsylvania	$236K	+$278K	1	0.1%	New
2155	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$235K	+$13.1K	1	0.2%	Increased
2156	LI LVZ Inc Holland, Michigan	$234K	+$45.4K	1	0.04%	Increased
2157	ER Enlightenment Research Miami, Florida	$233K	-$2.08M	1	0.28%	Reduced
2158	HWA HHM Wealth Advisors Chattanooga, Tennessee	$233K	$0	3	0.07%	Maintained
2159	PAM Premier Asset Management Chicago, Illinois	$233K	-$11.7M	1	0.04%	Reduced
2160	NCP NexWave Capital Partners New York	$232K	$0	1	0.29%	Maintained
2161	RBC Roble Belko & Company Sewickley, Pennsylvania	$232K	+$1.78K	3	0.06%	Increased
2162	JCM Janney Capital Management Pittsburgh, Pennsylvania	$230K	-$9.19M	1	0.02%	Reduced
2163	ZWJ Investment Counsel Atlanta, Georgia	$230K	-$163K	1	0.01%	Reduced
2164	LA LVW Advisors Pittsford, New York	$229K	-$73.5K	1	0.04%	Reduced
2165	SHA Seneca House Advisors Richmond, Virginia	$229K	+$241K	1	0.16%	New
2166	GAG GM Advisory Group Melville, New York	$228K	+$36K	1	0.03%	Increased
2167	WDL Well Done LLC Holland, Michigan	$228K	+$47K	1	0.05%	Increased
2168	ACM Adalta Capital Management New York	$227K	+$267K	1	0.13%	New
2169	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$227K	+$239K	1	0.06%	New
2170	SIC Samalin Investment Counsel Chappaqua, New York	$225K	-$18.9K	1	0.15%	Reduced
2171	DFA Delta Financial Advisors New Orleans, Louisiana	$224K	+$235K	1	0.1%	New
2172	NSIM North Star Investment Management Chicago, Illinois	$224K	+$54.9K	2	0.02%	Increased
2173	PRC Pearl River Capital Niles, Michigan	$224K	-$4.06M	1	0.07%	Reduced
2174	TCM Tufton Capital Management Hunt Valley, Maryland	$224K	+$236K	1	0.04%	New
2175	CFIA Cantor Fitzgerald Investment Advisors New York	$223K	$0	1	0.03%	Maintained