← 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
2176	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$1.56M	-$1.76M	1	0.46%	Reduced
2177	BSB Bangor Savings Bank Bangor, Maine	$1.56M	-$90.6K	4	0.11%	Reduced
2178	NC NovaPoint Capital Atlanta, Georgia	$1.56M	+$12.7K	1	0.32%	Increased
2179	WW Westshore Wealth Newport Beach, California	$1.56M	-$55.4K	1	0.48%	Reduced
2180	CVA Central Valley Advisors Sacramento, California	$1.55M	-$513K	2	0.4%	Reduced
2181	KIA KCM Investment Advisors Greenbrae, California	$1.55M	-$273K	2	0.05%	Reduced
2182	AGA Accuvest Global Advisors Provo, Utah	$1.55M	-$4.47M	2	1.34%	Reduced
2183	Confluence Wealth Services Mcmurray, Pennsylvania	$1.55M	+$345K	3	0.04%	Increased
2184	VFA Voya Financial Advisors Windsor, Connecticut	$1.55M	-$212K	2	0.14%	Reduced
2185	CWA Consilium Wealth Advisory Richardson, Texas	$1.55M	-$53.6K	2	0.46%	Reduced
2186	BP BBR Partners New York	$1.55M	-$74.8K	1	0.07%	Reduced
2187	GLR Great Lakes Retirement Sandusky, Ohio	$1.55M	+$201K	1	0.14%	Increased
2188	NL NVWM LLC Yardley, Pennsylvania	$1.55M	-$530K	3	0.31%	Reduced
2189	DE Diversified Enterprises Wilmington, Delaware	$1.55M	+$171K	3	0.07%	Increased
2190	FRM Fox Run Management Greenwich, Connecticut	$1.55M	+$1.09M	3	0.26%	Increased
2191	WSC Wellington Shields & Co New York	$1.54M	-$260K	3	0.35%	Reduced
2192	FSBI Fearless Solutions (Best Invest) San Antonio, Texas	$1.54M	+$663K	3	0.81%	Increased
2193	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$1.54M	-$10.9K	1	0.31%	Reduced
2194	CFG Carter Financial Group Barrington, Illinois	$1.54M	-$84.7K	1	0.8%	Reduced
2195	FBC Fairfield, Bush & Co Darien, Connecticut	$1.54M	+$368K	2	0.76%	Increased
2196	PL PeakShares LLC Tampa, Florida	$1.53M	-$969K	2	1.14%	Reduced
2197	TWM Tortuga Wealth Management Torrance, California	$1.53M	+$1.15M	2	1.16%	Increased
2198	IP Ignite Planners San Clemente, California	$1.53M	-$384K	1	0.21%	Reduced
2199	LWM Liberty Wealth Management Oakland, California	$1.53M	$0	2	0.19%	Maintained
2200	Capital Analysts LLC Fort Washington, Pennsylvania	$1.53M	+$435K	4	0.04%	Increased