← 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	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$180K	-$22.6K	1	0.15%	Reduced
2177	ACA Atlas Capital Advisors Jackson, Wyoming	$178K	+$195K	1	0.04%	New
2178	ANBT American National Bank & Trust Wichita Falls, Texas	$178K	$0	1	0.05%	Maintained
2179	TFM TFC Financial Management Boston, Massachusetts	$174K	+$2.6K	2	0.07%	Increased
2180	HR Howe & Rusling Rochester, New York	$172K	-$12K	2	0.03%	Reduced
2181	BFC Bedel Financial Consulting Indianapolis, Indiana	$169K	+$12.2K	2	0.08%	Increased
2182	Arax Advisory Partners Denver, Colorado	$168K	+$4.14K	4	0.02%	Increased
2183	FWM Focused Wealth Management Newburgh, New York	$167K	+$4.86K	2	0.03%	Increased
2184	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$167K	$0	1	0.12%	Maintained
2185	VC Vestor Capital Chicago, Illinois	$158K	+$35.8K	2	0.02%	Increased
2186	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$157K	-$14.5K	3	0.03%	Reduced
2187	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$155K	+$169K	1	0.43%	New
2188	CWP Concord Wealth Partners Abingdon, Virginia	$152K	+$165K	2	0.12%	New
2189	Stephens Investment Management Group Houston, Texas	$151K	$0	1	0%	Maintained
2190	BCM Blume Capital Management Berkeley, California	$148K	+$9.39K	3	0.06%	Increased
2191	Capital Wealth Planning Naples, Florida	$147K	+$158K	1	0.01%	New
2192	EARNEST Partners Atlanta, Georgia	$144K	$0	3	0%	Maintained
2193	VCG Vantage Consulting Group Virginia Beach, Virginia	$143K	+$145K	3	0.01%	New
2194	ME McIlrath & Eck Arlington, Washington	$137K	+$12.4K	2	0.05%	Increased
2195	LJHT Laurie J. Hall Trustee	$136K	$0	2	0.06%	Maintained
2196	RA Resolute Advisors San Francisco, California	$136K	+$103K	1	0.08%	New
2197	JWM Janiczek Wealth Management Denver, Colorado	$134K	+$15.9K	2	0.06%	Increased
2198	EWM Endurance Wealth Management Providence, Rhode Island	$132K	$0	2	0.02%	Maintained
2199	TF TimeScale Financial Danvers, Massachusetts	$131K	+$12K	3	0.04%	Increased
2200	BWM Baystate Wealth Management Boston, Massachusetts	$130K	+$6.15K	2	0.01%	Increased