← 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	SB Strategic Blueprint Atlanta, Georgia	$223K	-$350K	1	0.05%	Reduced
2177	DRW Securities Chicago, Illinois	$222K	-$31.2K	1	0.01%	Reduced
2178	FNWM Financial Network Wealth Management Draper, Utah	$222K	+$22.3K	1	0.14%	Increased
2179	Meitav Investment House Bene-Beraq, Israel	$222K	-$1.13M	1	0.01%	Reduced
2180	SAM Synergy Asset Management Vancouver, Washington	$222K	-$3.78M	1	0.07%	Reduced
2181	Capital Advisors Inc Tulsa, Oklahoma	$221K	$0	1	0.01%	Maintained
2182	CCI Credit Capital Investments Livingston, New Jersey	$221K	+$232K	1	0.25%	New
2183	HCM HMS Capital Management Nashville, Tennessee	$220K	$0	1	0.09%	Maintained
2184	ACM Ashford Capital Management Wilmington, Delaware	$219K	+$258K	1	0.02%	New
2185	F F3Logic Burnsville, Minnesota	$219K	+$225K	1	0.03%	New
2186	PIP Peachtree Investment Partners Indian River Shores,, Florida	$217K	-$11.1K	1	0.12%	Reduced
2187	RCA Ranch Capital Advisors Sarasota, Florida	$217K	-$60.6K	2	0.14%	Reduced
2188	GA Greytown Advisors Miami, Florida	$216K	+$228K	1	0.11%	New
2189	HBK Investments Dallas, Texas	$216K	+$254K	1	0%	New
2190	SC Solstein Capital Menlo Park, California	$216K	+$226K	4	0.29%	New
2191	FMI F/M Investments Washington, District of Columbia	$214K	-$2.12M	1	0.17%	Reduced
2192	FAN Financial Advisors Network Tustin, California	$213K	+$10.9K	1	0.07%	Increased
2193	TIM Thompson Investment Management Madison, Wisconsin	$213K	$0	1	0.03%	Maintained
2194	AOG Alpha Omega Group Reston, Virginia	$212K	-$64.8K	1	0.23%	Reduced
2195	AIA Arbor Investment Advisors Winston Salem, North Carolina	$212K	$0	1	0.05%	Maintained
2196	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$212K	-$445	1	0.02%	Reduced
2197	CCM Compass Capital Management Minneapolis, Minnesota	$212K	$0	1	0.02%	Maintained
2198	IWA Intercontinental Wealth Advisors San Antonio, Texas	$212K	+$222K	1	0.05%	New
2199	QWM Quaker Wealth Management Moorestown, New Jersey	$212K	$0	1	0.1%	Maintained
2200	UBV United Bank (Virginia) Vienna, Virginia	$212K	-$7.12K	1	0.03%	Reduced