← 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	ZWJ Investment Counsel Atlanta, Georgia	$379K	+$111K	1	0.02%	Increased
2177	BFA Beacon Financial Advisory Cleveland, Ohio	$377K	+$1.52K	1	0.2%	Increased
2178	OWA Opal Wealth Advisors Jericho, New York	$376K	-$20.1K	1	0.36%	Reduced
2179	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$375K	+$6.05K	1	0.95%	Increased
2180	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$373K	$0	1	0.63%	Maintained
2181	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$373K	+$349K	1	0.19%	New
2182	SWMP Signature Wealth Management Partners Montvale, New Jersey	$373K	+$60.5K	1	0.34%	Increased
2183	WA Waddell & Associates Memphis, Tennessee	$373K	$0	1	0.06%	Maintained
2184	Beck Mack & Oliver New York	$371K	+$347K	1	0.01%	New
2185	FH FWG Holdings Winter Park, Florida	$370K	+$346K	1	0.32%	New
2186	SG Somerset Group Wayzata, Minnesota	$369K	$0	1	0.27%	Maintained
2187	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$368K	+$47.1K	2	0.09%	Increased
2188	CSA Cottage Street Advisors Marion, Massachusetts	$368K	-$46.2K	1	0.25%	Reduced
2189	OFS OneAscent Financial Services Birmingham, Alabama	$366K	+$356K	1	0.49%	New
2190	WCM Weik Capital Management Wyomissing, Pennsylvania	$366K	-$1.27K	1	0.15%	Reduced
2191	MA MONECO Advisors Fairfield, Connecticut	$365K	+$7.62K	1	0.14%	Increased
2192	RFA Reilly Financial Advisors La Mesa, California	$362K	+$1.55K	3	0.03%	Increased
2193	BFA Brendel Financial Advisors Hanover, New Hampshire	$361K	+$351K	1	0.43%	New
2194	RIS Retirement Income Solutions Ann Arbor, Michigan	$361K	$0	1	0.12%	Maintained
2195	LA LexAurum Advisors Overland Park, Kansas	$360K	-$25.4K	1	0.11%	Reduced
2196	CCM Consolidated Capital Management Burbank, California	$357K	$0	1	0.17%	Maintained
2197	FFG Ford Financial Group Fresno, California	$357K	$0	1	0.14%	Maintained
2198	PC Provenire Capital Eden Prairie, Minnesota	$357K	-$173K	1	1.32%	Reduced
2199	LNB Ledyard National Bank	$356K	$0	1	0.04%	Maintained
2200	&Partners Nashville, Tennessee	$356K	+$31.7K	1	0.23%	Increased