← 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
2201	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$1.53M	+$209K	3	0.1%	Increased
2202	CRWM Castle Rock Wealth Management Walnut Creek, California	$1.52M	-$5.25M	1	0.3%	Reduced
2203	CWM Connecticut Wealth Management Farmington, Connecticut	$1.52M	-$21.9K	3	0.06%	Reduced
2204	LA LVW Advisors Pittsford, New York	$1.52M	-$225K	3	0.13%	Reduced
2205	BCM Boltwood Capital Management Walnut Creek, California	$1.52M	-$116K	1	0.35%	Reduced
2206	PCM Polymer Capital Management New York	$1.52M	-$62.8K	3	0.2%	Reduced
2207	FGA Fortis Group Advisors Westwood, New Jersey	$1.52M	-$1.71M	1	0.24%	Reduced
2208	FCM Firsthand Capital Management San Jose, California	$1.52M	$0	1	2.42%	Maintained
2209	BFA Beacon Financial Advisory Cleveland, Ohio	$1.51M	-$73.6K	2	0.3%	Reduced
2210	RRA Red Reef Advisors Boca Raton, Florida	$1.51M	+$141K	3	1.4%	Increased
2211	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$1.51M	-$135K	3	0.14%	Reduced
2212	ECM EMC Capital Management Houston, Texas	$1.51M	+$1.55M	1	0.6%	New
2213	WFP Worthington Financial Partners Worthington, Ohio	$1.51M	-$4.98K	2	1.25%	Reduced
2214	XF XML Financial Bethesda, Maryland	$1.51M	-$338K	2	0.11%	Reduced
2215	AIC Archer Investment Corporation Carmel, Indiana	$1.51M	+$532K	5	0.29%	Increased
2216	Ingalls & Snyder LLC New York	$1.51M	-$36.8K	2	0.04%	Reduced
2217	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$1.5M	+$806K	2	0.63%	Increased
2218	AFA AA Financial Advisors Columbus, Ohio	$1.5M	+$254K	2	0.18%	Increased
2219	DC DeDora Capital Napa, California	$1.5M	-$222K	3	0.33%	Reduced
2220	AWM Aries Wealth Management Portland, Maine	$1.5M	+$298K	2	0.29%	Increased
2221	IIL Income Insurance Ltd Singapore,	$1.5M	-$70.3K	3	0.9%	Reduced
2222	CL COWA LLC Tulsa, Oklahoma	$1.5M	+$1.29M	3	0.38%	Increased
2223	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$1.5M	-$64.4K	3	0.12%	Reduced
2224	B Birchbrook Bangor, Maine	$1.5M	+$564K	2	0.7%	Increased
2225	BWM BlackDiamond Wealth Management New York	$1.49M	+$395K	3	0.6%	Increased