← 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	MWP Meridian Wealth Partners Exton, Pennsylvania	$130K	+$22.7K	2	0.05%	Increased
2202	T TOBAM Paris, France	$128K	+$26K	1	0.01%	Increased
2203	VCM Versant Capital Management Phoenix, Arizona	$128K	-$486	2	0.05%	Reduced
2204	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$128K	+$132K	2	0.13%	New
2205	RWM Raffa Wealth Management Washington, District of Columbia	$127K	+$2.19K	2	0.05%	Increased
2206	WPA West Paces Advisors Atlanta, Georgia	$125K	+$894	3	0.06%	Increased
2207	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$125K	+$81.1K	3	0.08%	Increased
2208	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$125K	$0	1	0%	Maintained
2209	GC Globeflex Capital San Diego, California	$125K	-$11.5K	1	0.03%	Reduced
2210	LWM Liberty Wealth Management Oakland, California	$124K	+$2.71K	2	0.06%	Increased
2211	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$122K	+$36.5K	1	0.04%	Increased
2212	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$119K	$0	1	0.06%	Maintained
2213	LFM Lumina Fund Management New York	$118K	$0	1	0.05%	Maintained
2214	CA Centerpoint Advisors Needham, Massachusetts	$114K	+$38.2K	2	0.07%	Increased
2215	D Diversified Wilmington, Delaware	$112K	+$108K	1	0.1%	New
2216	SWM Selective Wealth Management Forest, Virginia	$112K	+$36.7K	1	0.07%	Increased
2217	CA Crewe Advisors Salt Lake City, Utah	$111K	+$1.05K	2	0.04%	Increased
2218	HRC Hoertkorn Richard Charles	$111K	$0	1	0.06%	Maintained
2219	SFG Sowa Financial Group Lincoln, Rhode Island	$111K	$0	1	0.07%	Maintained
2220	HCP Hexagon Capital Partners Rogers, Arkansas	$108K	+$48.6K	1	0.03%	Increased
2221	BWM Birchcreek Wealth Management Miami Township, Ohio	$104K	+$109K	2	0.1%	New
2222	Altshuler Shaham Tel Aviv, Israel	$101K	+$1.05K	2	0%	Increased
2223	DAM Delta Asset Management Memphis, Tennessee	$100K	$0	2	0.01%	Maintained
2224	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$100K	$0	1	0.02%	Maintained
2225	ATC Adirondack Trust Company Saratoga Springs, New York	$98K	+$4.86K	1	0.06%	Increased