← 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	EW Enzi Wealth Austin, Texas	$214K	$0	1	0.1%	Maintained
2202	HP Hyperion Partners Berwyn, Pennsylvania	$213K	+$235K	1	0.2%	New
2203	CPA Capital Performance Advisors Walnut Creek, California	$212K	-$3.65K	1	0.12%	Reduced
2204	LOAMU Lombard Odier Asset Management (USA) New York	$212K	+$233K	1	0.01%	New
2205	RCA Resonant Capital Advisors Madison, Wisconsin	$211K	+$232K	1	0.03%	New
2206	MCF Advisors Covington, Kentucky	$211K	-$41.8K	3	0.02%	Reduced
2207	SFP Sandbox Financial Partners Bethesda, Maryland	$211K	+$1.17K	1	0.15%	Increased
2208	FP Financial Perspectives Minneapolis, Minnesota	$210K	-$235	4	0.11%	Reduced
2209	DU Delphia (USA) Toronto, Ontario, Canada	$210K	-$58.1K	1	0.24%	Reduced
2210	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$209K	-$29.9K	1	0.13%	Reduced
2211	ACA Affinity Capital Advisors Berkeley, California	$209K	+$22.3K	1	0.07%	Increased
2212	WRM Weybosset Research & Management Province, Rhode Island	$209K	$0	1	0.08%	Maintained
2213	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$209K	-$671K	1	0.13%	Reduced
2214	Journey Strategic Wealth Summit, New Jersey	$209K	+$230K	1	0.02%	New
2215	TCM Triumph Capital Management Denver, Colorado	$208K	-$209K	1	0.11%	Reduced
2216	CAAS Capital Asset Advisory Services Williamston, Michigan	$208K	-$6.28K	1	0.02%	Reduced
2217	CoreCap Advisors Southfield, Michigan	$206K	+$225K	4	0.01%	New
2218	JFA JNBA Financial Advisors Bloomington, Minnesota	$206K	-$14.6K	2	0.03%	Reduced
2219	KC Kingfisher Capital Charlotte, North Carolina	$206K	-$9.77K	1	0.05%	Reduced
2220	LSPW Lake Street Private Wealth Chicago, Illinois	$205K	-$122K	1	0.04%	Reduced
2221	SIA Strategic Investment Advisors Farmington Hills, Michigan	$205K	+$226K	1	0.04%	New
2222	RNC Capital Management Los Angeles, California	$205K	-$70.6K	1	0.01%	Reduced
2223	WWP Waypoint Wealth Partners Mill Valley, California	$205K	$0	1	0.08%	Maintained
2224	BW Bison Wealth Atlanta, Georgia	$205K	-$23.1K	1	0.07%	Reduced
2225	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$204K	+$224K	1	0.1%	New