← 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
2226	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$1.48M	-$96.2K	6	0.14%	Reduced
2227	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1.48M	+$67.2K	3	0.05%	Increased
2228	BWA Basecamp Wealth Advisors Bellevue, Washington	$1.48M	-$172K	5	0.27%	Reduced
2229	AWAP Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania	$1.48M	-$49.8K	3	0.48%	Reduced
2230	SWP Semus Wealth Partners Boca Raton, Florida	$1.48M	+$558K	3	0.71%	Increased
2231	FAM Fulcrum Asset Management London, United Kingdom	$1.47M	+$386K	3	0.15%	Increased
2232	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.47M	-$81.5K	2	0.22%	Reduced
2233	VIA Virtus Investment Advisers Hartford, Connecticut	$1.47M	+$156K	1	0.34%	Increased
2234	APW Acima Private Wealth Richmond, Virginia	$1.47M	$0	1	0.43%	Maintained
2235	PH Pinnacle Holdings Tulsa, Oklahoma	$1.47M	-$72.4K	1	0.45%	Reduced
2236	JKA Jones Kertz & Associates Blaine, Minnesota	$1.46M	-$185K	1	0.67%	Reduced
2237	EFG Elevated Financial Group Indianapolis, Indiana	$1.46M	-$5.63K	1	0.4%	Reduced
2238	FAOAI Fund Advisors of America Inc Orland, Florida	$1.45M	+$260K	2	1.32%	Increased
2239	AIC Aurora Investment Counsel Atlanta, Georgia	$1.45M	-$55.4K	1	0.75%	Reduced
2240	LCGC Legacy Capital Group California Los Gatos, California	$1.45M	-$1.02M	2	0.44%	Reduced
2241	IWA Icon Wealth Advisors Houston, Texas	$1.44M	-$513K	3	0.09%	Reduced
2242	WCM Warburton Capital Management Tulsa, Oklahoma	$1.44M	-$31.6K	1	0.59%	Reduced
2243	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$1.44M	$0	1	0.08%	Maintained
2244	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$1.44M	-$46.9K	3	0.18%	Reduced
2245	TCG Transcendent Capital Group Edmond, Oklahoma	$1.43M	+$40.2K	1	0.56%	Increased
2246	MIA MainStreet Investment Advisors Chicago, Illinois	$1.43M	+$162K	2	0.2%	Increased
2247	KWS Keystone Wealth Services Palm Desert, California	$1.43M	+$174K	1	0.27%	Increased
2248	DWM Drive Wealth Management Lehi, Utah	$1.43M	-$843K	3	0.25%	Reduced
2249	CFM Capricorn Fund Managers London, United Kingdom	$1.42M	$0	1	0.11%	Maintained
2250	PWS Proactive Wealth Strategies Marietta, Georgia	$1.42M	+$11.6K	2	0.23%	Increased