← 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	MWC MKD Wealth Coaches Troy, Michigan	$329K	+$308K	1	0.52%	New
2227	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$328K	+$27.4K	1	0.12%	Increased
2228	FC Forte Capital Rochester, New York	$328K	+$8.13K	1	0.04%	Increased
2229	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$327K	-$983K	5	0.04%	Reduced
2230	MAG MRA Advisory Group Parsippany, New Jersey	$327K	$0	1	0.28%	Maintained
2231	PCM Princeton Capital Management Red Bank, New Jersey	$327K	$0	1	0.1%	Maintained
2232	Arax Advisory Partners Denver, Colorado	$326K	-$141K	4	0.04%	Reduced
2233	CWM Cedar Wealth Management Walnut Creek, California	$325K	+$4.32K	2	0.14%	Increased
2234	PMFA Plante Moran Financial Advisors Southfield, Michigan	$324K	+$70.8K	3	0.07%	Increased
2235	ZF Zhang Financial Portage, Michigan	$324K	+$303K	1	0.07%	New
2236	ACM Adalta Capital Management New York	$321K	+$108K	2	0.18%	Increased
2237	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$321K	-$9.16K	3	0.17%	Reduced
2238	CFN Cordasco Financial Network Naples, Florida	$321K	-$1.78K	2	0.22%	Reduced
2239	EVC Eidelman Virant Capital Saint Louis, Missouri	$320K	-$6.35K	1	0.12%	Reduced
2240	BFC Blue Fin Capital Warren, Rhode Island	$316K	+$296K	1	0.1%	New
2241	Emerald Advisers Leola, Pennsylvania	$316K	+$239K	1	0.01%	Increased
2242	GA Greytown Advisors Miami, Florida	$316K	-$409K	1	0.14%	Reduced
2243	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$314K	+$66K	1	0.03%	Increased
2244	GC Grace Capital Quincy, Massachusetts	$311K	+$17.8K	1	0.19%	Increased
2245	JWM Janiczek Wealth Management Denver, Colorado	$310K	+$61.7K	3	0.11%	Increased
2246	WC Woodstock Corp Boston, Massachusetts	$310K	-$4.24K	1	0.04%	Reduced
2247	SFI SPC Financial Inc Rockville, Maryland	$309K	+$14K	1	0.04%	Increased
2248	CWA Clarity Wealth Advisors San Jose, California	$305K	+$2.79K	1	0.15%	Increased
2249	SMA Sage Mountain Advisors Atlanta, Georgia	$305K	+$29.5K	1	0.04%	Increased
2250	PWMG Prestige Wealth Management Group Flemington, New Jersey	$304K	+$59.2K	3	0.08%	Increased