← 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	Modera Wealth Management Westwood, New Jersey	$381K	-$657K	1	0.02%	Reduced
2227	Pure Financial Advisors San Diego, California	$379K	+$1.12K	1	0.02%	Increased
2228	SFP Sandbox Financial Partners Bethesda, Maryland	$378K	-$2.24K	1	0.22%	Reduced
2229	OWM OneAscent Wealth Management Birmingham, Alabama	$376K	+$400K	1	0.19%	New
2230	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$376K	-$426K	1	0.09%	Reduced
2231	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$374K	$0	1	0.56%	Maintained
2232	FSA Fort Sheridan Advisors Highland Park, Illinois	$373K	$0	1	0.11%	Maintained
2233	FSA Financial Sense Advisors San Diego, California	$371K	-$82.2K	1	0.14%	Reduced
2234	PCFFS Pacific Center for Financial Services San Ramon, California	$371K	-$2.15K	1	0.13%	Reduced
2235	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$369K	+$371K	1	0.16%	New
2236	JFA JNBA Financial Advisors Bloomington, Minnesota	$368K	-$9.7K	2	0.05%	Reduced
2237	PCM Poehling Capital Management Madison, Wisconsin	$368K	+$147K	1	0.11%	Increased
2238	MWM Mattern Wealth Management Lawrence, Kansas	$366K	+$10.8K	1	0.12%	Increased
2239	Boston Trust Walden Boston, Massachusetts	$365K	$0	1	0%	Maintained
2240	BW Bison Wealth Atlanta, Georgia	$364K	-$39.8K	1	0.19%	Reduced
2241	Farmers & Merchants Investments Inc Lincoln, Nebraska	$363K	+$122K	3	0.01%	Increased
2242	KPCM Kings Point Capital Management Great Neck, New York	$363K	-$94K	2	0.03%	Reduced
2243	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$362K	+$43.3K	1	0.22%	Increased
2244	SWMP Signature Wealth Management Partners Montvale, New Jersey	$362K	+$28K	1	0.31%	Increased
2245	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$361K	+$365K	1	0.13%	New
2246	AWM AllSquare Wealth Management Albany, New York	$360K	+$84.5K	3	0.22%	Increased
2247	BOCH Blue Owl Capital Holdings New York	$360K	$0	1	0.16%	Maintained
2248	SFG Sovereign Financial Group Stamford, Connecticut	$360K	+$20.7K	1	0.13%	Increased
2249	VC Veery Capital Wilmington, Delaware	$357K	+$51K	1	0.2%	Increased
2250	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$356K	-$155K	1	0.22%	Reduced