← 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
2251	CA Crewe Advisors Salt Lake City, Utah	$356K	+$32.3K	2	0.07%	Increased
2252	TNA True North Advisors Dallas, Texas	$356K	-$151K	1	0.1%	Reduced
2253	ACA Atlas Capital Advisors Jackson, Wyoming	$356K	-$401K	2	0.06%	Reduced
2254	CAM Concorde Asset Management Ann Arbor, Michigan	$353K	-$1.48M	1	0.23%	Reduced
2255	KA Kozak & Associates Highlands Ranch, Colorado	$353K	$0	2	0.23%	Maintained
2256	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$352K	$0	1	0.86%	Maintained
2257	MFG Magnus Financial Group New York	$351K	+$5.81K	1	0.06%	Increased
2258	OWA Opal Wealth Advisors Jericho, New York	$351K	-$48.4K	1	0.31%	Reduced
2259	Maverick Capital Dallas, Texas	$350K	+$352K	1	0.01%	New
2260	FM Family Management New York	$349K	-$3.16M	1	0.1%	Reduced
2261	SCP Sandhill Capital Partners Buffalo, New York	$348K	-$8.96K	1	0.03%	Reduced
2262	BCM Blume Capital Management Berkeley, California	$347K	+$153K	3	0.11%	Increased
2263	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$347K	+$1.12K	1	0.72%	Increased
2264	OPOWM One Plus One Wealth Management Jupiter, Florida	$346K	$0	1	0.23%	Maintained
2265	CPA Capital Performance Advisors Walnut Creek, California	$345K	$0	1	0.2%	Maintained
2266	IWN Independent Wealth Network Urbandale, Iowa	$345K	+$21.4K	1	0.22%	Increased
2267	LAM L2 Asset Management Wayland, Massachusetts	$344K	+$56.2K	1	0.2%	Increased
2268	HFP Holistic Financial Partners Indianapolis, Indiana	$343K	-$183K	1	0.22%	Reduced
2269	RIM Redwood Investment Management Scottsdale, Arizona	$343K	-$1.97M	1	0.05%	Reduced
2270	HIF Hill Island Financial Grand Rapids, Michigan	$341K	+$43K	1	0.13%	Increased
2271	EBA Eagle Bay Advisors New York	$339K	-$365K	1	0.28%	Reduced
2272	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$339K	-$3.23K	1	0.11%	Reduced
2273	Y-Intercept (HK) Hong Kong	$336K	+$338K	1	0.08%	New
2274	PAG Powers Advisory Group Highland, Illinois	$334K	+$135K	1	0.23%	Increased
2275	RT Rockland Trust Hanover, Massachusetts	$334K	-$15.1K	1	0.02%	Reduced