← 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
2276	ACM Ategra Capital Management Vienna, Virginia	$291K	$0	1	0.14%	Maintained
2277	Gratus Capital Atlanta, Georgia	$289K	+$293K	1	0.03%	New
2278	PFG PAX Financial Group San Antonio, Texas	$289K	+$2.54K	1	0.07%	Increased
2279	PIA Pinion Investment Advisors Wichita, Kansas	$289K	+$6.86K	1	0.23%	Increased
2280	SIA Soltis Investment Advisors St. George, Utah	$289K	+$13.2K	1	0.04%	Increased
2281	G GenTrust Miami, Florida	$288K	$0	1	0.02%	Maintained
2282	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$288K	-$12.4K	1	0.11%	Reduced
2283	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$288K	$0	1	0.09%	Maintained
2284	AGA Accuvest Global Advisors Provo, Utah	$287K	+$269K	1	0.14%	New
2285	Wealth Enhancement Advisory Services Plymouth, Minnesota	$287K	-$1.23M	1	0%	Reduced
2286	HCP Hexagon Capital Partners Rogers, Arkansas	$286K	-$25.4K	2	0.08%	Reduced
2287	TWM Triton Wealth Management Sun City, Arizona	$286K	-$25.1K	1	0.14%	Reduced
2288	FNWM Financial Network Wealth Management Draper, Utah	$284K	$0	1	0.16%	Maintained
2289	ANBT American National Bank & Trust Wichita Falls, Texas	$283K	+$35K	1	0.06%	Increased
2290	Farmers & Merchants Investments Inc Lincoln, Nebraska	$283K	+$53.6K	3	0.01%	Increased
2291	HI Hudock Inc Williamsport, Pennsylvania	$283K	+$12.7K	3	0.09%	Increased
2292	LFF Level Four Financial Dallas, Texas	$283K	+$265K	1	0.12%	New
2293	ATC Adirondack Trust Company Saratoga Springs, New York	$281K	$0	1	0.13%	Maintained
2294	CMO Covenant Multifamily Offices San Antonio, Texas	$279K	+$43.9K	1	0.05%	Increased
2295	MIA MainStreet Investment Advisors Chicago, Illinois	$278K	+$36.1K	1	0.03%	Increased
2296	RWM RKL Wealth Management Lancaster, Pennsylvania	$277K	+$605	1	0.04%	Increased
2297	ACP Aviance Capital Partners Naples, Florida	$276K	-$22.9K	1	0.05%	Reduced
2298	CBN Cadence Bank NA Houston, Texas	$276K	+$7.62K	1	0.08%	Increased
2299	ASFA All Season Financial Advisors Denver, Colorado	$275K	+$279K	1	0.22%	New
2300	BCP Berkeley Capital Partners Milton, Georgia	$274K	+$14.5K	1	0.13%	Increased