← 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
2301	POIA Pin Oak Investment Advisors Houston, Texas	$214K	-$354K	2	0.22%	Reduced
2302	SAM SignalPoint Asset Management Springfield, Missouri	$214K	+$202K	1	0.07%	New
2303	GSC Ground Swell Capital Folly Beach, South Carolina	$213K	+$201K	1	1.01%	New
2304	SAM Synergy Asset Management Vancouver, Washington	$213K	-$41.3K	1	0.06%	Reduced
2305	APW Austin Private Wealth Austin, Texas	$212K	+$200K	1	0.05%	New
2306	ACP Aveo Capital Partners Englewood, Colorado	$212K	+$200K	1	0.05%	New
2307	Plancorp LLC Saint Louis, Missouri	$212K	+$200K	1	0.02%	New
2308	RWA RGT Wealth Advisors Dallas, Texas	$212K	+$200K	1	0.04%	New
2309	22CM 20/20 Capital Management Costa Mesa, California	$210K	+$198K	1	0.05%	New
2310	BFC Bedel Financial Consulting Indianapolis, Indiana	$210K	-$7.99K	4	0.07%	Reduced
2311	OAM Oak Asset Management Westlake Village, California	$210K	+$198K	1	0.09%	New
2312	CMO Covenant Multifamily Offices San Antonio, Texas	$209K	+$197K	1	0.04%	New
2313	AA Apriem Advisors Irvine, California	$208K	+$196K	1	0.03%	New
2314	CWM CCG Wealth Management San Diego, California	$208K	+$196K	1	0.16%	New
2315	LPARFS Leverage Partners Absolute Return Fund SPC Cayman Islands Ky1-11111, Cayman Islands	$208K	-$4.06M	1	0.14%	Reduced
2316	PEA Pacific Edge Advisors Corona Del Mar, California	$208K	-$137K	1	0.11%	Reduced
2317	World Investment Advisors Santa Barbara, California	$208K	+$196K	1	0.05%	New
2318	BMCM Burns Matteson Capital Management Corning, New York	$208K	+$192K	1	0.16%	New
2319	Accredited Investors Edina, Minnesota	$206K	+$194K	1	0.02%	New
2320	VC Vestor Capital Chicago, Illinois	$206K	$0	2	0.02%	Maintained
2321	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$205K	+$193K	1	0.03%	New
2322	IAP Indie Asset Partners Carmel, Indiana	$205K	+$193K	1	0.17%	New
2323	AIA Group Hong Kong	$204K	-$590K	1	0.01%	Reduced
2324	AIP Almanack Investment Partners Wayne, Pennsylvania	$204K	-$111K	1	0.02%	Reduced
2325	Douglas Lane & Associates New York	$203K	+$192K	1	0%	New