← 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	TIM Thompson Investment Management Madison, Wisconsin	$273K	$0	1	0.04%	Maintained
2302	ACA Atlas Capital Advisors Jackson, Wyoming	$271K	$0	3	0.04%	Maintained
2303	AIA Arbor Investment Advisors Winston Salem, North Carolina	$271K	$0	1	0.05%	Maintained
2304	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$271K	+$254	1	0.02%	Increased
2305	CFIA Cantor Fitzgerald Investment Advisors New York	$271K	$0	1	0.02%	Maintained
2306	CWM CCG Wealth Management San Diego, California	$271K	+$37.1K	1	0.16%	Increased
2307	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$271K	+$253K	1	0.1%	New
2308	PL Parthenon LLC Louisville, Kentucky	$271K	-$203K	1	0.04%	Reduced
2309	CCC Chelsea Counsel Company Los Angeles, California	$270K	$0	1	0.12%	Maintained
2310	CHA Cooper/Haims Advisors Victor, New York	$270K	-$267K	1	0.16%	Reduced
2311	FPFS First Personal Financial Services Charlotte, North Carolina	$269K	+$15.2K	2	0.07%	Increased
2312	LWM Loveless Wealth Management Billings, Montana	$269K	+$252K	1	0.16%	New
2313	SAM Synergy Asset Management Vancouver, Washington	$269K	+$30.7K	1	0.06%	Increased
2314	SEP Southland Equity Partners Wildwood, Missouri	$269K	+$22.1K	1	0.12%	Increased
2315	JLBC J.L. Bainbridge & Co Sarasota, Florida	$268K	+$251K	1	0.03%	New
2316	FP Foundry Partners Minneapolis, Minnesota	$267K	-$47.5K	1	0.01%	Reduced
2317	SMC Smith, Moore & Co Clayton, Missouri	$267K	-$24.1K	1	0.04%	Reduced
2318	CWM Concentrum Wealth Management San Jose, California	$265K	+$269K	1	0.17%	New
2319	GWM Gray Wealth Management Bangor, Maine	$265K	+$248K	1	0.15%	New
2320	MIG McGuire Investment Group Wakefield, Rhode Island	$265K	+$269K	1	0.05%	New
2321	APW Austin Private Wealth Austin, Texas	$264K	+$26.7K	1	0.06%	Increased
2322	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$264K	+$34.3K	1	0.05%	Increased
2323	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$264K	$0	1	0.15%	Maintained
2324	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$264K	$0	1	0.23%	Maintained
2325	RCG Rock Creek Group Washington, District of Columbia	$264K	-$59.7K	1	0.04%	Reduced