← 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	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$384K	-$57K	1	0.06%	Reduced
2302	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$382K	+$17.7K	1	0.24%	Increased
2303	NME Notis-McConarty Edward	$381K	$0	1	0.13%	Maintained
2304	GD Grandfield & Dodd New York	$380K	$0	1	0.02%	Maintained
2305	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$378K	+$47.3K	2	0.08%	Increased
2306	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$377K	+$30.9K	1	0.17%	Increased
2307	JWM Jeppson Wealth Management Manhattan Beach, California	$377K	+$50.3K	1	0.18%	Increased
2308	AIL AGF Investments LLC Toronto, Ontario, Canada	$373K	-$580K	1	0.03%	Reduced
2309	Capital Wealth Planning Naples, Florida	$373K	-$138K	1	0.01%	Reduced
2310	LOIM Liberty One Investment Management Libertyville, Illinois	$373K	-$27K	2	0.06%	Reduced
2311	SWM Silverlake Wealth Management Williston, Vermont	$371K	+$410K	1	0.2%	New
2312	AT Arvest Trust Bartlesville, Oklahoma	$370K	+$409K	1	0.02%	New
2313	QCIG Quad-Cities Investment Group Davenport, Iowa	$369K	$0	1	0.23%	Maintained
2314	FP Financial Perspectives Minneapolis, Minnesota	$368K	-$72.4K	4	0.17%	Reduced
2315	SXL Summit X LLC Chesterfield, Missouri	$367K	-$45.2K	1	0.09%	Reduced
2316	VC Veery Capital Wilmington, Delaware	$367K	-$71.4K	1	0.19%	Reduced
2317	WMA West Michigan Advisors Holland, Michigan	$367K	+$406K	1	0.27%	New
2318	WDL Well Done LLC Holland, Michigan	$366K	+$43.6K	1	0.07%	Increased
2319	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$362K	-$2.22M	3	0.3%	Reduced
2320	CWM Connecticut Wealth Management Farmington, Connecticut	$361K	-$59.9K	1	0.03%	Reduced
2321	MSA Marino Stram & Associates Braintree, Massachusetts	$359K	$0	1	0.11%	Maintained
2322	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$357K	-$1.93K	3	0.08%	Reduced
2323	HIF Hill Island Financial Grand Rapids, Michigan	$357K	+$395K	1	0.13%	New
2324	PFA Pathway Financial Advisors South Burlington, Vermont	$356K	+$430K	1	0.13%	New
2325	ZWJ Investment Counsel Atlanta, Georgia	$355K	$0	1	0.02%	Maintained