← 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	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$315K	-$3.47M	1	0.15%	Reduced
2302	Confluence Wealth Services Mcmurray, Pennsylvania	$314K	-$93.7K	1	0.11%	Reduced
2303	MA MONECO Advisors Fairfield, Connecticut	$314K	+$6.67K	1	0.12%	Increased
2304	PAG Paladin Advisory Group Clive, Iowa	$314K	+$320K	2	0.26%	New
2305	CWM CCG Wealth Management San Diego, California	$313K	+$103K	1	0.15%	Increased
2306	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$312K	-$2.65M	1	0.13%	Reduced
2307	FP Financial Perspectives Minneapolis, Minnesota	$311K	+$1.08K	4	0.15%	Increased
2308	CSB City State Bank Norwalk, Iowa	$311K	+$113K	2	0.19%	Increased
2309	World Investment Advisors Santa Barbara, California	$311K	+$3.01K	1	0.06%	Increased
2310	BAM Bellevue Asset Management Bellevue, Washington	$310K	+$5.38K	3	0.19%	Increased
2311	GD Grandfield & Dodd New York	$310K	$0	1	0.02%	Maintained
2312	Journey Strategic Wealth Summit, New Jersey	$310K	+$49.3K	1	0.03%	Increased
2313	WDL Well Done LLC Holland, Michigan	$310K	+$4.52K	1	0.06%	Increased
2314	Busey Bank Urbana, Illinois	$309K	-$12.3K	1	0.01%	Reduced
2315	SFI SPC Financial Inc Rockville, Maryland	$309K	-$780K	1	0.04%	Reduced
2316	AA Apriem Advisors Irvine, California	$308K	+$75.3K	1	0.05%	Increased
2317	TF Tompkins Financial Ithaca, New York	$308K	+$65K	2	0.04%	Increased
2318	VAG VisionPoint Advisory Group Dallas, Texas	$307K	-$3.02M	1	0.14%	Reduced
2319	BFG Berger Financial Group Plymouth, Minnesota	$306K	+$106K	1	0.04%	Increased
2320	CH Canton Hathaway Providence, Rhode Island	$305K	-$953K	1	0.09%	Reduced
2321	FC Forte Capital Rochester, New York	$305K	$0	1	0.04%	Maintained
2322	GA GFS Advisors Houston, Texas	$305K	-$156K	1	0.06%	Reduced
2323	PIA Pinion Investment Advisors Wichita, Kansas	$305K	+$31.6K	1	0.21%	Increased
2324	NAS Nicolet Advisory Services Green Bay, Wisconsin	$304K	+$61.1K	1	0.04%	Increased
2325	JIC Joel Isaacson & Co New York	$303K	-$324K	1	0.02%	Reduced