← 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	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$141K	-$66K	3	0.04%	Reduced
2302	PIMG Patriot Investment Management Group Knoxville, Tennessee	$140K	+$8.4K	1	0.01%	Increased
2303	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$139K	-$14.6K	1	0.04%	Reduced
2304	IA Inspire Advisors Meridian, Idaho	$138K	+$863	1	0.04%	Increased
2305	CCB Cutter & Co Brokerage Ballwin, Missouri	$134K	-$22K	1	0.05%	Reduced
2306	Capital Advisors Inc Tulsa, Oklahoma	$133K	-$53.5K	1	0%	Reduced
2307	BDS Banco de Sabadell Miami, Florida	$132K	$0	1	0.11%	Maintained
2308	WPA West Paces Advisors Atlanta, Georgia	$131K	-$17.6K	3	0.05%	Reduced
2309	NC Nixon Capital Austin, Texas	$130K	+$142K	1	0.09%	New
2310	SPWM Straight Path Wealth Management Jenison, Michigan	$130K	$0	1	0.12%	Maintained
2311	SWM Sugarloaf Wealth Management Duluth, Georgia	$130K	-$4.13K	3	0.03%	Reduced
2312	PA PFG Advisors Phoenix, Arizona	$129K	-$195K	1	0.01%	Reduced
2313	OIA Optimum Investment Advisors Chicago, Illinois	$124K	-$23.2K	4	0.07%	Reduced
2314	Catalyst Capital Advisors Huntington, New York	$123K	-$565K	1	0%	Reduced
2315	NIM NuWave Investment Management Parsippany, New Jersey	$123K	+$145K	1	0.14%	New
2316	EARNEST Partners Atlanta, Georgia	$120K	$0	4	0%	Maintained
2317	WB West Bancorporation West Des Moines, Iowa	$120K	-$204K	1	0.09%	Reduced
2318	FIM Fernwood Investment Management Quincy, Massachusetts	$119K	-$2.67K	1	0.05%	Reduced
2319	PGAM Princeton Global Asset Management Princeton, New Jersey	$119K	+$8.89K	1	0.04%	Increased
2320	GIA GHP Investment Advisors Denver, Colorado	$117K	+$68.2K	3	0.01%	Increased
2321	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$117K	-$323K	3	0.01%	Reduced
2322	RBC Roble Belko & Company Sewickley, Pennsylvania	$117K	$0	3	0.03%	Maintained
2323	TF TimeScale Financial Danvers, Massachusetts	$117K	+$44.9K	3	0.03%	Increased
2324	ISWM Independent Solutions Wealth Management Williamsville, New York	$116K	-$889	1	0.04%	Reduced
2325	CWM Cherrydale Wealth Management Hoboken, New Jersey	$115K	$0	1	0.11%	Maintained