← 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	Capital Advisors Inc Tulsa, Oklahoma	$114K	+$758	1	0%	Increased
2302	BWA Burt Wealth Advisors North Bethesda, Maryland	$113K	-$2.27K	1	0.04%	Reduced
2303	GWM GSB Wealth Management Guilford, Connecticut	$112K	+$132K	1	0.04%	New
2304	WPA West Paces Advisors Atlanta, Georgia	$112K	-$9.33K	3	0.04%	Reduced
2305	OIA Optimum Investment Advisors Chicago, Illinois	$110K	-$1K	3	0.06%	Reduced
2306	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$109K	+$7.44K	3	0.01%	Increased
2307	BAM Brave Asset Management Summit, New Jersey	$109K	+$129K	1	0.04%	New
2308	SPWM Straight Path Wealth Management Jenison, Michigan	$109K	+$7.58K	1	0.1%	Increased
2309	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$108K	+$128K	1	0.07%	New
2310	PA PFG Advisors Phoenix, Arizona	$106K	+$4.93K	1	0.01%	Increased
2311	MCM Manchester Capital Management Manchester, Vermont	$106K	-$99.5K	3	0.02%	Reduced
2312	BAM Byrne Asset Management Kingston, New Jersey	$104K	+$22.1K	3	0.08%	Increased
2313	KOC Koss-Olinger Consulting Gainesville, Florida	$104K	+$41.8K	1	0.02%	Increased
2314	WSC Wellington Shields & Co New York	$104K	-$36.5K	1	0.02%	Reduced
2315	EE EWG Elevate Roseville, California	$104K	+$117K	4	0.05%	New
2316	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$103K	+$2.33K	1	0.08%	Increased
2317	MPCG Matrix Private Capital Group New York	$103K	-$12.1K	1	0.07%	Reduced
2318	TFM TFC Financial Management Boston, Massachusetts	$102K	-$776	2	0.03%	Reduced
2319	WC Wexford Capital West Palm Beach, Florida	$100K	+$119K	1	0.02%	New
2320	MLA MB, Levis & Associates Center Valley, Pennsylvania	$98.2K	+$103K	4	0.08%	New
2321	IA Inspire Advisors Meridian, Idaho	$96.2K	-$14.9K	1	0.02%	Reduced
2322	CYG Clean Yield Group Norwich, Vermont	$95.5K	+$730	2	0.04%	Increased
2323	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$95K	-$110K	1	0%	Reduced
2324	PGAM Princeton Global Asset Management Princeton, New Jersey	$95K	+$876	2	0.03%	Increased
2325	T TOBAM Paris, France	$94K	$0	1	0.01%	Maintained