← 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
2326	FNA First National Advisers Omaha, Nebraska	$1.28M	+$54.1K	2	0.18%	Increased
2327	TPWA TRUE Private Wealth Advisors Salem, Oregon	$1.28M	-$33.9K	2	0.11%	Reduced
2328	BFS BridgePort Financial Solutions Fairfield, Iowa	$1.27M	-$98.7K	2	0.32%	Reduced
2329	SGA Strategic Global Advisors Newport Beach, California	$1.27M	-$1.93M	1	0.18%	Reduced
2330	Cookson Peirce & Co Pittsburgh, Pennsylvania	$1.27M	-$29.6M	1	0.04%	Reduced
2331	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$1.27M	-$102K	1	0.17%	Reduced
2332	BB Bell Bank Fargo, North Dakota	$1.26M	-$833K	2	0.05%	Reduced
2333	EWM EPG Wealth Management Atlanta, Georgia	$1.26M	+$40.6K	1	0.3%	Increased
2334	TDB Thompson David Blair	$1.26M	+$581K	1	0.63%	Increased
2335	CAM Claret Asset Management Montreal, Quebec, Canada	$1.26M	+$844K	4	0.14%	Increased
2336	AP Anchyra Partners Atlanta, Georgia	$1.26M	-$87.7K	3	0.3%	Reduced
2337	SH SLT Holdings Scottsdale, Arizona	$1.25M	+$286K	2	0.78%	Increased
2338	IA IAM Advisory Easton, Pennsylvania	$1.25M	+$42.8K	1	0.24%	Increased
2339	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$1.25M	+$845K	1	0.72%	Increased
2340	DI Disciplined Investors Waco, Texas	$1.25M	+$350K	1	0.63%	Increased
2341	ESB Essex Savings Bank Essex, Connecticut	$1.25M	-$80.5K	3	0.27%	Reduced
2342	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$1.25M	+$188K	1	0.09%	Increased
2343	WR WD Rutherford Portland, Oregon	$1.25M	-$2.07M	2	0.45%	Reduced
2344	LPT Legacy Private Trust Neenah, Wisconsin	$1.25M	-$1.24M	1	0.07%	Reduced
2345	WI WrapManager Inc Mill Valley, California	$1.24M	-$341K	3	0.39%	Reduced
2346	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$1.24M	-$33.3K	2	0.28%	Reduced
2347	DM Diversified Management Milwaukee, Wisconsin	$1.24M	-$1.05M	1	0.27%	Reduced
2348	PEA Park Edge Advisors Cleveland, Ohio	$1.24M	+$611K	1	0.26%	Increased
2349	AWM Ariadne Wealth Management Santa Barbara, California	$1.24M	-$460K	1	0.55%	Reduced
2350	GWS Greykasell Wealth Strategies Danville, California	$1.24M	-$335K	3	0.45%	Reduced