← 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	CloudAlpha Capital Management Hong Kong	$263K	+$303K	1	0.08%	New
2327	VFM Vivid Financial Management Orcutt, California	$263K	-$319K	1	0.11%	Reduced
2328	1WM 1900 Wealth Management San Antonio, Texas	$261K	+$10.4K	1	0.03%	Increased
2329	SNS Financial Group Minneapolis, Minnesota	$261K	+$245K	1	0.03%	New
2330	DIP DT Investment Partners Chadds Ford, Pennsylvania	$260K	+$244K	1	0.03%	New
2331	AWM Altus Wealth Management Ft Mitchell, Kentucky	$257K	+$296K	1	0.16%	New
2332	DOA D'Orazio & Associates Falls Church, Virginia	$255K	+$72K	3	0.06%	Increased
2333	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$253K	$0	1	0.02%	Maintained
2334	BCM Basso Capital Management Stamford, Connecticut	$253K	+$250K	1	0.03%	Increased
2335	BRA Bender Robert & Associates Pasadena, California	$252K	+$245K	1	0.07%	New
2336	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$252K	+$5.84K	1	0.13%	Increased
2337	AFP Advus Financial Partners Winter Park, Florida	$251K	+$251K	1	0.14%	New
2338	Plancorp LLC Saint Louis, Missouri	$250K	+$14K	1	0.02%	Increased
2339	AIS American Investment Services Great Barrington, Massachusetts	$249K	-$605	1	0.06%	Reduced
2340	FAG Financial Advisory Group Houston, Texas	$249K	$0	1	0.06%	Maintained
2341	LC Littlejohn & Co Greenwich, Connecticut	$249K	$0	1	0.07%	Maintained
2342	PCWA Pacific Capital Wealth Advisors Corona, California	$249K	$0	1	0.08%	Maintained
2343	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$249K	$0	1	0.02%	Maintained
2344	Douglas Lane & Associates New York	$248K	+$21.3K	1	0%	Increased
2345	LBC Lowe Brockenbrough & Co Richmond, Virginia	$248K	+$232K	1	0.02%	New
2346	WFA Wellspring Financial Advisors Cleveland, Ohio	$248K	+$4.57K	1	0.07%	Increased
2347	APG Abacus Planning Group Columbia, South Carolina	$247K	-$40.9K	1	0.08%	Reduced
2348	BCM Blume Capital Management Berkeley, California	$246K	+$9.02K	3	0.09%	Increased
2349	CFS CRA Financial Services Northfield, New Jersey	$246K	$0	1	0.08%	Maintained
2350	GIA Granite Investment Advisors Concord, New Hampshire	$246K	+$230K	1	0.04%	New