← 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	AWM Avondale Wealth Management West Lake Hills, Texas	$93.7K	+$24.6K	2	0.08%	Increased
2327	VCM Versant Capital Management Phoenix, Arizona	$92.2K	-$69.5K	2	0.03%	Reduced
2328	FCG Financial Connections Group Corte Madera, California	$92K	$0	3	0.07%	Maintained
2329	CA Corrado Advisors Ramsey, New Jersey	$90.2K	+$99.2K	1	0.06%	New
2330	Kayne Anderson Rudnick Investment Management Los Angeles, California	$89.9K	$0	1	0%	Maintained
2331	BIA Bell Investment Advisors Oakland, California	$88.4K	+$2.6K	5	0.02%	Increased
2332	AWM Altus Wealth Management Ft Mitchell, Kentucky	$88K	$0	1	0.08%	Maintained
2333	CM Cornerstone Management Duluth, Georgia	$87.4K	+$87.9K	1	0.02%	New
2334	DAM Delta Asset Management Memphis, Tennessee	$87.1K	+$92K	3	0.01%	New
2335	AIP Almanack Investment Partners Wayne, Pennsylvania	$86.5K	+$31.2K	1	0.02%	Increased
2336	FAM Formidable Asset Management Cincinnati, Ohio	$86K	-$250K	1	0.02%	Reduced
2337	AWM Abound Wealth Management Franklin, Tennessee	$85.5K	+$2.32K	3	0.04%	Increased
2338	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$83.9K	-$48.6K	1	0.03%	Reduced
2339	FIM Fernwood Investment Management Quincy, Massachusetts	$83.5K	-$12.5K	1	0.03%	Reduced
2340	MCM MV Capital Management Bethesda, Maryland	$83.4K	-$12.3K	2	0.01%	Reduced
2341	VC Vestor Capital Chicago, Illinois	$83K	+$11.4K	1	0.01%	Increased
2342	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$82.9K	-$273K	3	0.03%	Reduced
2343	DIP DT Investment Partners Chadds Ford, Pennsylvania	$82.6K	-$118K	2	0.01%	Reduced
2344	GPI General Partner Inc Pittsburgh, Pennsylvania	$81.9K	+$82.5K	1	0.08%	New
2345	SC Seldon Capital San Francisco, California	$80K	-$4.88M	1	0.07%	Reduced
2346	RRA Round Rock Advisors Wilton, Connecticut	$79.7K	+$94.1K	1	0.03%	New
2347	LJHT Laurie J. Hall Trustee	$79K	$0	2	0.04%	Maintained
2348	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$79K	+$4.4K	1	0.11%	Increased
2349	RFG RFP Financial Group Atlanta, Georgia	$78.8K	+$84.6K	2	0.04%	New
2350	EBA Eagle Bay Advisors New York	$78K	-$173K	3	0.04%	Reduced