← 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
2351	EWA Eagle Wealth Advisors Westport, Connecticut	$1.24M	-$110K	2	0.94%	Reduced
2352	SWMP Signature Wealth Management Partners Montvale, New Jersey	$1.23M	-$196K	3	0.58%	Reduced
2353	BIA Beacon Investment Advisors Gaithersburg, Maryland	$1.23M	+$28.8K	1	0.39%	Increased
2354	MFG Mainsail Financial Group Bellevue, Washington	$1.23M	+$195K	1	0.42%	Increased
2355	WBC West Branch Capital Amherst, Massachusetts	$1.23M	+$17.1K	3	0.29%	Increased
2356	FMI F/M Investments Washington, District of Columbia	$1.23M	-$12.5M	3	0.06%	Reduced
2357	MLL Moody Lynn & Lieberson Boston, Massachusetts	$1.23M	-$9.53M	2	0.06%	Reduced
2358	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$1.22M	+$670K	3	0.87%	Increased
2359	NA Nautilus Advisors La Jolla, California	$1.22M	-$48.5K	2	0.72%	Reduced
2360	HTWM Hartmann Taylor Wealth Management Dallas, Texas	$1.22M	-$546	1	0.81%	Reduced
2361	Plancorp LLC Saint Louis, Missouri	$1.22M	-$426K	2	0.03%	Reduced
2362	WFI West Family Investments Carlsbad, California	$1.22M	-$426K	3	0.35%	Reduced
2363	JDLA J. Derek Lewis & Associates Newport Beach, California	$1.22M	-$112K	1	0.23%	Reduced
2364	FFA Florida Financial Advisors Tampa, Florida	$1.22M	-$398K	2	0.21%	Reduced
2365	WS Wilian Securities Vadnais Heights, Minnesota	$1.22M	+$821K	1	0.72%	Increased
2366	RAM Reflection Asset Management Isle Of Palms, South Carolina	$1.21M	-$219K	2	0.57%	Reduced
2367	APC Aspire Private Capital Cornelius, North Carolina	$1.21M	+$241K	2	0.25%	Increased
2368	IA Insight Advisors Newtown, Pennsylvania	$1.21M	-$84.6K	1	0.21%	Reduced
2369	BLAM Bourne Lent Asset Management Pawling, New York	$1.21M	+$13.6K	1	0.42%	Increased
2370	QC Quent Capital New York	$1.21M	-$254K	5	0.07%	Reduced
2371	Klingman & Associates New York	$1.2M	-$67.9K	3	0.05%	Reduced
2372	MCM MV Capital Management Bethesda, Maryland	$1.2M	-$1.35M	5	0.11%	Reduced
2373	LCA Legend Capital Advisors New York	$1.2M	-$133K	1	0.65%	Reduced
2374	Nicholas Hoffman & Company Atlanta, Georgia	$1.2M	-$70.2K	3	0.03%	Reduced
2375	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1.2M	+$200K	3	0.57%	Increased