← 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	GA Greytown Advisors Miami, Florida	$328K	-$1.31K	1	0.14%	Reduced
2352	KFP KB Financial Partners Princeton, New Jersey	$327K	+$116K	3	0.09%	Increased
2353	PIA Pinion Investment Advisors Wichita, Kansas	$327K	+$62.7K	1	0.22%	Increased
2354	AAM Arabesque Asset Management London, United Kingdom	$326K	-$4.13M	1	0.09%	Reduced
2355	FP Fiduciary Planning Englewood, Florida	$326K	-$47.8K	1	0.18%	Reduced
2356	SAM S.A. Mason Holland, Michigan	$326K	+$94.1K	2	0.2%	Increased
2357	SAM Secure Asset Management Troy, Michigan	$326K	-$72.8K	1	0.13%	Reduced
2358	NIM NuWave Investment Management Parsippany, New Jersey	$325K	+$290K	1	0.37%	Increased
2359	CBN Cadence Bank NA Houston, Texas	$324K	+$73.1K	1	0.09%	Increased
2360	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$324K	+$112K	1	0.09%	Increased
2361	ACP Aveo Capital Partners Englewood, Colorado	$323K	+$9.55K	1	0.06%	Increased
2362	FFG Ford Financial Group Fresno, California	$323K	-$12.6K	1	0.06%	Reduced
2363	LA LexAurum Advisors Overland Park, Kansas	$322K	-$16.9K	1	0.1%	Reduced
2364	GWS Glassman Wealth Services Vienna, Virginia	$321K	-$143K	3	0.06%	Reduced
2365	WC Woodstock Corp Boston, Massachusetts	$321K	-$1.97K	1	0.03%	Reduced
2366	Emerald Advisers Leola, Pennsylvania	$319K	+$87.6K	2	0.01%	Increased
2367	NAS Nicolet Advisory Services Green Bay, Wisconsin	$319K	-$143K	1	0.04%	Reduced
2368	Larson Financial Group St Louis, Missouri	$318K	+$283K	4	0.05%	Increased
2369	ACM Avalon Capital Management Port Of Redwood City, California	$317K	$0	1	0.14%	Maintained
2370	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$317K	$0	1	0.18%	Maintained
2371	WSC Wellington Shields & Co New York	$317K	+$350K	1	0.06%	New
2372	World Investment Advisors Santa Barbara, California	$316K	+$164K	1	0.07%	Increased
2373	CAWM Capital Advisors Wealth Management Yakima, Washington	$314K	+$347K	1	0.1%	New
2374	KAM Knightsbridge Asset Management Newport Beach, California	$314K	$0	1	0.1%	Maintained
2375	ACM Adalta Capital Management New York	$313K	+$62.6K	2	0.14%	Increased