← 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	OFS OneAscent Financial Services Birmingham, Alabama	$285K	+$5.89K	1	0.2%	Increased
2352	SC Seldon Capital San Francisco, California	$285K	$0	2	0.17%	Maintained
2353	SXL Summit X LLC Chesterfield, Missouri	$284K	-$21.1K	1	0.07%	Reduced
2354	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$282K	-$219K	1	0.07%	Reduced
2355	KFP KB Financial Partners Princeton, New Jersey	$282K	+$11.6K	3	0.08%	Increased
2356	RIS Retirement Income Solutions Ann Arbor, Michigan	$282K	$0	1	0.08%	Maintained
2357	CCM Consolidated Capital Management Burbank, California	$281K	+$1.72K	1	0.13%	Increased
2358	TCWM Total Clarity Wealth Management St. Charles, Illinois	$281K	-$199K	1	0.15%	Reduced
2359	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$280K	+$138K	1	0.14%	Increased
2360	PCG Private Capital Group West Hartford, Connecticut	$279K	-$11.9K	5	0.06%	Reduced
2361	ANBT American National Bank & Trust Wichita Falls, Texas	$278K	+$40K	2	0.06%	Increased
2362	SW Solidarity Wealth Lehi, Utah	$278K	+$313K	1	0.16%	New
2363	AlphaCore Capital La Jolla, California	$277K	+$280K	1	0.11%	New
2364	PWAG Polaris Wealth Advisory Group San Rafael, California	$277K	-$7.69M	1	0.02%	Reduced
2365	ZF Zhang Financial Portage, Michigan	$277K	+$16.1K	1	0.05%	Increased
2366	AR Advisory Research Chicago, Illinois	$276K	-$195K	1	0.02%	Reduced
2367	CastleKnight Management New York	$276K	+$280K	1	0.04%	New
2368	FRA Front Row Advisors Tiburon, California	$276K	$0	3	0.11%	Maintained
2369	ODG O'Dell Group Cincinnati, Ohio	$276K	+$12.9K	2	0.08%	Increased
2370	Choreo LLC Rockford, Illinois	$273K	-$212K	1	0.01%	Reduced
2371	LNB Ledyard National Bank	$273K	-$11.8K	1	0.03%	Reduced
2372	PMFA Plante Moran Financial Advisors Southfield, Michigan	$273K	-$73.7K	3	0.05%	Reduced
2373	SMA Sage Mountain Advisors Atlanta, Georgia	$273K	-$94.5K	1	0.04%	Reduced
2374	WDG Wealth Dimensions Group Cincinnati, Ohio	$270K	+$30.3K	1	0.13%	Increased
2375	HCA Heck Capital Advisors Rhinelander, Wisconsin	$268K	+$272K	1	0.05%	New