← 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	GFL Granite FO LLC Bedford, New Hampshire	$77.5K	+$72.4K	2	0.06%	New
2352	TFA Toth Financial Advisory Leesburg, Virginia	$77.4K	-$10.5K	4	0.01%	Reduced
2353	AWM Ameliora Wealth Management Zurich, Switzerland	$76.9K	+$39.1K	3	0.04%	Increased
2354	SAM S.A. Mason Holland, Michigan	$75.7K	-$12.7K	1	0.06%	Reduced
2355	ISWM Independent Solutions Wealth Management Williamsville, New York	$75.5K	-$19.3K	1	0.02%	Reduced
2356	CPA Cardiff Park Advisors Carlsbad, California	$75.3K	+$4.84K	1	0.01%	Increased
2357	MIG McGuire Investment Group Wakefield, Rhode Island	$75.2K	-$872	1	0.02%	Reduced
2358	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$74.6K	$0	1	0.04%	Maintained
2359	KIG Kessler Investment Group Columbus, Indiana	$74K	-$2K	1	0.08%	Reduced
2360	AP Arlington Partners Birmingham, Alabama	$72.2K	-$181K	2	0.01%	Reduced
2361	DWM Darwin Wealth Management Tampa, Florida	$72.1K	-$8	1	0.02%	Reduced
2362	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$71.3K	$0	1	0.03%	Maintained
2363	HWA HCR Wealth Advisors Los Angeles, California	$71.1K	$0	1	0.01%	Maintained
2364	AJ Ashburton (Jersey) St Helier, Jersey	$71K	$0	1	0.04%	Maintained
2365	CFA Capstone Financial Advisors Downers Grove, Illinois	$70.6K	-$214K	1	0.01%	Reduced
2366	GWSG GPS Wealth Strategies Group Centennial, Colorado	$70.5K	-$3.93M	1	0.02%	Reduced
2367	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$70.1K	-$7.58K	1	0.02%	Reduced
2368	Apella Capital West Hartford, Connecticut	$69.9K	-$394	1	0.01%	Reduced
2369	FBFS First Business Financial Services Madison, Wisconsin	$69K	$0	1	0.01%	Maintained
2370	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$68.7K	-$13.6K	1	0.03%	Reduced
2371	SIS Sound Income Strategies Ft Lauderdale, Florida	$68.5K	+$4.55K	4	0.01%	Increased
2372	GA GoalVest Advisory New York	$68.5K	$0	2	0.04%	Maintained
2373	BMA Brooks Moore & Associates Chattanooga, Tennessee	$67K	+$78.8K	1	0.05%	New
2374	FCB First Command Bank Fort Worth, Texas	$67K	-$35.8K	1	0.01%	Reduced
2375	FCFS First Command Financial Services Fort Worth, Texas	$67K	-$35.8K	1	0.01%	Reduced