← 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	JF JSF Financial Los Angeles, California	$240K	+$203K	1	0.09%	New
2352	Pure Financial Advisors San Diego, California	$240K	-$44.4K	1	0.01%	Reduced
2353	FF Fluent Financial Dallas, Texas	$240K	-$1.23M	1	0.16%	Reduced
2354	DAM Deltec Asset Management New York	$240K	-$1.57M	1	0.06%	Reduced
2355	APG Abacus Planning Group Columbia, South Carolina	$240K	+$203K	1	0.06%	New
2356	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$240K	+$203K	1	0.17%	New
2357	SP Successful Portfolios Clearwater, Florida	$239K	+$202K	1	0.15%	New
2358	PWM Prosperity Wealth Management San Ramon, California	$238K	-$31.4K	2	0.19%	Reduced
2359	FOA Five Oceans Advisors Santa Monica, California	$238K	+$201K	1	0.15%	New
2360	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$238K	+$201K	1	0.13%	New
2361	DOA D'Orazio & Associates Falls Church, Virginia	$237K	+$201K	1	0.06%	New
2362	TWA Talisman Wealth Advisors Mountainside, New Jersey	$235K	+$199K	1	0.42%	New
2363	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$235K	$0	1	0.05%	Maintained
2364	NSIM North Star Investment Management Chicago, Illinois	$234K	-$743	3	0.02%	Reduced
2365	LA LexAurum Advisors Overland Park, Kansas	$234K	+$198K	1	0.08%	New
2366	OFS OneAscent Financial Services Birmingham, Alabama	$234K	-$17.6K	1	0.1%	Reduced
2367	FH FWG Holdings Winter Park, Florida	$233K	+$218K	1	0.17%	New
2368	Ferguson Wellman Capital Management Portland, Oregon	$233K	+$197K	1	0.01%	New
2369	Old Mission Capital Chicago, Illinois	$232K	+$200K	1	0%	New
2370	CCFP Charles Carroll Financial Partners Kingston, Massachusetts	$232K	+$218K	1	0.36%	New
2371	CSI Cross Staff Investments Pittsford, New York	$232K	+$218K	1	0.23%	New
2372	GIM Growth Interface Management Orlando, Florida	$232K	-$392K	1	0.23%	Reduced
2373	CA Cornerstone Advisory Hunt Valley, Maryland	$232K	+$196K	1	0.04%	New
2374	C Covestor London, United Kingdom	$231K	-$106K	5	0.2%	Reduced
2375	AA Apriem Advisors Irvine, California	$231K	+$195K	1	0.04%	New