← 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
2376	ASGS Alpha Square Group S New York	$312K	+$315K	1	0.06%	New
2377	Journey Strategic Wealth Summit, New Jersey	$312K	+$345K	1	0.03%	New
2378	PCA Peddock Capital Advisors Braintree, Massachusetts	$312K	$0	1	0.1%	Maintained
2379	WBCM Wilson & Boucher Capital Management Moraga, California	$312K	+$345K	1	0.28%	New
2380	ZF Zhang Financial Portage, Michigan	$312K	+$9.83K	1	0.06%	Increased
2381	FH FWG Holdings Winter Park, Florida	$311K	+$10.1K	1	0.23%	Increased
2382	GMA Glassy Mountain Advisors Bethesda, Maryland	$311K	+$344K	1	0.16%	New
2383	NGA Naples Global Advisors Naples, Florida	$310K	$0	1	0.04%	Maintained
2384	LCM Leisure Capital Management Costa Mesa, California	$308K	+$341K	1	0.14%	New
2385	MIP Marietta Investment Partners Milwaukee, Wisconsin	$308K	$0	1	0.07%	Maintained
2386	MA MONECO Advisors Fairfield, Connecticut	$308K	+$29.5K	1	0.12%	Increased
2387	OR Olympiad Research Stamford, Connecticut	$308K	+$311K	1	0.11%	New
2388	PCM Princeton Capital Management Red Bank, New Jersey	$306K	$0	1	0.09%	Maintained
2389	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$306K	+$13.2K	1	0.03%	Increased
2390	FC Forte Capital Rochester, New York	$305K	-$2.53K	1	0.04%	Reduced
2391	PHS Pekin Hardy Strauss Chicago, Illinois	$305K	-$531K	1	0.04%	Reduced
2392	EVC Eidelman Virant Capital Saint Louis, Missouri	$303K	+$4.21K	1	0.11%	Increased
2393	BCP Berkeley Capital Partners Milton, Georgia	$301K	+$49.7K	1	0.12%	Increased
2394	SWM Shelton Wealth Management Fort Worth, Texas	$300K	+$332K	1	0.24%	New
2395	RCG Rock Creek Group Washington, District of Columbia	$299K	+$55.6K	2	0.04%	Increased
2396	1WM 1900 Wealth Management San Antonio, Texas	$298K	+$58.7K	1	0.03%	Increased
2397	Capital Advisors Inc Tulsa, Oklahoma	$297K	-$309K	1	0.01%	Reduced
2398	DHGWA Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina	$296K	+$327K	2	0.1%	New
2399	Hillsdale Investment Management Toronto, Ontario, Canada	$294K	+$130K	2	0.02%	Increased
2400	SWM SFG Wealth Management Towson, Maryland	$294K	+$325K	1	0.26%	New