← 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	BAM Bellevue Asset Management Bellevue, Washington	$206K	$0	3	0.15%	Maintained
2377	BW Bison Wealth Atlanta, Georgia	$206K	-$82K	1	0.12%	Reduced
2378	DA DCF Advisers Greenwich, Connecticut	$206K	+$221K	1	0.12%	New
2379	OWA Opal Wealth Advisors Jericho, New York	$206K	-$71.6K	1	0.14%	Reduced
2380	Klingman & Associates New York	$205K	+$7.77K	1	0.02%	Increased
2381	CHA Cooper/Haims Advisors Victor, New York	$204K	-$2.86K	1	0.13%	Reduced
2382	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$204K	+$46.3K	1	0.14%	Increased
2383	WDG Wealth Dimensions Group Cincinnati, Ohio	$204K	-$6.18K	1	0.1%	Reduced
2384	PCA Peddock Capital Advisors Braintree, Massachusetts	$203K	$0	1	0.08%	Maintained
2385	SFG Sovereign Financial Group Stamford, Connecticut	$203K	-$82.7K	1	0.08%	Reduced
2386	SIA Strategic Investment Advisors Farmington Hills, Michigan	$203K	+$218K	1	0.04%	New
2387	VCM Versant Capital Management Phoenix, Arizona	$203K	+$18.5K	5	0.07%	Increased
2388	CWM Connecticut Wealth Management Farmington, Connecticut	$202K	+$36.4K	1	0.02%	Increased
2389	GMA Glassy Mountain Advisors Bethesda, Maryland	$202K	$0	1	0.12%	Maintained
2390	FOA Five Oceans Advisors Santa Monica, California	$201K	-$3.53K	1	0.15%	Reduced
2391	OC Oakworth Capital Birmingham, Alabama	$201K	-$174K	2	0.02%	Reduced
2392	LF Lantz Financial Naperville, Illinois	$200K	-$31.6K	1	0.09%	Reduced
2393	CFN Cordasco Financial Network Naples, Florida	$199K	$0	2	0.14%	Maintained
2394	MC Meteora Capital Boca Raton, Florida	$197K	+$197K	1	0.04%	New
2395	PCG Private Capital Group West Hartford, Connecticut	$192K	-$26.1K	4	0.14%	Reduced
2396	Cornerstone Investment Partners Atlanta, Georgia	$190K	+$194K	1	0.01%	New
2397	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$186K	+$949	1	0.11%	Increased
2398	FPFS First Personal Financial Services Charlotte, North Carolina	$178K	$0	2	0.05%	Maintained
2399	HR Howe & Rusling Rochester, New York	$177K	+$52.6K	3	0.02%	Increased
2400	BONH Bank of New Hampshire Laconia, New Hampshire	$176K	-$17.7K	2	0.05%	Reduced