← 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
2401	PO Private Ocean San Rafael, California	$89K	-$67.1K	2	0.01%	Reduced
2402	PA Perennial Advisors New York	$87K	$0	2	0.03%	Maintained
2403	Larson Financial Group St Louis, Missouri	$84K	-$16.6K	3	0.02%	Reduced
2404	SWM Selective Wealth Management Forest, Virginia	$83K	+$30.6K	2	0.07%	Increased
2405	Thompson Siegel & Walmsley Richmond, Virginia	$83K	-$5.46K	1	0%	Reduced
2406	Emerald Advisers Leola, Pennsylvania	$82K	-$329K	1	0%	Reduced
2407	BG Bollard Group Boston, Massachusetts	$81K	$0	1	0%	Maintained
2408	EIP Ellis Investment Partners Berwyn, Pennsylvania	$80K	+$14.2K	2	0.02%	Increased
2409	QVR San Francisco, California	$80K	-$82.3K	1	0.01%	Reduced
2410	PHAM Portland Hill Asset Management London, United Kingdom	$76K	$0	1	0.04%	Maintained
2411	EC Estate Counselors Thiensville, Wisconsin	$75K	$0	1	0.01%	Maintained
2412	SFP Sterling Financial Planning Sparta, New Jersey	$75K	+$2.31K	3	0.05%	Increased
2413	CWA Clearview Wealth Advisors Salem, Oregon	$74K	-$1.84K	2	0.05%	Reduced
2414	CC Corsicana & Co Corsicana, Texas	$73K	+$69.1K	1	0.05%	New
2415	Country Trust Bank Bloomington, Illinois	$73K	$0	1	0%	Maintained
2416	FCMT Founders Capital Management (Texas) Houston, Texas	$73K	$0	1	0.05%	Maintained
2417	LSV Asset Management Chicago, Illinois	$73K	-$761K	1	0%	Reduced
2418	EFMH E Fund Management (HK) Central, Hong Kong	$72K	+$62.3K	1	0.04%	New
2419	PCTC Perkins Coie Trust Company Seattle, Washington	$72K	-$7.19K	2	0.02%	Reduced
2420	SAM S.A. Mason Holland, Michigan	$72K	$0	1	0.05%	Maintained
2421	WQ Wealth Quarterback Toms River, New Jersey	$71K	+$63.8K	2	0.04%	New
2422	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$67K	+$4.63K	3	0.03%	Increased
2423	GCM Gables Capital Management Miami, Florida	$66K	$0	1	0.05%	Maintained
2424	SIS Sound Income Strategies Ft Lauderdale, Florida	$66K	-$129K	3	0.01%	Reduced
2425	TCWA Ten Capital Wealth Advisors Spokane, Washington	$66K	+$6.91K	2	0.01%	Increased