← 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	QTM qPULA Trading Management New York	$217K	+$203K	1	0.34%	New
2402	AIM Axiom Investment Management New York	$216K	-$271K	1	0.22%	Reduced
2403	TA Trellis Advisors Ellensburg, Washington	$216K	+$202K	1	0.11%	New
2404	WDC Woodward Diversified Capital Bakersfield, California	$216K	+$202K	1	0.14%	New
2405	AIA AIMZ Investment Advisors Los Altos, California	$215K	$0	1	0.1%	Maintained
2406	NWS Newport Wealth Strategies Irvine, California	$215K	+$201K	1	0.13%	New
2407	CF Clarity Financial Houston, Texas	$214K	-$8.89K	1	0.03%	Reduced
2408	MFS Madrona Financial Services Everett, Washington	$214K	+$201K	1	0.1%	New
2409	TWP TFO Wealth Partners Maumee, Ohio	$214K	+$190K	1	0.04%	Increased
2410	ACM Anfield Capital Management Irvine, California	$213K	-$13K	1	0.07%	Reduced
2411	TFM TFC Financial Management Boston, Massachusetts	$212K	$0	2	0.07%	Maintained
2412	T TOBAM Paris, France	$212K	+$39.1K	1	0.01%	Increased
2413	CCM Carlson Capital Management Northfield, Minnesota	$211K	+$198K	1	0.02%	New
2414	HA Herold Advisors New York	$210K	+$213K	1	0.08%	New
2415	LC Lunia Capital Dallas, Texas	$210K	+$205K	1	4.67%	New
2416	PEA Pacific Edge Advisors Corona Del Mar, California	$210K	-$19.6K	1	0.1%	Reduced
2417	DWP Destiny Wealth Partners Tavares, Florida	$209K	+$199K	2	0.04%	New
2418	GSC Ground Swell Capital Folly Beach, South Carolina	$207K	-$28.2K	1	0.89%	Reduced
2419	RWA RGT Wealth Advisors Dallas, Texas	$207K	-$26.7K	1	0.04%	Reduced
2420	BIA Bigelow Investment Advisors Portland, Maine	$206K	+$193K	1	0.1%	New
2421	CA Cornerstone Advisory Hunt Valley, Maryland	$206K	+$193K	1	0.03%	New
2422	MCM McRae Capital Management Morristown, New Jersey	$206K	$0	1	0.05%	Maintained
2423	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$206K	+$193K	1	0.05%	New
2424	BWM Baystate Wealth Management Boston, Massachusetts	$205K	+$6.84K	2	0.02%	Increased
2425	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$205K	+$192K	1	0.13%	New