← 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	WE Wealth Effects Boston, Massachusetts	$294K	+$325K	1	0.12%	New
2402	CWA Clarity Wealth Advisors San Jose, California	$293K	+$7.87K	1	0.14%	Increased
2403	HWA HHM Wealth Advisors Chattanooga, Tennessee	$293K	+$10.1K	4	0.07%	Increased
2404	TCM Tufton Capital Management Hunt Valley, Maryland	$292K	-$28.1K	1	0.04%	Reduced
2405	MAG MRA Advisory Group Parsippany, New Jersey	$290K	-$18K	1	0.22%	Reduced
2406	TF Tompkins Financial Ithaca, New York	$290K	-$44.9K	1	0.05%	Reduced
2407	RWM RKL Wealth Management Lancaster, Pennsylvania	$289K	$0	1	0.03%	Maintained
2408	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$289K	-$23.3K	1	0.19%	Reduced
2409	SMC Smith, Moore & Co Clayton, Missouri	$289K	+$42.1K	1	0.04%	Increased
2410	WIC Woodmont Investment Counsel Nashville, Tennessee	$289K	+$9.83K	1	0.04%	Increased
2411	Farmers & Merchants Investments Inc Lincoln, Nebraska	$288K	+$11.7K	3	0.01%	Increased
2412	FAN Financial Advisors Network Tustin, California	$287K	+$4.21K	1	0.06%	Increased
2413	FFA Founders Financial Alliance Raleigh, North Carolina	$287K	+$317K	1	0.12%	New
2414	HCP Hexagon Capital Partners Rogers, Arkansas	$287K	+$29.2K	2	0.08%	Increased
2415	WDG Wealth Dimensions Group Cincinnati, Ohio	$287K	+$317K	1	0.14%	New
2416	ANBT American National Bank & Trust Wichita Falls, Texas	$286K	+$22.5K	1	0.06%	Increased
2417	CHP Cable Hill Partners Portland, Oregon	$285K	+$64.1K	1	0.06%	Increased
2418	CFN Cordasco Financial Network Naples, Florida	$285K	-$18.5K	2	0.18%	Reduced
2419	JWM Janiczek Wealth Management Denver, Colorado	$285K	-$9.66K	3	0.09%	Reduced
2420	JF JSF Financial Los Angeles, California	$284K	-$537K	1	0.14%	Reduced
2421	RM Resource Management Metairie, Louisiana	$283K	-$507K	1	0.03%	Reduced
2422	CHA Cooper/Haims Advisors Victor, New York	$282K	$0	1	0.17%	Maintained
2423	Waverly Advisors Birmingham, Alabama	$282K	-$26.7K	1	0.02%	Reduced
2424	EP EPIQ Partners Minneapolis, Minnesota	$281K	$0	1	0.15%	Maintained
2425	AA Apriem Advisors Irvine, California	$280K	$0	1	0.04%	Maintained