← 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	Klingman & Associates New York	$255K	-$86.5K	1	0.02%	Reduced
2402	QTM qPULA Trading Management New York	$255K	+$258K	1	0.34%	New
2403	ICA Infrastructure Capital Advisors New York	$253K	+$256K	1	0.04%	New
2404	SFG Sather Financial Group Victoria, Texas	$253K	+$57.5K	1	0.02%	Increased
2405	RWM RKL Wealth Management Lancaster, Pennsylvania	$252K	+$3.92K	1	0.03%	Increased
2406	KJWM Kiley Juergens Wealth Management Olympia, Washington	$251K	-$147K	1	0.12%	Reduced
2407	LA LexAurum Advisors Overland Park, Kansas	$251K	-$18.3K	1	0.08%	Reduced
2408	SWM SFG Wealth Management Towson, Maryland	$251K	+$5.38K	1	0.24%	Increased
2409	BONH Bank of New Hampshire Laconia, New Hampshire	$250K	+$21.3K	2	0.06%	Increased
2410	1WM 1900 Wealth Management San Antonio, Texas	$249K	$0	1	0.02%	Maintained
2411	CT Coastline Trust Providence, Rhode Island	$248K	-$96.8K	1	0.03%	Reduced
2412	DAM Diamant Asset Management Ridgefield, Connecticut	$248K	+$53.8K	1	0.19%	Increased
2413	MAG MRA Advisory Group Parsippany, New Jersey	$248K	+$5.81K	1	0.19%	Increased
2414	WE Wealth Effects Boston, Massachusetts	$248K	+$3.23K	1	0.12%	Increased
2415	Waverly Advisors Birmingham, Alabama	$247K	-$42.8K	1	0.02%	Reduced
2416	Capital Advisors Inc Tulsa, Oklahoma	$246K	-$8.96K	1	0.01%	Reduced
2417	AIA Angeles Investment Advisors Santa Monica, California	$245K	-$729K	1	0.02%	Reduced
2418	CWA Clarity Wealth Advisors San Jose, California	$245K	$0	1	0.12%	Maintained
2419	EFG Everhart Financial Group Dublin, Ohio	$245K	-$143K	1	0.14%	Reduced
2420	FFG Frisch Financial Group Melville, New York	$245K	-$102K	1	0.08%	Reduced
2421	SAM Strategy Asset Managers Pasadena, California	$245K	-$140K	1	0.05%	Reduced
2422	WIC Woodmont Investment Counsel Nashville, Tennessee	$245K	+$3.01K	1	0.03%	Increased
2423	CC Callan Capital La Jolla, California	$244K	+$10.5K	1	0.03%	Increased
2424	PAG Private Advisory Group Redmond, Washington	$244K	+$62.6K	1	0.05%	Increased
2425	TCM Tufton Capital Management Hunt Valley, Maryland	$244K	$0	1	0.04%	Maintained