← 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	MSA McAlister Sweet & Associates Houston, Texas	$220K	+$186K	1	0.24%	New
2402	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$220K	-$1.5M	1	0.02%	Reduced
2403	DL DOHJ LLC Seattle, Washington	$220K	+$186K	1	0.11%	New
2404	MM MQS Management New York	$219K	-$122K	1	0.14%	Reduced
2405	BM Belfer Management New York	$219K	+$185K	1	5.67%	New
2406	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$219K	+$17.1K	5	0.08%	Increased
2407	BWP Balboa Wealth Partners Scottsdale, Arizona	$219K	+$185K	1	0.08%	New
2408	WWM Windsor Wealth Management Indianapolis, Indiana	$218K	+$192K	1	0.04%	New
2409	EP EPIQ Partners Minneapolis, Minnesota	$218K	+$184K	1	0.15%	New
2410	AM Account Management Boxford, Massachusetts	$218K	+$184K	1	0.28%	New
2411	JF Joule Financial Lexington, Kentucky	$216K	+$200K	1	0.12%	New
2412	WCM WealthBridge Capital Management Westerville, Ohio	$216K	+$183K	1	0.09%	New
2413	MPW MGO Private Wealth Irvine, California	$216K	+$182K	1	0.17%	New
2414	FFA Founders Financial Alliance Raleigh, North Carolina	$214K	+$182K	1	0.11%	New
2415	GLA Good Life Advisors Reading, Pennsylvania	$213K	+$180K	1	0.03%	New
2416	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$213K	+$199K	1	0.05%	New
2417	GCP Gill Capital Partners Denver, Colorado	$213K	+$180K	1	0.1%	New
2418	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$212K	+$180K	1	0.06%	New
2419	TFM TFC Financial Management Boston, Massachusetts	$212K	+$50.5K	2	0.05%	Increased
2420	Gratus Capital Atlanta, Georgia	$211K	+$179K	1	0.02%	New
2421	NRI NFP Retirement Inc Aliso Viejo, California	$211K	+$179K	1	0.04%	New
2422	AA AlphaQ Advisors Winter Park, Florida	$211K	+$195K	1	0.18%	New
2423	DA DSC Advisors Chicago, Illinois	$211K	+$178K	1	0.18%	New
2424	CC Callan Capital La Jolla, California	$209K	+$177K	1	0.02%	New
2425	KJWM Kiley Juergens Wealth Management Olympia, Washington	$209K	+$194K	1	0.08%	New