← 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
2426	MDA Minot DeBlois Advisors Boston, Massachusetts	$1.12M	+$19.7K	3	0.97%	Increased
2427	CA Crumly & Associates Springfield, Illinois	$1.12M	+$74K	2	0.22%	Increased
2428	CRIG Charter Research & Investment Group Southport, Connecticut	$1.12M	-$44.8K	1	0.68%	Reduced
2429	EWM Elmwood Wealth Management Berkeley, California	$1.12M	-$49.6K	1	0.28%	Reduced
2430	WE Wealth Effects Boston, Massachusetts	$1.12M	+$579K	3	0.3%	Increased
2431	BCM Beck Capital Management Austin, Texas	$1.12M	-$45.7K	1	0.21%	Reduced
2432	FFA Founders Financial Alliance Raleigh, North Carolina	$1.12M	+$95.5K	2	0.15%	Increased
2433	ATWA Arbor Trust Wealth Advisors Ann Arbor, Michigan	$1.12M	-$397K	2	0.45%	Reduced
2434	SW StrongBox Wealth Lee's Summit, Missouri	$1.12M	+$29.3K	2	0.32%	Increased
2435	TC Trust Company Manhattan, Kansas	$1.12M	+$171K	4	0.1%	Increased
2436	SAM Sunstone Asset Management New York	$1.11M	+$317K	1	1.21%	Increased
2437	GPFA Game Plan Financial Advisors Westlake, Ohio	$1.11M	+$1.3K	2	0.41%	Increased
2438	VIP Vista Investment Partners Oklahoma City, Oklahoma	$1.11M	+$5.87K	1	0.28%	Increased
2439	KFS Kaizen Financial Strategies Campbell, California	$1.11M	-$278K	2	0.36%	Reduced
2440	WWM Walser Wealth Management Tampa, Florida	$1.11M	-$635K	2	0.46%	Reduced
2441	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$1.11M	-$232K	3	1.16%	Reduced
2442	QC Quantessence Capital New York	$1.11M	+$1.22M	2	3.26%	New
2443	AC Aristides Capital Louisville, Kentucky	$1.11M	+$98.6K	1	0.22%	Increased
2444	DCM Decatur Capital Management Decatur, Georgia	$1.1M	+$1.24M	1	0.37%	New
2445	CT Chicago Trust Grayslake, Illinois	$1.1M	+$277K	2	0.16%	Increased
2446	LRWM Lord & Richards Wealth Management Highlands Ranch, Colorado	$1.1M	+$259K	1	0.86%	Increased
2447	TAM Tealwood Asset Management Minneapolis, Minnesota	$1.1M	-$826K	1	0.42%	Reduced
2448	SHFA SS&H Financial Advisors Troy, Michigan	$1.1M	+$1.19M	3	0.28%	New
2449	OIS Okabena Investment Services Minneapolis, Minnesota	$1.1M	-$12.8K	1	0.2%	Reduced
2450	CIA CCM Investment Advisers Columbia, South Carolina	$1.1M	-$1.24M	1	0.08%	Reduced