← 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	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$205K	+$192K	1	0.05%	New
2427	FNB Farmers National Bank Danville, Kentucky	$204K	+$233K	1	0.08%	New
2428	Altshuler Shaham Tel Aviv, Israel	$204K	+$91.7K	1	0%	Increased
2429	Burney Company Reston, Virginia	$204K	+$191K	1	0.01%	New
2430	JAG Journey Advisory Group Covington, Kentucky	$204K	+$191K	1	0.07%	New
2431	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$204K	+$508	1	0.12%	Increased
2432	BWM BerganKDV Wealth Management Bloomington, Minnesota	$203K	+$69.2K	4	0.02%	Increased
2433	DWM Darwin Wealth Management Tampa, Florida	$203K	-$381K	1	0.03%	Reduced
2434	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$203K	+$44.6K	4	0.03%	Increased
2435	PAM Palisade Asset Management Minneapolis, Minnesota	$203K	+$190K	1	0.02%	New
2436	HR Howe & Rusling Rochester, New York	$202K	-$1.02K	2	0.03%	Reduced
2437	ACA Affinity Capital Advisors Berkeley, California	$200K	+$187K	1	0.07%	New
2438	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$200K	+$162K	2	0.02%	Increased
2439	MCM Manchester Capital Management Manchester, Vermont	$200K	+$3.96K	3	0.03%	Increased
2440	Stephens Investment Management Group Houston, Texas	$184K	$0	1	0%	Maintained
2441	TF TimeScale Financial Danvers, Massachusetts	$182K	+$9.24K	3	0.04%	Increased
2442	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$181K	+$64.9K	2	0.17%	Increased
2443	WPA West Paces Advisors Atlanta, Georgia	$178K	+$39.9K	3	0.06%	Increased
2444	EARNEST Partners Atlanta, Georgia	$177K	+$4.32K	3	0%	Increased
2445	Hillsdale Investment Management Toronto, Ontario, Canada	$177K	+$56.1K	2	0.01%	Increased
2446	WIM Westside Investment Management Santa Monica, California	$176K	+$18.4K	2	0.41%	Increased
2447	VCM Versant Capital Management Phoenix, Arizona	$174K	+$2.23K	3	0.06%	Increased
2448	CA Crewe Advisors Salt Lake City, Utah	$172K	+$14.4K	3	0.04%	Increased
2449	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$170K	$0	2	0.2%	Maintained
2450	CWP Concord Wealth Partners Abingdon, Virginia	$170K	-$138K	3	0.07%	Reduced