← 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	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$280K	-$29.8K	1	0.09%	Reduced
2427	CC Callan Capital La Jolla, California	$280K	+$309K	1	0.04%	New
2428	CA CV Advisors Aventura, Florida	$280K	+$309K	1	0.16%	New
2429	MPCG Matrix Private Capital Group New York	$280K	-$33.1K	1	0.13%	Reduced
2430	PWMG Prestige Wealth Management Group Flemington, New Jersey	$280K	-$9.98K	4	0.07%	Reduced
2431	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$280K	+$309K	1	0.29%	New
2432	FNWM Financial Network Wealth Management Draper, Utah	$279K	+$14K	1	0.14%	Increased
2433	OIA Optimum Investment Advisors Chicago, Illinois	$277K	+$4.42K	3	0.11%	Increased
2434	Sumitomo Mitsui Financial Group Tokyo, Japan	$277K	-$1.4M	1	0.01%	Reduced
2435	GC Grace Capital Quincy, Massachusetts	$276K	-$17.7K	1	0.16%	Reduced
2436	OAM Oak Asset Management Westlake Village, California	$275K	+$14K	1	0.11%	Increased
2437	BONH Bank of New Hampshire Laconia, New Hampshire	$273K	+$302K	1	0.07%	New
2438	ACM Ategra Capital Management Vienna, Virginia	$272K	$0	1	0.12%	Maintained
2439	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$272K	$0	1	0.06%	Maintained
2440	TI TTP Investments San Jose, California	$272K	+$301K	1	0.19%	New
2441	AWM Alterna Wealth Management Houston, Texas	$271K	+$300K	1	0.23%	New
2442	Douglas Lane & Associates New York	$271K	+$42.1K	1	0%	Increased
2443	SIA Soltis Investment Advisors St. George, Utah	$271K	+$843	1	0.04%	Increased
2444	SIC Sterling Investment Counsel Buffalo, New York	$271K	+$299K	1	0.18%	New
2445	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$270K	$0	1	0.08%	Maintained
2446	EFA Evernest Financial Advisors Carmel, Indiana	$269K	+$260K	1	0.14%	New
2447	PCM Poehling Capital Management Madison, Wisconsin	$267K	-$57K	1	0.09%	Reduced
2448	PHIC Pine Haven Investment Counsel Fairhaven, Massachusetts	$266K	+$294K	1	0.25%	New
2449	Simon Quick Advisors Morristown, New Jersey	$265K	-$158K	1	0.07%	Reduced
2450	LWM Loveless Wealth Management Billings, Montana	$264K	+$13.5K	1	0.14%	Increased