← 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	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$243K	+$32.1K	1	0.23%	Increased
2427	NGA Naples Global Advisors Naples, Florida	$243K	-$16.1K	1	0.03%	Reduced
2428	CHA Cooper/Haims Advisors Victor, New York	$242K	$0	1	0.16%	Maintained
2429	CCB Cutter & Co Brokerage Ballwin, Missouri	$242K	+$45.4K	1	0.07%	Increased
2430	DIP DT Investment Partners Chadds Ford, Pennsylvania	$242K	+$245K	1	0.03%	New
2431	ATC Adirondack Trust Company Saratoga Springs, New York	$241K	+$37.7K	1	0.11%	Increased
2432	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$241K	-$646	1	0.17%	Reduced
2433	SIA Soltis Investment Advisors St. George, Utah	$240K	+$14.2K	1	0.03%	Increased
2434	VCM Versant Capital Management Phoenix, Arizona	$238K	+$54.3K	3	0.08%	Increased
2435	WCM Washington Capital Management Seattle, Washington	$238K	+$231K	1	0.2%	New
2436	ACM Avalon Capital Management Port Of Redwood City, California	$237K	+$21.5K	1	0.09%	Increased
2437	CA Cornerstone Advisory Hunt Valley, Maryland	$237K	-$199K	1	0.04%	Reduced
2438	FAN Financial Advisors Network Tustin, California	$237K	-$3.01K	1	0.06%	Reduced
2439	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$237K	+$45K	1	0.01%	Increased
2440	FH FWG Holdings Winter Park, Florida	$237K	-$61.6K	1	0.18%	Reduced
2441	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$236K	-$192K	1	0.02%	Reduced
2442	EP EPIQ Partners Minneapolis, Minnesota	$235K	$0	1	0.13%	Maintained
2443	ACM Ategra Capital Management Vienna, Virginia	$235K	+$7.32K	1	0.1%	Increased
2444	CA CV Advisors Aventura, Florida	$233K	$0	1	0.16%	Maintained
2445	FNWM Financial Network Wealth Management Draper, Utah	$233K	$0	1	0.12%	Maintained
2446	Laird Norton Wetherby Trust Company Seattle, Washington	$233K	+$237K	1	0.02%	New
2447	AWM Activest Wealth Management Aventure, Florida	$232K	+$156K	1	0.15%	Increased
2448	FFA Fi3 Financial Advisors Indianapolis, Indiana	$231K	+$26.7K	1	0.18%	Increased
2449	OAM Oak Asset Management Westlake Village, California	$231K	+$1.08K	1	0.09%	Increased
2450	SP Successful Portfolios Clearwater, Florida	$230K	+$29.9K	1	0.13%	Increased