← 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	RWIA Roger Wittlin Investment Advisory San Francisco, California	$143K	$0	1	0.14%	Maintained
2427	Thompson Siegel & Walmsley Richmond, Virginia	$142K	$0	1	0%	Maintained
2428	EARNEST Partners Atlanta, Georgia	$140K	+$17.7K	4	0%	Increased
2429	SAM S.A. Mason Holland, Michigan	$140K	+$494	1	0.1%	Increased
2430	FCG Financial Connections Group Corte Madera, California	$139K	+$26.1K	3	0.12%	Increased
2431	Kayne Anderson Rudnick Investment Management Los Angeles, California	$138K	-$8.48K	2	0%	Reduced
2432	FIM Fernwood Investment Management Quincy, Massachusetts	$136K	-$741	1	0.06%	Reduced
2433	FCB First Command Bank Fort Worth, Texas	$131K	$0	1	0.02%	Maintained
2434	FCFS First Command Financial Services Fort Worth, Texas	$131K	$0	1	0.02%	Maintained
2435	ISWM Independent Solutions Wealth Management Williamsville, New York	$131K	-$912K	1	0.04%	Reduced
2436	CWM Cherrydale Wealth Management Hoboken, New Jersey	$128K	-$633K	1	0.12%	Reduced
2437	MCM MV Capital Management Bethesda, Maryland	$127K	+$23.9K	2	0.02%	Increased
2438	TFM TFC Financial Management Boston, Massachusetts	$127K	$0	2	0.04%	Maintained
2439	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$126K	+$3.95K	1	0.02%	Increased
2440	AWM Altus Wealth Management Ft Mitchell, Kentucky	$124K	$0	1	0.1%	Maintained
2441	CYG Clean Yield Group Norwich, Vermont	$124K	+$10.8K	2	0.05%	Increased
2442	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$124K	-$4K	1	0.09%	Reduced
2443	SN Sittner & Nelson Eugene, Oregon	$124K	+$53K	2	0.08%	Increased
2444	PGAM Princeton Global Asset Management Princeton, New Jersey	$123K	-$12.8K	1	0.04%	Reduced
2445	BIA Bell Investment Advisors Oakland, California	$122K	+$129K	5	0.04%	New
2446	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$120K	+$7.3K	3	0.04%	Increased
2447	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$118K	$0	1	0.05%	Maintained
2448	SXL Summit X LLC Chesterfield, Missouri	$117K	-$156K	1	0.03%	Reduced
2449	WWA WCG Wealth Advisors Las Vegas, Nevada	$117K	+$127K	1	0.02%	New
2450	MCM Magnolia Capital Management Cold Spring, New York	$116K	$0	1	0.11%	Maintained