← 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	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$36K	-$5.6K	2	0.02%	Reduced
2427	ETH Exos TFP Holdings New York	$35K	+$37.8K	1	0.02%	New
2428	First Pacific Advisors El Segundo, California	$35K	$0	1	0%	Maintained
2429	WAM Worth Asset Management Dallas, Texas	$35K	-$31.3K	3	0.03%	Reduced
2430	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$34K	$0	3	0.02%	Maintained
2431	AA Addison Advisors Middlebury, Vermont	$33K	-$4.7K	1	0.02%	Reduced
2432	ODG O'Dell Group Cincinnati, Ohio	$33K	-$126K	2	0.01%	Reduced
2433	RA Rational Advisors Huntington, New York	$33K	-$1.13M	2	0%	Reduced
2434	HWP Highline Wealth Partners Sherman Oaks, California	$32.9K	+$38.8K	1	0.03%	New
2435	CA Centerpoint Advisors Needham, Massachusetts	$32K	$0	3	0.02%	Maintained
2436	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$30K	-$68.3K	0	–	Closed
2437	Cowen and Company New York	$30K	+$3.18M	1	0%	Increased
2438	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$29.4K	$0	2	0.01%	Maintained
2439	APC Aspire Private Capital Cornelius, North Carolina	$29K	$0	1	0.01%	Maintained
2440	Cohen & Steers New York	$29K	$0	1	0%	Maintained
2441	Emerald Advisers Leola, Pennsylvania	$29K	-$115K	1	0%	Reduced
2442	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$29K	+$28.3K	2	0.01%	Increased
2443	PCTC Perkins Coie Trust Company Seattle, Washington	$29K	-$12.2K	1	0.01%	Reduced
2444	TCM Tradewinds Capital Management Bellingham, Washington	$29K	+$364	3	0.01%	Increased
2445	SOW State of Wyoming Cheyenne, Wyoming	$28K	-$255K	2	0.01%	Reduced
2446	FMP Financial Management Professionals Austin, Texas	$27K	-$24.5K	4	0.01%	Reduced
2447	TC Tacita Capital Toronto, Ontario, Canada	$27K	$0	2	0.02%	Maintained
2448	HFS HBC Financial Services Seattle, Washington	$25K	-$8.48K	2	0.02%	Reduced
2449	NIC Northwest Investment Counselors Lake Oswego, Oregon	$25K	-$6.91K	3	0.01%	Reduced
2450	MG MilWealth Group Milwaukee, Wisconsin	$23.7K	$0	1	0.01%	Maintained