← 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	TA Trellis Advisors Ellensburg, Washington	$209K	+$177K	1	0.1%	New
2427	CRWM Castle Rock Wealth Management Walnut Creek, California	$209K	+$175K	1	0.07%	New
2428	CAC Core Alternative Capital Peachtree Corners, Georgia	$208K	+$39.4K	2	0.03%	Increased
2429	SIC Sigma Investment Counselors Northville, Michigan	$207K	+$175K	1	0.02%	New
2430	CG Corundum Group Colorado Springs, Colorado	$207K	+$194K	1	0.1%	New
2431	SN Sittner & Nelson Eugene, Oregon	$207K	+$6.08K	3	0.12%	Increased
2432	SWM SFG Wealth Management Towson, Maryland	$205K	+$173K	1	0.23%	New
2433	Sax Wealth Advisors Parsippany, New Jersey	$204K	-$117K	1	0.04%	Reduced
2434	&Partners Nashville, Tennessee	$203K	+$172K	1	0.1%	New
2435	Clifford Swan Investment Counsel Pasadena, California	$203K	+$172K	1	0.01%	New
2436	FFG Frisch Financial Group Melville, New York	$203K	+$171K	1	0.08%	New
2437	JB Capital Wethersfield, Connecticut	$203K	+$171K	1	0.02%	New
2438	WIM WealthPlan Investment Management Omaha, Nebraska	$201K	-$52.7K	2	0.03%	Reduced
2439	CCM Compton Capital Management Providence, Rhode Island	$201K	-$498K	1	0.43%	Reduced
2440	AC ASB Consultores Aventura, Florida	$200K	+$169K	1	0.08%	New
2441	TIM Thompson Investment Management Madison, Wisconsin	$200K	+$169K	1	0.03%	New
2442	HCM Hodges Capital Management Dallas, Texas	$200K	-$110K	1	0.02%	Reduced
2443	KFP KB Financial Partners Princeton, New Jersey	$200K	+$41.4K	2	0.06%	Increased
2444	JCP Jennifer C. Price	$200K	$0	1	0.06%	Maintained
2445	WP WealthPLAN Partners Omaha, Nebraska	$199K	-$56.1K	4	0.02%	Reduced
2446	CHC City Holding Co Charleston, West Virginia	$199K	-$25.5K	2	0.04%	Reduced
2447	NRD Nebula Research & Development New York	$198K	+$171K	1	0.35%	New
2448	VCP Verus Capital Partners Scottsdale, Arizona	$195K	+$21.9K	1	0.03%	Increased
2449	FCM Fairbanks Capital Management Rancho Santa Fe, California	$194K	$0	1	0.15%	Maintained
2450	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$193K	-$69K	4	0.06%	Reduced