← 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
2451	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$230K	+$234K	1	0.05%	New
2452	C Covestor London, United Kingdom	$229K	+$52.2K	4	0.15%	Increased
2453	HWA HHM Wealth Advisors Chattanooga, Tennessee	$229K	+$4.25K	4	0.05%	Increased
2454	LWA Lenox Wealth Advisors New York	$229K	-$47.2K	4	0.03%	Reduced
2455	MA MJP Associates Farmington, Connecticut	$229K	-$277K	1	0.06%	Reduced
2456	CIP Champlain Investment Partners Burlington, Vermont	$228K	+$28K	1	0%	Increased
2457	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$228K	$0	1	0.05%	Maintained
2458	SEP Southland Equity Partners Wildwood, Missouri	$228K	+$8.39K	1	0.09%	Increased
2459	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$227K	+$1.72K	1	0.07%	Increased
2460	TI TTP Investments San Jose, California	$227K	$0	1	0.23%	Maintained
2461	GWM Gray Wealth Management Bangor, Maine	$226K	+$10.8K	1	0.12%	Increased
2462	AIS American Investment Services Great Barrington, Massachusetts	$225K	+$1.68K	1	0.05%	Increased
2463	GTCM Gyon Technologies Capital Management Denville, New Jersey	$225K	-$1.65M	1	0.16%	Reduced
2464	OFG Oxford Financial Group Carmel, Indiana	$225K	-$478K	1	0.03%	Reduced
2465	WPA West Paces Advisors Atlanta, Georgia	$223K	+$75.7K	3	0.07%	Increased
2466	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$223K	-$48.6K	1	0.06%	Reduced
2467	CGA Crescent Grove Advisors Lake Forest, Illinois	$223K	+$52.7K	1	0.02%	Increased
2468	PCWA Pacific Capital Wealth Advisors Corona, California	$223K	$0	1	0.06%	Maintained
2469	RVPG Relative Value Partners Group	$223K	+$224K	1	0.02%	New
2470	SPP Single Point Partners Boston, Massachusetts	$223K	+$226K	1	0.06%	New
2471	Larson Financial Group St Louis, Missouri	$222K	-$35.9K	4	0.04%	Reduced
2472	LWM Loveless Wealth Management Billings, Montana	$221K	$0	1	0.12%	Maintained
2473	WCM Weik Capital Management Wyomissing, Pennsylvania	$221K	-$107K	1	0.09%	Reduced
2474	CSA Cottage Street Advisors Marion, Massachusetts	$220K	+$861	1	0.13%	Increased
2475	SPWM Straight Path Wealth Management Jenison, Michigan	$220K	+$73.4K	1	0.19%	Increased