← 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
2476	EIP Ellis Investment Partners Berwyn, Pennsylvania	$12K	$0	2	0%	Maintained
2477	LF Lee Financial Dallas, Texas	$12K	-$6.87K	3	0%	Reduced
2478	MWA Moser Wealth Advisors Bellevue, Washington	$12K	+$8.78K	2	0.01%	Increased
2479	DMKJ David M. Knott Jr	$11K	$0	1	0%	Maintained
2480	IWP IAG Wealth Partners Waukesha, Wisconsin	$11K	+$9.84K	1	0%	Increased
2481	PG Proffitt & Goodson Knoxville, Tennessee	$11K	$0	1	0%	Maintained
2482	SIC SJS Investment Consulting Sylvania, Ohio	$11K	+$12.4K	4	0%	New
2483	SAM Strategic Asset Management Rochester, Minnesota	$10K	-$7.29K	2	0.02%	Reduced
2484	BCM Bourgeon Capital Management Darien, Connecticut	$9K	+$5.09K	2	0%	Increased
2485	Stonehage Fleming Financial Services St. Helier, Jersey	$9K	$0	1	0%	Maintained
2486	TC Trust Company Manhattan, Kansas	$9K	-$18.8K	1	0%	Reduced
2487	BHWM Beaird Harris Wealth Management Dallas, Texas	$8K	-$11.6K	2	0%	Reduced
2488	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$8K	+$10.2K	1	0%	New
2489	CFG CKW Financial Group Honolulu, Hawaii	$8K	$0	1	0%	Maintained
2490	DI Disciplined Investments Tulsa, Oklahoma	$8K	-$2.12K	4	0%	Reduced
2491	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$8K	+$9.01K	1	0.01%	New
2492	PP Pacifica Partners Surrey, Canada	$8K	$0	2	0.01%	Maintained
2493	DWA Delos Wealth Advisors Dallas, Texas	$7K	+$1.47K	3	0.01%	Increased
2494	MFC Mechanics Financial Corp Mansfield, Ohio	$7K	$0	1	0%	Maintained
2495	PLU Performa Ltd (US) Charleston, South Carolina	$7K	+$4.82K	1	0%	Increased
2496	PP PrairieView Partners St. Paul, Minnesota	$7K	$0	2	0%	Maintained
2497	SL Savior LLC Wellesley Hills, Massachusetts	$7K	$0	1	0.01%	Maintained
2498	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$6K	$0	1	0%	Maintained
2499	FNBOSM First National Bank of South Miami South Miami, Florida	$6K	-$4.24K	1	0%	Reduced
2500	MIM Macroview Investment Management Bethesda, Maryland	$6K	-$830	2	0.01%	Reduced