← 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	TVWM Tower View Wealth Management Shorewood, Wisconsin	$14K	$0	1	0.01%	Maintained
2477	PLU Performa Ltd (US) Charleston, South Carolina	$13.3K	+$5.87K	1	0.01%	Increased
2478	DAC Dividend Assets Capital Ridgeland, South Carolina	$13K	$0	1	0%	Maintained
2479	PP PrairieView Partners St. Paul, Minnesota	$13K	+$7.82K	3	0%	Increased
2480	SC Sierra Capital Miami, Florida	$13K	-$199K	3	0%	Reduced
2481	OA Operose Advisors Milwaukee, Wisconsin	$12.7K	-$62.2K	1	0.01%	Reduced
2482	SIC SJS Investment Consulting Sylvania, Ohio	$11.7K	+$1.44K	4	0%	Increased
2483	PCC Park Circle Company Baltimore, Maryland	$11.7K	$0	2	0.01%	Maintained
2484	JMF Johnson Midwest Financial Glidden, Iowa	$11K	+$8.76K	1	0.04%	Increased
2485	SC Schubert & Co Mckinney, Texas	$10.8K	-$1.94K	4	0.01%	Reduced
2486	TCWA Ten Capital Wealth Advisors Spokane, Washington	$10.5K	-$33.8K	1	0%	Reduced
2487	MSCM McElhenny Sheffield Capital Management Dallas, Texas	$10.4K	+$13.4K	2	0%	New
2488	Addenda Capital Montreal, Quebec, Canada	$10.2K	+$9.89K	1	0%	New
2489	DMKJ David M. Knott Jr	$10K	$0	1	0%	Maintained
2490	RTL Red Tortoise LLC Atlanta, Georgia	$9.99K	+$10.2K	2	0.01%	New
2491	PFG Piershale Financial Group Barrington, Illinois	$9.94K	+$10.9K	1	0.01%	New
2492	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$9.7K	-$22.6K	2	0.01%	Reduced
2493	NECFA New England Capital Financial Advisors Meriden, Connecticut	$9.46K	+$9.13K	3	0.01%	New
2494	CAM Costello Asset Management Feasterville, Pennsylvania	$9.15K	-$10.8K	1	0.01%	Reduced
2495	FWA FSC Wealth Advisors Fishkill, New York	$9.02K	-$11.2K	1	0.02%	Reduced
2496	GW&K Investment Management Boston, Massachusetts	$9K	+$8.99K	1	0%	New
2497	CWA Clearview Wealth Advisors Salem, Oregon	$8.51K	-$3.5K	2	0.01%	Reduced
2498	PG Proffitt & Goodson Knoxville, Tennessee	$8.41K	$0	1	0%	Maintained
2499	CFG CKW Financial Group Honolulu, Hawaii	$8K	$0	1	0%	Maintained
2500	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$8K	$0	1	0.01%	Maintained