← 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
2501	RIM Ranger Investment Management Dallas, Texas	$7K	$0	1	0%	Maintained
2502	SSC Syverson Strege & Co West Des Moines, Iowa	$7K	$0	1	0.01%	Maintained
2503	CTC (Chicago Trading Company) Chicago, Illinois	$6.51K	-$11.9K	1	0%	Reduced
2504	BCH Berkshire Capital Holdings San Jose, California	$6K	$0	2	0%	Maintained
2505	MIM Macroview Investment Management Bethesda, Maryland	$6K	-$3.04K	2	0.01%	Reduced
2506	FEG Financial Enhancement Group Anderson, Indiana	$5K	-$2.31K	1	0%	Reduced
2507	IWP IAG Wealth Partners Waukesha, Wisconsin	$5K	$0	1	0%	Maintained
2508	LPWM Lake Point Wealth Management Rockwall, Texas	$5K	+$4.61K	2	0%	New
2509	HWM HighMark Wealth Management St. Paul, Minnesota	$4K	-$507	1	0%	Reduced
2510	JIR James Investment Research Alpha, Ohio	$4K	$0	1	0%	Maintained
2511	RAM Riggs Asset Management Dallas, Pennsylvania	$4K	-$4.63K	1	0%	Reduced
2512	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$4K	+$507	1	0%	Increased
2513	HF Halpern Financial Ashburn, Virginia	$3.36K	$0	1	0%	Maintained
2514	CFG CKW Financial Group Honolulu, Hawaii	$3K	+$2.43K	1	0%	New
2515	DWMG DB Wealth Management Group San Diego, California	$3K	$0	1	0%	Maintained
2516	FI FormulaFolio Investments Grand Rapids, Michigan	$3K	+$2.77K	1	0%	New
2517	DI Disciplined Investments Tulsa, Oklahoma	$2K	$0	1	0%	Maintained
2518	LWA Lowe Wealth Advisors Columbia, Maryland	$2K	$0	1	0%	Maintained
2519	AIA Arcadia Investment Advisors Eagle, Idaho	$1.1K	+$1.01K	1	0%	New
2520	AFS Annapolis Financial Services Annapolis, Maryland	$1K	-$2.08K	2	0%	Reduced
2521	BCM Basso Capital Management Stamford, Connecticut	$1K	+$792	1	0%	New
2522	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	+$507	1	0.02%	New
2523	UFF USA Financial Formulas Ada, Michigan	$1K	-$781K	1	0%	Reduced
2524	3CP 3G Capital Partners New York	$0	-$7.25M	0	–	Closed
2525	6CM 683 Capital Management New York	$0	-$1.17M	0	–	Closed