← 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	Benjamin Edwards Inc Clayton, Missouri	$79K	+$30K	2	0.05%	Increased
2502	WIA Wealthstreet Investment Advisors Dallas, Texas	$79K	-$267K	1	2.18%	Reduced
2503	E Ergoteles New York	$77K	-$35.9M	1	0%	Reduced
2504	WQ Wealth Quarterback Toms River, New Jersey	$77K	+$4.83K	2	0.05%	Increased
2505	SIS Sound Income Strategies Ft Lauderdale, Florida	$76K	+$4.05K	3	0.01%	Increased
2506	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$75K	-$180K	2	0.03%	Reduced
2507	Cohen & Steers New York	$74K	-$40.1K	1	0%	Reduced
2508	TIM Tortoise Investment Management White Plains, New York	$74K	$0	2	0.02%	Maintained
2509	TI Truehand Inc Strafford, New Hampshire	$73K	$0	1	0.04%	Maintained
2510	Larson Financial Group St Louis, Missouri	$72K	-$16K	3	0.01%	Reduced
2511	AWM Activest Wealth Management Aventure, Florida	$71K	+$8.51K	1	0.05%	Increased
2512	TVWM Tower View Wealth Management Shorewood, Wisconsin	$71K	+$3.3K	1	0.04%	Increased
2513	SN Sittner & Nelson Eugene, Oregon	$70K	+$8.54K	2	0.05%	Increased
2514	RWM Raffa Wealth Management Washington, District of Columbia	$69.2K	+$3.72K	4	0.02%	Increased
2515	NIM NuWave Investment Management Parsippany, New Jersey	$69K	+$67.2K	1	0.08%	New
2516	TI Telemetry Investments New York	$67K	+$72.4K	1	0.09%	New
2517	TCWA Ten Capital Wealth Advisors Spokane, Washington	$67K	-$3.3K	2	0.03%	Reduced
2518	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$64K	+$17.8K	2	0.01%	Increased
2519	LAS Lloyd Advisory Services Suwanee, Georgia	$63K	+$24.8K	1	0.03%	Increased
2520	KFS Kelly Financial Services Braintree, Massachusetts	$62.6K	+$9.5K	3	0.04%	Increased
2521	VCM Vigilant Capital Management Portland, Maine	$61K	$0	1	0%	Maintained
2522	HFS HBC Financial Services Seattle, Washington	$58K	-$1.27K	2	0.04%	Reduced
2523	NR Newfound Research Wellesley Hills, Massachusetts	$57K	+$10.3K	1	0.09%	Increased
2524	GFPC Global Financial Private Client Sarasota, Florida	$56.3K	-$173K	3	0.03%	Reduced
2525	APC Aspire Private Capital Cornelius, North Carolina	$54K	$0	1	0.02%	Maintained