← 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	WAM WFA Asset Management Whitefish Bay, Wisconsin	$66K	$0	1	0.05%	Maintained
2502	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$66K	+$2.81K	3	0.06%	Increased
2503	ECM Estabrook Capital Management New York	$65.3K	$0	3	0.01%	Maintained
2504	RBF Capital San Francisco, California	$65K	$0	1	0%	Maintained
2505	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$64K	-$6.18K	3	0.01%	Reduced
2506	PEAK6 Investments Chicago, Illinois	$62.2K	-$14.1M	3	0%	Reduced
2507	CHC City Holding Co Charleston, West Virginia	$62K	-$4K	1	0.01%	Reduced
2508	DWP Destiny Wealth Partners Tavares, Florida	$62K	-$97.1K	2	0.01%	Reduced
2509	FA Fortis Advisors Wayne, Pennsylvania	$62K	$0	1	0.04%	Maintained
2510	MHR Matthew Hamilton Rosenberg	$60K	$0	1	0.02%	Maintained
2511	SMG Spectrum Management Group Indianapolis, Indiana	$59K	+$7.07K	2	0.01%	Increased
2512	AIP Ahrens Investment Partners Lafayette, Louisiana	$56K	-$5.5K	2	0.02%	Reduced
2513	BMD Better Money Decisions Santa Fe, New Mexico	$56K	+$59.9K	3	0.05%	New
2514	FMP Financial Management Professionals Austin, Texas	$56K	+$23K	4	0.01%	Increased
2515	KFS Kelly Financial Services Braintree, Massachusetts	$54.3K	+$953	3	0.03%	Increased
2516	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$53K	$0	4	0.01%	Maintained
2517	Hillsdale Investment Management Toronto, Ontario, Canada	$53K	-$65.7K	1	0%	Reduced
2518	TCWA Ten Capital Wealth Advisors Spokane, Washington	$53K	-$8.84K	2	0.02%	Reduced
2519	CB Community Bank Dewitt, New York	$52K	-$24.7K	1	0.01%	Reduced
2520	RA Rise Advisors Rochester, New York	$52K	+$4.77K	4	0.05%	Increased
2521	TAM Tucker Asset Management Littleton, Colorado	$51.2K	-$2.12K	3	0.02%	Reduced
2522	CAL Capital Advisors Ltd Shaker Heights, Ohio	$51K	+$2.13K	4	0.01%	Increased
2523	PHAM Portland Hill Asset Management London, United Kingdom	$51K	$0	1	0.07%	Maintained
2524	Country Trust Bank Bloomington, Illinois	$50K	-$2.65K	1	0%	Reduced
2525	EC Estate Counselors Thiensville, Wisconsin	$50K	$0	1	0.01%	Maintained