← 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
2526	TCM TD Capital Management Memphis, Tennessee	$3K	+$3.39K	1	0%	New
2527	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$3K	$0	1	0%	Maintained
2528	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$2K	-$1K	1	0%	Reduced
2529	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$2K	+$901	2	0%	Increased
2530	HS Horan Securities Cincinnati, United States	$2K	$0	3	0%	Maintained
2531	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$1.54K	+$1.8K	1	0%	New
2532	PP PFS Partners Mine Hill, New Jersey	$1.26K	$0	1	0%	Maintained
2533	AW Avion Wealth The Woodlands, Texas	$1K	-$10.5K	1	0%	Reduced
2534	CMANY Capital Management Associates (New York) New York	$1K	-$659K	1	0%	Reduced
2535	DSC Duncker Streett & Co St. Louis, Missouri	$1K	$0	1	0%	Maintained
2536	JIR James Investment Research Alpha, Ohio	$1K	$0	1	0%	Maintained
2537	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$1K	$0	1	0%	Maintained
2538	UIA Ulland Investment Advisors Minneapolis, Minnesota	$1K	$0	1	0%	Maintained
2539	UFF USA Financial Formulas Ada, Michigan	$1K	$0	1	0%	Maintained
2540	WWP WR Wealth Planners Columbia, Missouri	$378	-$7.58K	1	0%	Reduced
2541	HF Halpern Financial Ashburn, Virginia	$203	-$5.88K	1	0%	Reduced
2542	BMCM Burns Matteson Capital Management Corning, New York	$163	-$80K	1	0%	Reduced
2543	1WM 1900 Wealth Management San Antonio, Texas	$0	-$211K	0	–	Closed
2544	AGA Accuvest Global Advisors Provo, Utah	$0	-$1.2M	0	–	Closed
2545	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$56K	0	–	Closed
2546	AA Aire Advisors Beverly Hills, California	$0	-$322K	0	–	Closed
2547	AW Alaethes Wealth Glenbrook, Nevada	$0	-$1.17M	0	–	Closed
2548	ASGS Alpha Square Group S New York	$0	-$628K	0	–	Closed
2549	ANB Amarillo National Bank Amarillo, Texas	$0	-$774K	0	–	Closed
2550	ACK Andrew C. Karlinski	$0	-$2K	0	–	Closed