← 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
2551	CWA Clearview Wealth Advisors Salem, Oregon	$30K	-$8.19K	2	0.02%	Reduced
2552	TCM Tuttle Capital Management Riverside, Connecticut	$29K	+$66.5K	1	0.08%	New
2553	NICM Neo Ivy Capital Management New York	$28K	-$1.02M	1	0.08%	Reduced
2554	TC Trust Company Manhattan, Kansas	$28K	$0	1	0.01%	Maintained
2555	MG MilWealth Group Milwaukee, Wisconsin	$27.2K	$0	1	0.01%	Maintained
2556	LPWM Lake Point Wealth Management Rockwall, Texas	$25K	+$21.9K	3	0.01%	Increased
2557	CAM Costello Asset Management Feasterville, Pennsylvania	$24K	$0	1	0.02%	Maintained
2558	FWA FSC Wealth Advisors Fishkill, New York	$24K	$0	1	0.21%	Maintained
2559	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$24K	-$16K	1	0.01%	Reduced
2560	TCM Triumph Capital Management Denver, Colorado	$24K	-$406K	1	0.01%	Reduced
2561	FPB First PREMIER Bank Sioux Falls, South Dakota	$21K	$0	1	0.01%	Maintained
2562	LF Lee Financial Dallas, Texas	$21K	+$13.7K	4	0%	Increased
2563	BHWM Beaird Harris Wealth Management Dallas, Texas	$20K	-$84.4K	2	0.01%	Reduced
2564	Close Asset Management London, United Kingdom	$20K	+$2.96K	1	0%	Increased
2565	SAM Strategic Asset Management Rochester, Minnesota	$20K	$0	2	0.03%	Maintained
2566	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$19K	+$4.12K	2	0.01%	Increased
2567	CMP Coston McIsaac & Partners Bar Harbor, Maine	$19K	+$20.1K	2	0.01%	New
2568	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$18K	$0	1	0.01%	Maintained
2569	DAC Dividend Assets Capital Ridgeland, South Carolina	$18K	+$1.94K	1	0%	Increased
2570	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$17K	-$21.3K	1	0%	Reduced
2571	SFG Steward Financial Group Colleyville, Texas	$17K	-$15.1K	5	0.01%	Reduced
2572	SSC Syverson Strege & Co West Des Moines, Iowa	$17K	+$13.3K	1	0.01%	Increased
2573	TIM Tevis Investment Management Plano, Texas	$17K	+$8.48K	2	0.02%	Increased
2574	PCC Park Circle Company Baltimore, Maryland	$15K	$0	2	0.01%	Maintained
2575	PK Pflug Koory Omaha, Nebraska	$15K	-$30	2	0.01%	Reduced