← 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	LFA Level Financial Advisors East Amherst, New York	$1K	+$782	1	0%	New
2552	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$1K	$0	1	0%	Maintained
2553	Thompson Siegel & Walmsley Richmond, Virginia	$1K	-$75.9K	1	0%	Reduced
2554	UIA Ulland Investment Advisors Minneapolis, Minnesota	$1K	$0	1	0%	Maintained
2555	GGI Godsey & Gibb Inc Richmond, Virginia	$796	+$876	1	0%	New
2556	DWMG DB Wealth Management Group San Diego, California	$642	+$758	1	0%	New
2557	RAM Riggs Asset Management Dallas, Pennsylvania	$642	+$758	1	0%	New
2558	IA IFS Advisors Overland Park, Kansas	$397	$0	1	0%	Maintained
2559	WWP WR Wealth Planners Columbia, Missouri	$388	$0	1	0%	Maintained
2560	BMCM Burns Matteson Capital Management Corning, New York	$141	+$15	1	0%	Increased
2561	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$133	+$146	1	0%	New
2562	PCA Providence Capital Advisors Charlotte, North Carolina	$133	-$83.9K	1	0%	Reduced
2563	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$133	$0	1	0%	Maintained
2564	TWP TFO Wealth Partners Maumee, Ohio	$114	+$455	1	0%	New
2565	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$64	$0	1	0%	Maintained
2566	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$1.54K	0	–	Closed
2567	ACM Adalta Capital Management New York	$0	-$102K	0	–	Closed
2568	ARIS Advanced Research Investment Solutions Los Angeles, California	$0	-$163K	0	–	Closed
2569	ARC Advisor Resource Council Dallas, Texas	$0	-$258K	0	–	Closed
2570	AMC AKKR Management Company Menlo Park, California	$0	-$1.8M	0	–	Closed
2571	AKRE Capital Management Middleburg, Virginia	$0	-$445M	0	–	Closed
2572	ACM AlphaCrest Capital Management New York	$0	-$5.74M	0	–	Closed
2573	AA AlphaMark Advisors Ft. Wright, Kentucky	$0	-$19K	0	–	Closed
2574	AP AlpInvest Partners Amsterdam, Netherlands	$0	-$612K	0	–	Closed
2575	Altimeter Capital Management Boston, Massachusetts	$0	-$3.04M	0	–	Closed