← 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
2576	HFS Howard Financial Services Dallas, Texas	$137K	$0	1	0.04%	Maintained
2577	RCG Rock Creek Group Washington, District of Columbia	$134K	-$117K	2	0.02%	Reduced
2578	GC Globeflex Capital San Diego, California	$131K	$0	1	0.03%	Maintained
2579	Hillsdale Investment Management Toronto, Ontario, Canada	$131K	-$120K	2	0.01%	Reduced
2580	MCM MV Capital Management Bethesda, Maryland	$131K	-$15.5K	2	0.02%	Reduced
2581	BHWM Beaird Harris Wealth Management Dallas, Texas	$130K	+$15K	3	0.05%	Increased
2582	AA Addison Advisors Middlebury, Vermont	$129K	+$113K	2	0.07%	Increased
2583	ME McIlrath & Eck Arlington, Washington	$124K	+$31.2K	2	0.04%	Increased
2584	TFA Toth Financial Advisory Leesburg, Virginia	$124K	-$748K	4	0.02%	Reduced
2585	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$123K	+$124K	1	0.04%	New
2586	LJHT Laurie J. Hall Trustee	$122K	-$10.8K	2	0.05%	Reduced
2587	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$122K	+$10.1K	2	0.07%	Increased
2588	KIG Kessler Investment Group Columbus, Indiana	$121K	$0	2	0.07%	Maintained
2589	TFO Tarbox Family Office Newport Beach, California	$121K	-$534K	3	0.02%	Reduced
2590	AIC Archer Investment Corporation Carmel, Indiana	$119K	-$402K	2	0.04%	Reduced
2591	CA Centerpoint Advisors Needham, Massachusetts	$118K	+$69.4K	3	0.05%	Increased
2592	GW&K Investment Management Boston, Massachusetts	$117K	-$14.6M	2	0%	Reduced
2593	GM GeoWealth Management Chicago, Illinois	$115K	+$116K	1	0.01%	New
2594	PO Private Ocean San Rafael, California	$115K	-$560	3	0.01%	Reduced
2595	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$114K	$0	1	0.05%	Maintained
2596	OA Operose Advisors Milwaukee, Wisconsin	$111K	+$94K	1	0.08%	Increased
2597	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$108K	-$34.9K	4	0.01%	Reduced
2598	NIM NuWave Investment Management Parsippany, New Jersey	$107K	-$167K	2	0.14%	Reduced
2599	HRC Hoertkorn Richard Charles	$106K	$0	1	0.05%	Maintained
2600	MWM Mascoma Wealth Management Hanover, New Hampshire	$106K	$0	1	0.03%	Maintained