← 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	AP Atwood & Palmer Kansas City, Missouri	$14K	-$1.63K	1	0%	Reduced
2577	EIP Ellis Investment Partners Berwyn, Pennsylvania	$14K	+$1.73K	2	0%	Increased
2578	GSC Ground Swell Capital Folly Beach, South Carolina	$14K	-$1.67K	1	0.03%	Reduced
2579	DMKJ David M. Knott Jr	$13K	+$13.6K	1	0.01%	New
2580	TWP TFO Wealth Partners Maumee, Ohio	$13K	+$13.8K	2	0%	New
2581	CFG CKW Financial Group Honolulu, Hawaii	$12K	+$112	1	0%	Increased
2582	PG Proffitt & Goodson Knoxville, Tennessee	$12K	+$5.44K	1	0%	Increased
2583	SC Schubert & Co Mckinney, Texas	$12K	+$7.39K	4	0.01%	Increased
2584	AA AlphaMark Advisors Ft. Wright, Kentucky	$11K	$0	1	0.01%	Maintained
2585	AW Avion Wealth The Woodlands, Texas	$11K	+$12K	2	0%	New
2586	FNBOSM First National Bank of South Miami South Miami, Florida	$11K	-$3K	1	0.01%	Reduced
2587	Stonehage Fleming Financial Services St. Helier, Jersey	$11K	+$11.9K	1	0%	New
2588	DI Disciplined Investments Tulsa, Oklahoma	$10K	+$1.87K	4	0%	Increased
2589	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$10K	$0	2	0.01%	Maintained
2590	PP Pacifica Partners Surrey, Canada	$10K	$0	2	0.01%	Maintained
2591	HWM HighMark Wealth Management St. Paul, Minnesota	$9K	+$2.47K	2	0.01%	Increased
2592	VRM Vectors Research Management New York	$9K	+$7.95K	1	0%	Increased
2593	WWP WR Wealth Planners Columbia, Missouri	$8.36K	$0	2	0.01%	Maintained
2594	MIM Macroview Investment Management Bethesda, Maryland	$8K	$0	3	0.01%	Maintained
2595	MFC Mechanics Financial Corp Mansfield, Ohio	$8K	$0	1	0%	Maintained
2596	PP PrairieView Partners St. Paul, Minnesota	$8K	+$89	2	0%	Increased
2597	SL Savior LLC Wellesley Hills, Massachusetts	$8K	+$8.84K	1	0.01%	New
2598	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$8K	-$19K	1	0.02%	Reduced
2599	ARMC American Research & Management Company Marion, Massachusetts	$7K	$0	1	0%	Maintained
2600	DWA Delos Wealth Advisors Dallas, Texas	$7K	-$25K	2	0.01%	Reduced