← 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	PHAM Portland Hill Asset Management London, United Kingdom	$60K	$0	1	0.14%	Maintained
2577	FWA FSC Wealth Advisors Fishkill, New York	$58.5K	+$38K	1	0.09%	Increased
2578	VF VitalStone Financial Shavano Park, Texas	$58K	+$929	3	0.05%	Increased
2579	AWM Ameliora Wealth Management Zurich, Switzerland	$56.9K	-$38.8K	2	0.03%	Reduced
2580	IA IAM Advisory Easton, Pennsylvania	$55.6K	+$47.5K	1	0.02%	New
2581	CAM Chesapeake Asset Management New York	$54.7K	+$46.3K	1	0.05%	New
2582	BC Barrett & Company Providence, Rhode Island	$53.7K	+$2.35K	3	0.03%	Increased
2583	WBC West Branch Capital Amherst, Massachusetts	$53.3K	$0	3	0.03%	Maintained
2584	AWM Activest Wealth Management Aventure, Florida	$52.7K	-$903K	1	0.03%	Reduced
2585	RA Rise Advisors Rochester, New York	$52.6K	+$2.18K	4	0.04%	Increased
2586	CA Centerpoint Advisors Needham, Massachusetts	$52K	-$4.11K	3	0.02%	Reduced
2587	TVWM Tower View Wealth Management Shorewood, Wisconsin	$52K	$0	1	0.03%	Maintained
2588	JAM JCIC Asset Management Toronto, Ontario, Canada	$51.3K	$0	2	0.02%	Maintained
2589	RG Retirement Group San Diego, California	$50K	+$11.7K	2	0.02%	Increased
2590	RWM Raffa Wealth Management Washington, District of Columbia	$47.1K	+$871	4	0.02%	Increased
2591	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$45.2K	-$3.22M	2	0.07%	Reduced
2592	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$45K	-$11.8K	2	0.01%	Reduced
2593	MIM Macroview Investment Management Bethesda, Maryland	$44.7K	-$5.07K	2	0.07%	Reduced
2594	NC NewSquare Capital Newtown Square, Pennsylvania	$44.2K	+$20K	2	0.01%	Increased
2595	TD Ameritrade Investment Management Omaha, Nebraska	$44K	-$2.08K	2	0%	Reduced
2596	RCM Raleigh Capital Management Cary, North Carolina	$43.5K	+$21.5K	3	0.02%	Increased
2597	AIP Ahrens Investment Partners Lafayette, Louisiana	$40.8K	+$34.6K	2	0.02%	New
2598	PCFFS Pacific Center for Financial Services San Ramon, California	$40.8K	+$34.5K	1	0.01%	New
2599	CSC Caldwell Sutter Capital Sausalito, California	$40.7K	+$34.7K	2	0.03%	New
2600	MWA Miller Wealth Advisors Ridgeway, Colorado	$40K	-$861	1	0.19%	Reduced