← 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
2626	RBF Capital San Francisco, California	$76K	$0	1	0%	Maintained
2627	VCM Vigilant Capital Management Portland, Maine	$76K	+$32.3K	1	0.01%	Increased
2628	Cohen & Steers New York	$75K	+$16.4K	1	0%	Increased
2629	MHR Matthew Hamilton Rosenberg	$75K	-$12.9K	1	0.03%	Reduced
2630	FCMA Foresight Capital Management Advisors Saline, Michigan	$72K	+$1.12K	1	0.08%	Increased
2631	WAM Worth Asset Management Dallas, Texas	$72K	+$98.8K	3	0.05%	New
2632	Country Trust Bank Bloomington, Illinois	$67K	-$4.44K	1	0%	Reduced
2633	TIM Tortoise Investment Management White Plains, New York	$67K	+$7.14K	3	0.01%	Increased
2634	PHAM Portland Hill Asset Management London, United Kingdom	$66K	$0	1	0.06%	Maintained
2635	EC Estate Counselors Thiensville, Wisconsin	$65K	$0	1	0.01%	Maintained
2636	SLWA San Luis Wealth Advisors San Luis Obispo, California	$65K	+$53.4K	2	0.03%	New
2637	KFS Kelly Financial Services Braintree, Massachusetts	$64.6K	-$8.96K	3	0.03%	Reduced
2638	TAM Tucker Asset Management Littleton, Colorado	$64.4K	+$51.9K	3	0.02%	Increased
2639	CC Corsicana & Co Corsicana, Texas	$64K	$0	1	0.04%	Maintained
2640	PCTC Perkins Coie Trust Company Seattle, Washington	$63K	+$5.17K	1	0.02%	Increased
2641	WIA Wealthstreet Investment Advisors Dallas, Texas	$62K	$0	1	1.67%	Maintained
2642	CAL Capital Advisors Ltd Shaker Heights, Ohio	$61K	+$6.24K	2	0.01%	Increased
2643	RA Rise Advisors Rochester, New York	$61K	+$10.8K	4	0.05%	Increased
2644	SMG Spectrum Management Group Indianapolis, Indiana	$61K	-$43.1K	1	0.01%	Reduced
2645	SIS Sound Income Strategies Ft Lauderdale, Florida	$60K	+$1.98K	4	0.01%	Increased
2646	RWM Raffa Wealth Management Washington, District of Columbia	$58.7K	$0	4	0.02%	Maintained
2647	TVWM Tower View Wealth Management Shorewood, Wisconsin	$55K	$0	1	0.03%	Maintained
2648	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$53K	+$52.5K	4	0.01%	New
2649	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$52.3K	+$52.8K	2	0.02%	New
2650	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$50K	-$31K	1	0.01%	Reduced