← 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	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	$0	1	0%	Maintained
2627	MWA Miller Wealth Advisors Ridgeway, Colorado	$3K	$0	1	0%	Maintained
2628	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3K	+$3.86K	2	0%	New
2629	Sageworth Trust Lancaster, Pennsylvania	$3K	$0	1	0%	Maintained
2630	TFA Transamerica Financial Advisors St. Petersburg, Florida	$3K	+$3.14K	2	0%	New
2631	ACK Andrew C. Karlinski	$2K	$0	2	0%	Maintained
2632	AI Arena Investors Purchase, New York	$2K	$0	1	0%	Maintained
2633	FCT First Community Trust Dubuque, Iowa	$2K	+$2.65K	1	0%	New
2634	HS Horan Securities Cincinnati, United States	$2K	-$1.38K	3	0%	Reduced
2635	PP PFS Partners Mine Hill, New Jersey	$1.82K	$0	1	0%	Maintained
2636	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1K	$0	1	0%	Maintained
2637	DSC Duncker Streett & Co St. Louis, Missouri	$1K	$0	1	0%	Maintained
2638	JIR James Investment Research Alpha, Ohio	$1K	$0	1	0%	Maintained
2639	MAM Marquette Asset Management Minneapolis, Minnesota	$1K	+$477	2	0%	Increased
2640	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$1K	$0	1	0%	Maintained
2641	UIA Ulland Investment Advisors Minneapolis, Minnesota	$1K	$0	1	0%	Maintained
2642	UFF USA Financial Formulas Ada, Michigan	$1K	$0	1	0%	Maintained
2643	WOSD WFA of San Diego San Diego, California	$1K	+$1.98K	2	0%	New
2644	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$403K	0	–	Closed
2645	ASP Adams Street Partners Chicago, Illinois	$0	-$213K	0	–	Closed
2646	Advisory Alpha Holland, Michigan	$0	-$208K	0	–	Closed
2647	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$184K	0	–	Closed
2648	AF Alerus Financial Grand Forks, North Dakota	$0	-$7.32M	0	–	Closed
2649	APC Alta Park Capital San Francisco, California	$0	-$27.3M	0	–	Closed
2650	AIS American Investment Services Great Barrington, Massachusetts	$0	-$225K	0	–	Closed