← 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
2651	ME McIlrath & Eck Arlington, Washington	$112K	-$4.21K	2	0.03%	Reduced
2652	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$110K	$0	1	0.04%	Maintained
2653	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$110K	+$129K	4	0.05%	New
2654	TCWA Ten Capital Wealth Advisors Spokane, Washington	$109K	+$51.5K	3	0.04%	Increased
2655	CCM CAAS Capital Management New York	$108K	-$696K	1	0%	Reduced
2656	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$108K	+$119K	2	0.07%	New
2657	JAM JCIC Asset Management Toronto, Ontario, Canada	$107K	$0	2	0.03%	Maintained
2658	FA Financial Avengers Oakland, California	$106K	-$377K	1	0.07%	Reduced
2659	ICM Islay Capital Management Lubbock, Texas	$106K	-$318K	1	0.08%	Reduced
2660	CYG Clean Yield Group Norwich, Vermont	$105K	+$2.81K	1	0.03%	Increased
2661	MHR Matthew Hamilton Rosenberg	$105K	+$80.6K	1	0.04%	Increased
2662	ECM Estabrook Capital Management New York	$102K	+$85.8K	3	0.01%	Increased
2663	WAM WFA Asset Management Whitefish Bay, Wisconsin	$102K	+$112K	1	0.07%	New
2664	SC Steph & Co Marinette, Wisconsin	$101K	+$86.8K	1	0.06%	Increased
2665	EH EMG Holdings Old Greenwich, Connecticut	$100K	+$121K	1	0.01%	New
2666	FFWM Future Financial Wealth Management Cincinnati, Ohio	$98K	+$102K	1	0.08%	New
2667	GAAM Guinness Atkinson Asset Management Pasadena, California	$97K	$0	1	0.04%	Maintained
2668	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$96K	+$63.8K	1	0.01%	Increased
2669	FA Fortis Advisors Wayne, Pennsylvania	$95K	$0	1	0.06%	Maintained
2670	AWM Activest Wealth Management Aventure, Florida	$93K	+$30.3K	1	0.06%	Increased
2671	LFM Lumina Fund Management New York	$91K	$0	1	0.03%	Maintained
2672	CAC Core Alternative Capital Peachtree Corners, Georgia	$90K	+$76.7K	3	0.02%	Increased
2673	KFS Kelly Financial Services Braintree, Massachusetts	$87.8K	+$28.7K	3	0.04%	Increased
2674	Country Trust Bank Bloomington, Illinois	$85K	-$117	2	0%	Reduced
2675	HFA HC Financial Advisors Lafayette, California	$85K	+$3.28K	2	0.05%	Increased