← 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	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$49K	+$1.47K	3	0.02%	Increased
2652	CWA Clearview Wealth Advisors Salem, Oregon	$49K	-$20.2K	2	0.03%	Reduced
2653	MCA Maryland Capital Advisors Chester, Maryland	$46K	$0	1	0.04%	Maintained
2654	RA Rational Advisors Huntington, New York	$46K	+$46.8K	2	0%	New
2655	SSG Summit Securities Group New York	$46K	-$2.47M	1	0.01%	Reduced
2656	T TOBAM Paris, France	$46K	-$77K	1	0%	Reduced
2657	AWM Avondale Wealth Management West Lake Hills, Texas	$45K	-$134K	1	0.05%	Reduced
2658	NIC Northwest Investment Counselors Lake Oswego, Oregon	$45K	+$9.9K	2	0.01%	Increased
2659	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$44K	+$28K	2	0.01%	Increased
2660	APC Aspire Private Capital Cornelius, North Carolina	$42K	$0	1	0.01%	Maintained
2661	FMP Financial Management Professionals Austin, Texas	$42K	+$13.1K	3	0.01%	Increased
2662	RG Retirement Group San Diego, California	$42K	+$15K	3	0.02%	Increased
2663	TC Tacita Capital Toronto, Ontario, Canada	$41K	$0	2	0.02%	Maintained
2664	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$38K	+$276	3	0.01%	Increased
2665	SFG Steward Financial Group Colleyville, Texas	$37K	+$38K	4	0.03%	Increased
2666	TC Trust Company Manhattan, Kansas	$36K	$0	1	0.01%	Maintained
2667	MG MilWealth Group Milwaukee, Wisconsin	$35K	$0	1	0.01%	Maintained
2668	Close Asset Management London, United Kingdom	$35K	$0	1	0%	Maintained
2669	DWA Delos Wealth Advisors Dallas, Texas	$34K	-$62.7K	3	0.03%	Reduced
2670	GFPC Global Financial Private Client Sarasota, Florida	$33.6K	$0	3	0.02%	Maintained
2671	FWA FSC Wealth Advisors Fishkill, New York	$31K	+$29.1K	1	0.03%	Increased
2672	CAM Costello Asset Management Feasterville, Pennsylvania	$30K	$0	1	0.02%	Maintained
2673	FPB First PREMIER Bank Sioux Falls, South Dakota	$28K	$0	1	0.01%	Maintained
2674	PPWM PFG Private Wealth Management Lutz, Florida	$28K	$0	1	0.01%	Maintained
2675	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$28K	-$8.96K	2	0.01%	Reduced