← 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
2701	CAL Capital Advisors Ltd Shaker Heights, Ohio	$66K	+$44.2K	3	0.01%	Increased
2702	TVWM Tower View Wealth Management Shorewood, Wisconsin	$66K	$0	1	0.03%	Maintained
2703	RA Rise Advisors Rochester, New York	$61.9K	+$68.5K	4	0.06%	New
2704	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$60K	-$15.7K	3	0.03%	Reduced
2705	LF Lee Financial Dallas, Texas	$59K	+$41.1K	3	0.01%	Increased
2706	CA Centerpoint Advisors Needham, Massachusetts	$56K	-$72.9K	3	0.02%	Reduced
2707	IAG Investmark Advisory Group Shelton, Connecticut	$56K	+$62.7K	1	0.05%	New
2708	MCA Maryland Capital Advisors Chester, Maryland	$53K	+$53.8K	1	0.04%	New
2709	MWC MBM Wealth Consultants Chesterfield, Missouri	$53K	$0	2	0.02%	Maintained
2710	VCM Vigilant Capital Management Portland, Maine	$53K	-$4.5K	1	0%	Reduced
2711	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$52K	-$20.3K	3	0.02%	Reduced
2712	APC Aspire Private Capital Cornelius, North Carolina	$51K	$0	1	0.02%	Maintained
2713	AHIA Andrew Hill Investment Advisors Naples, Florida	$50K	+$56.2K	1	0.05%	New
2714	TC Tacita Capital Toronto, Ontario, Canada	$49K	$0	2	0.03%	Maintained
2715	AIM AHL Investment Management Winter Park, Florida	$47K	+$48.9K	2	0.04%	New
2716	CTC (Chicago Trading Company) Chicago, Illinois	$45.3K	+$35.4K	2	0.02%	Increased
2717	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$44K	$0	2	0.02%	Maintained
2718	GFPC Global Financial Private Client Sarasota, Florida	$43.6K	$0	3	0.02%	Maintained
2719	MAM McCarthy Asset Management Redwood Shores, California	$43K	$0	2	0.03%	Maintained
2720	TC Trust Company Manhattan, Kansas	$43K	$0	1	0.01%	Maintained
2721	NIC Northwest Investment Counselors Lake Oswego, Oregon	$42K	+$46.3K	2	0.01%	New
2722	MG MilWealth Group Milwaukee, Wisconsin	$41.9K	$0	1	0.02%	Maintained
2723	DSC Duncker Streett & Co St. Louis, Missouri	$41K	$0	1	0.01%	Maintained
2724	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$40K	+$45.2K	1	0%	New
2725	TC TAP Consulting Kirkwood, Missouri	$38K	+$45.7K	1	0.01%	New