← 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	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$1.13K	+$871	2	0%	Increased
2702	AW Avion Wealth The Woodlands, Texas	$1K	+$1.31K	2	0%	Increased
2703	BAM Baldrige Asset Management Allentown, Pennsylvania	$1K	+$887	1	0%	New
2704	JIR James Investment Research Alpha, Ohio	$1K	$0	1	0%	Maintained
2705	SWG Summit Wealth Group White River Junction, Vermont	$1K	+$44.1M	2	0.02%	New
2706	UIA Ulland Investment Advisors Minneapolis, Minnesota	$1K	$0	1	0%	Maintained
2707	DWMG DB Wealth Management Group San Diego, California	$845	$0	1	0%	Maintained
2708	RAM Riggs Asset Management Dallas, Pennsylvania	$845	$0	1	0%	Maintained
2709	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$808	-$796	1	0%	Reduced
2710	IA IFS Advisors Overland Park, Kansas	$599	$0	1	0%	Maintained
2711	TWP TFO Wealth Partners Maumee, Ohio	$231	-$233	1	0%	Reduced
2712	BMCM Burns Matteson Capital Management Corning, New York	$169	-$16	1	0%	Reduced
2713	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$85	$0	1	0%	Maintained
2714	EAM Eukles Asset Management Cincinnati, Ohio	$17	$0	1	0%	Maintained
2715	DAM Draper Asset Management Smithtown, New York	$8	-$7.09K	1	0%	Reduced
2716	3IP 3Chopt Investment Partners Richmond, Virginia	$0	-$43.6K	0	–	Closed
2717	3CP 3G Capital Partners New York	$0	-$4.8M	0	–	Closed
2718	Addenda Capital Montreal, Quebec, Canada	$0	-$10.2K	0	–	Closed
2719	AC Addison Capital Conshohocken, Pennsylvania	$0	-$385K	0	–	Closed
2720	AAMA Advanced Asset Management Advisors Dublin, Ohio	$0	-$44.4K	0	–	Closed
2721	AR Advisory Research Chicago, Illinois	$0	-$214K	0	–	Closed
2722	ACA Affinity Capital Advisors Berkeley, California	$0	-$209K	0	–	Closed
2723	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$86.5K	0	–	Closed
2724	ACM AlphaStar Capital Management Cornelius, North Carolina	$0	-$551K	0	–	Closed
2725	AGM Alpine Global Management New York	$0	-$157K	0	–	Closed