← 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
2726	CAM Costello Asset Management Feasterville, Pennsylvania	$36K	-$3.09K	1	0.02%	Reduced
2727	Close Asset Management London, United Kingdom	$35K	$0	1	0%	Maintained
2728	FMP Financial Management Professionals Austin, Texas	$35K	+$562	3	0.01%	Increased
2729	PCC Park Circle Company Baltimore, Maryland	$34K	-$2.21K	2	0.03%	Reduced
2730	FEG Financial Enhancement Group Anderson, Indiana	$33K	+$31.5K	1	0.01%	Increased
2731	FPB First PREMIER Bank Sioux Falls, South Dakota	$33K	$0	1	0.01%	Maintained
2732	RG Retirement Group San Diego, California	$33K	+$232	3	0.01%	Increased
2733	SC Stephens Consulting Flint, Michigan	$32.9K	+$38.5K	2	0.03%	New
2734	ONST Old North State Trust Greensboro, North Carolina	$32K	$0	2	0.02%	Maintained
2735	PPWM PFG Private Wealth Management Lutz, Florida	$32K	$0	1	0.02%	Maintained
2736	HFS HBC Financial Services Seattle, Washington	$30K	-$25.3K	2	0.02%	Reduced
2737	AP Atwood & Palmer Kansas City, Missouri	$28K	+$4.21K	2	0%	Increased
2738	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$28K	$0	1	0.01%	Maintained
2739	CCC Crescent Capital Consulting New Orleans, Louisiana	$27K	$0	2	0%	Maintained
2740	VRM Vectors Research Management New York	$26K	+$16.3K	1	0.01%	Increased
2741	DAC Dividend Assets Capital Ridgeland, South Carolina	$25K	$0	1	0%	Maintained
2742	ARIS Advanced Research Investment Solutions Los Angeles, California	$24K	+$26.7K	2	0.01%	New
2743	PK Pflug Koory Omaha, Nebraska	$24K	+$817	2	0.01%	Increased
2744	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$23K	+$25.7K	3	0.01%	New
2745	PP Pacifica Partners Surrey, Canada	$23K	-$19K	1	0.02%	Reduced
2746	RK Rather & Kittrell Knoxville, Tennessee	$23K	+$25.6K	1	0.02%	New
2747	FNBOSM First National Bank of South Miami South Miami, Florida	$22K	$0	1	0.01%	Maintained
2748	OA Operose Advisors Milwaukee, Wisconsin	$22K	+$23.9K	1	0.02%	New
2749	AA Addison Advisors Middlebury, Vermont	$21K	+$22.8K	2	0.01%	New
2750	SAM Strategic Asset Management Rochester, Minnesota	$21K	$0	2	0.03%	Maintained