← 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
2926	FCG Financial Connections Group Corte Madera, California	$182K	$0	3	0.12%	Maintained
2927	RFM Royal Fund Management Lady Lake, Florida	$181K	+$188K	1	0.02%	New
2928	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$180K	+$187K	1	0.03%	New
2929	HFS Howard Financial Services Dallas, Texas	$179K	+$36	1	0.03%	Increased
2930	DSM Capital Partners Palm Beach Gardens, Florida	$176K	+$157K	3	0%	New
2931	LT Legacy Trust Grand Rapids, Michigan	$175K	+$1.16K	1	0.05%	Increased
2932	BLAM Bourne Lent Asset Management Pawling, New York	$173K	$0	1	0.07%	Maintained
2933	CI CAZ Investments Houston, Texas	$172K	$0	1	0.23%	Maintained
2934	AW Apricus Wealth Beaufort, South Carolina	$172K	-$1.57M	1	0.13%	Reduced
2935	AIC Archer Investment Corporation Carmel, Indiana	$170K	+$22.2K	3	0.05%	Increased
2936	HWP Highline Wealth Partners Sherman Oaks, California	$169K	+$29.4K	2	0.08%	Increased
2937	CJ Caitlin John Brighton, Michigan	$167K	+$151K	4	0.14%	New
2938	SAM S.A. Mason Holland, Michigan	$166K	-$128K	1	0.11%	Reduced
2939	RG Richelieu Gestion Paris, France	$165K	-$2.69M	2	0.15%	Reduced
2940	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$165K	+$60.7K	3	0.06%	Increased
2941	SIS Sound Income Strategies Ft Lauderdale, Florida	$162K	+$32K	5	0.01%	Increased
2942	Parallax Volatility Advisers San Francisco, California	$157K	-$115K	1	0%	Reduced
2943	RFG RFP Financial Group Atlanta, Georgia	$157K	-$36.2K	4	0.06%	Reduced
2944	BDS Banco de Sabadell Miami, Florida	$154K	-$206K	1	0.12%	Reduced
2945	AWM Avondale Wealth Management West Lake Hills, Texas	$151K	$0	2	0.12%	Maintained
2946	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$149K	+$133K	5	0.02%	New
2947	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$147K	+$7.02K	1	0.82%	Increased
2948	WSC Wellington Shields & Co New York	$144K	-$31.5K	1	0.05%	Reduced
2949	HWA HHM Wealth Advisors Chattanooga, Tennessee	$142K	+$13.3K	4	0.02%	Increased
2950	First Command Advisory Services Fort Worth, Texas	$139K	-$4.51K	2	0%	Reduced