← 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
3101	YAL Your Advocates Ltd Houston, Texas	$9.85K	-$1.13K	2	0%	Reduced
3102	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$9.74K	+$8.37K	1	0.01%	New
3103	GIM Gold Investment Management Edmonton, Alberta, Canada	$8.16K	+$7.02K	1	0%	New
3104	GGI Godsey & Gibb Inc Richmond, Virginia	$7.89K	+$1.13K	1	0%	Increased
3105	RWM Ruedi Wealth Management Champaign, Illinois	$7.89K	$0	1	0%	Maintained
3106	BCH Berkshire Capital Holdings San Jose, California	$7.49K	$0	3	0%	Maintained
3107	RIM Ranger Investment Management Dallas, Texas	$7.37K	$0	1	0%	Maintained
3108	GWSA Global Wealth Strategies & Associates Denver, Colorado	$7.02K	$0	1	0%	Maintained
3109	BG Bollard Group Boston, Massachusetts	$7K	$0	1	0%	Maintained
3110	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$6.84K	$0	1	0%	Maintained
3111	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$5.92K	+$1.08K	3	0.01%	Increased
3112	LFA Level Financial Advisors East Amherst, New York	$5.65K	$0	1	0%	Maintained
3113	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$5K	+$4.3K	1	0%	New
3114	AFWM Abich Financial Wealth Management Ashburn, Virginia	$4.74K	+$4.07K	1	0%	New
3115	LWA Lowe Wealth Advisors Columbia, Maryland	$4.74K	$0	1	0%	Maintained
3116	DF DecisionPoint Financial Mesa, Arizona	$4.07K	-$1.44K	2	0%	Reduced
3117	KFP Keener Financial Planning Keller, Texas	$4K	+$3.4K	1	0%	New
3118	LAM Lummis Asset Management Fort Worth, Texas	$3.68K	+$3.17K	1	0%	New
3119	Country Trust Bank Bloomington, Illinois	$3.53K	+$3.15K	1	0%	New
3120	TWP TFO Wealth Partners Maumee, Ohio	$3.21K	-$117K	3	0%	Reduced
3121	FPB First PREMIER Bank Sioux Falls, South Dakota	$3K	+$2.26K	1	0%	New
3122	PAS Point72 Asia (Singapore) Singapore	$2.79K	+$2.49K	1	0%	New
3123	DWA Delos Wealth Advisors Dallas, Texas	$2.29K	-$1.5K	2	0%	Reduced
3124	UIA Ulland Investment Advisors Minneapolis, Minnesota	$2K	-$10K	1	0%	Reduced
3125	DWMG DB Wealth Management Group San Diego, California	$1.72K	$0	1	0%	Maintained