← 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
3151	LI LRI Investments Palm Beach Gardens, Florida	$101K	+$99.5K	2	0.03%	New
3152	DF Dunhill Financial London, United Kingdom	$101K	+$4.98K	4	0.07%	Increased
3153	LF LifeSteps Financial Claremont, California	$101K	+$97.2K	3	0.08%	New
3154	OC Oakworth Capital Birmingham, Alabama	$100K	$0	4	0.01%	Maintained
3155	AT Arlington Trust Birmingham, Alabama	$98.6K	-$9.74K	3	0.03%	Reduced
3156	OAJ Ogorek Anthony Joseph Williamsville, New York	$94K	$0	1	0.03%	Maintained
3157	FFWM Future Financial Wealth Management Cincinnati, Ohio	$93.9K	+$96.1K	2	0.07%	New
3158	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$91.5K	+$1.4K	2	0.06%	Increased
3159	JAM JCIC Asset Management Toronto, Ontario, Canada	$90.2K	+$178	2	0.04%	Increased
3160	CA Centerpoint Advisors Needham, Massachusetts	$90K	-$6.07K	3	0.03%	Reduced
3161	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$89.1K	+$1.15K	2	0.02%	Increased
3162	EWP Elevation Wealth Partners Santa Rosa, California	$85K	-$3.17K	2	0.04%	Reduced
3163	TVWM Tower View Wealth Management Shorewood, Wisconsin	$84.4K	$0	2	0.05%	Maintained
3164	PP Pacifica Partners Surrey, Canada	$84.2K	$0	3	0.04%	Maintained
3165	CPG Custom Portfolio Group Englewood, Colorado	$83.7K	$0	2	0.07%	Maintained
3166	EPM Equitec Proprietary Markets Chicago, Illinois	$81.3K	+$54.7K	1	0.05%	New
3167	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$78.6K	$0	2	0.02%	Maintained
3168	PCFFS Pacific Center for Financial Services San Ramon, California	$76.9K	+$20.8K	2	0.02%	Increased
3169	HFS Horizon Financial Services Winston Salem, North Carolina	$76.8K	+$73.6K	3	0.05%	New
3170	RWM Raffa Wealth Management Washington, District of Columbia	$76.5K	-$758	4	0.02%	Reduced
3171	CAC Core Alternative Capital Peachtree Corners, Georgia	$75.8K	-$251K	2	0.01%	Reduced
3172	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$73.6K	+$49.5K	1	0.03%	New
3173	FWM FSA Wealth Management Needham, Massachusetts	$70.2K	-$11K	2	0.03%	Reduced
3174	CFS CGC Financial Services Lake Oswego, Oregon	$67.4K	$0	2	0.04%	Maintained
3175	TCM Tradewinds Capital Management Bellingham, Washington	$65.1K	+$9.17K	3	0.02%	Increased