← 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
3276	GGI Godsey & Gibb Inc Richmond, Virginia	$9.04K	$0	1	0%	Maintained
3277	ACA American Capital Advisory Ketchum, Idaho	$8.45K	-$129K	3	0.01%	Reduced
3278	BCH Berkshire Capital Holdings San Jose, California	$8.08K	$0	3	0%	Maintained
3279	BG Bollard Group Boston, Massachusetts	$8K	$0	1	0%	Maintained
3280	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$7.83K	$0	1	0%	Maintained
3281	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$7.23K	+$6.92K	1	0%	New
3282	FIA FPC Investment Advisory Petaluma, California	$7.13K	+$7.36K	2	0.01%	New
3283	VF VitalStone Financial Shavano Park, Texas	$7K	-$11.1K	2	0.01%	Reduced
3284	TLA Tanglewood Legacy Advisors Houston, Texas	$6.9K	+$6.39K	1	0%	New
3285	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$6.1K	+$6.06K	1	0%	New
3286	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$6.1K	+$4.54K	1	0%	Increased
3287	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$6.02K	-$1.64M	1	0.01%	Reduced
3288	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$6K	-$47.4K	2	0%	Reduced
3289	DI DAGCO Inc Westlake, Ohio	$5.97K	-$644K	2	0%	Reduced
3290	LWA Lowe Wealth Advisors Columbia, Maryland	$5.42K	$0	1	0%	Maintained
3291	FSWA Financial Synergies Wealth Advisors Houston, Texas	$5.07K	+$4.93K	3	0%	New
3292	KFP Keener Financial Planning Keller, Texas	$5K	$0	1	0%	Maintained
3293	DWA Delos Wealth Advisors Dallas, Texas	$4.68K	+$2.02K	2	0.01%	Increased
3294	MFG Mendota Financial Group Madison, Wisconsin	$4.4K	-$28.9K	2	0%	Reduced
3295	PCA Providence Capital Advisors Charlotte, North Carolina	$4.32K	+$4.09K	2	0%	New
3296	LAM Lummis Asset Management Fort Worth, Texas	$4.22K	$0	1	0.01%	Maintained
3297	YAL Your Advocates Ltd Houston, Texas	$3.81K	-$6.32K	1	0%	Reduced
3298	CIR Clear Investment Research Alpharetta, Georgia	$3.61K	-$21.8K	1	0%	Reduced
3299	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$2.48K	+$1.06K	2	0%	Increased
3300	RL Rogco LP Claremore, Oklahoma	$2.3K	+$2.13K	1	0%	New