← 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
3301	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$1.97K	+$1.91K	2	0%	New
3302	SWM Sanctuary Wealth Management Pocatello, Idaho	$1.81K	$0	1	0%	Maintained
3303	PCM Perritt Capital Management Chicago, Illinois	$1.51K	$0	1	0%	Maintained
3304	FFL Financial Freedom LLC Cincinnati, Ohio	$1.15K	$0	1	0%	Maintained
3305	HFS HBC Financial Services Seattle, Washington	$1K	$0	2	0%	Maintained
3306	WC Westwind Capital Las Cruces, New Mexico	$1K	$0	1	0%	Maintained
3307	RF Robinswood Financial Kirkland, Washington	$906	$0	1	0%	Maintained
3308	IA IFS Advisors Overland Park, Kansas	$903	$0	1	0%	Maintained
3309	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$302	$0	1	0%	Maintained
3310	TWP TFO Wealth Partners Maumee, Ohio	$165	-$3.03K	1	0%	Reduced
3311	EAM Eukles Asset Management Cincinnati, Ohio	$46	$0	1	0%	Maintained
3312	3IP 3Chopt Investment Partners Richmond, Virginia	$0	-$208K	0	–	Closed
3313	AWM Able Wealth Management Toms River, New Jersey	$0	-$77K	0	–	Closed
3314	ACM Accent Capital Management Centerville, Ohio	$0	-$1.82M	0	–	Closed
3315	Accredited Investors Edina, Minnesota	$0	-$235K	0	–	Closed
3316	ASP Adams Street Partners Chicago, Illinois	$0	-$13.4M	0	–	Closed
3317	AR Advisory Research Chicago, Illinois	$0	-$724K	0	–	Closed
3318	Altshuler Shaham Tel Aviv, Israel	$0	-$68.5K	0	–	Closed
3319	AIM Anatole Investment Management Central, Hong Kong	$0	-$4.88M	0	–	Closed
3320	ARAM Ardmore Road Asset Management New York	$0	-$2.89M	0	–	Closed
3321	ACM Arlington Capital Management Arlington Heights, Illinois	$0	-$1.03M	0	–	Closed
3322	AWP Avid Wealth Partners San Antonio, Texas	$0	-$236K	0	–	Closed
3323	BDS Banco de Sabadell Miami, Florida	$0	-$154K	0	–	Closed
3324	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$0	-$197K	0	–	Closed
3325	BWM BKM Wealth Management Brookfield, Wisconsin	$0	-$82.1K	0	–	Closed