← 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
3326	FA Financial Avengers Oakland, California	$9.3K	$0	1	0%	Maintained
3327	CIM Contravisory Investment Management Norwell, Massachusetts	$8.94K	-$474K	1	0%	Reduced
3328	RL Rogco LP Claremore, Oklahoma	$8.65K	+$4.61K	2	0%	Increased
3329	GIM Gold Investment Management Edmonton, Alberta, Canada	$8.48K	$0	1	0%	Maintained
3330	FIA FPC Investment Advisory Petaluma, California	$7.89K	$0	2	0.01%	Maintained
3331	FCMT Founders Capital Management (Texas) Houston, Texas	$7.7K	+$6.35K	1	0%	New
3332	DWA Delos Wealth Advisors Dallas, Texas	$7.44K	+$2.01K	1	0.01%	Increased
3333	BMC Bear Mountain Capital Seattle, Washington	$7.29K	+$2.79K	2	0%	Increased
3334	SWM Sanctuary Wealth Management Pocatello, Idaho	$7.25K	+$116	3	0.01%	Increased
3335	BG Bollard Group Boston, Massachusetts	$7K	$0	1	0%	Maintained
3336	WOSD WFA of San Diego San Diego, California	$6.51K	$0	2	0.01%	Maintained
3337	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$6.26K	$0	1	0%	Maintained
3338	JFG JDM Financial Group Austin, Texas	$6.19K	+$5.63K	3	0%	New
3339	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$6K	$0	2	0%	Maintained
3340	SSG Summit Securities Group New York	$5K	-$19.4K	1	0%	Reduced
3341	LWA Lowe Wealth Advisors Columbia, Maryland	$4.93K	$0	1	0%	Maintained
3342	YAL Your Advocates Ltd Houston, Texas	$4.47K	-$1.27K	1	0%	Reduced
3343	LAM Lummis Asset Management Fort Worth, Texas	$4.38K	+$512	1	0.01%	Increased
3344	KFP Keener Financial Planning Keller, Texas	$4K	$0	1	0%	Maintained
3345	FG Fairman Group Chesterbrook, Pennsylvania	$3.72K	+$3.07K	1	0%	New
3346	MFG Mendota Financial Group Madison, Wisconsin	$2.61K	+$635	2	0%	Increased
3347	PCA Providence Capital Advisors Charlotte, North Carolina	$2.39K	-$2.83K	1	0%	Reduced
3348	SWS SYSTM Wealth Solutions Chicago, Illinois	$2.34K	-$3.63M	2	0.07%	Reduced
3349	FFL Financial Freedom LLC Cincinnati, Ohio	$1.86K	$0	1	0%	Maintained
3350	PCM Perritt Capital Management Chicago, Illinois	$1.37K	$0	1	0%	Maintained