← 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
3351	WGS Washington Growth Strategies Washington, District of Columbia	$1.22K	+$1.5K	1	0.05%	New
3352	GC Gould Capital Tacoma, Washington	$1.12K	+$921	1	0%	New
3353	KB Kimelman & Baird New York	$895	$0	1	0%	Maintained
3354	IA IFS Advisors Overland Park, Kansas	$821	$0	1	0%	Maintained
3355	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$275	$0	1	0%	Maintained
3356	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$117	$0	1	0%	Maintained
3357	EAM Eukles Asset Management Cincinnati, Ohio	$74	$0	1	0%	Maintained
3358	FWA FSC Wealth Advisors Fishkill, New York	$8	-$15.6K	1	0%	Reduced
3359	1C 1623 Capital Alexandria, Virginia	$0	-$11.9M	0	–	Closed
3360	3IP 3Chopt Investment Partners Richmond, Virginia	$0	-$454K	0	–	Closed
3361	4WM 49 Wealth Management Austin, Texas	$0	-$234K	0	–	Closed
3362	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$686K	0	–	Closed
3363	AP Advisors Preferred Rockville, Maryland	$0	-$3.62M	0	–	Closed
3364	AWA Aletheian Wealth Advisors Bellevue, Washington	$0	-$202K	0	–	Closed
3365	ALC Alexander Labrunerie & Co Columbia, Missouri	$0	-$206K	0	–	Closed
3366	AIM Alhambra Investment Management Palmetto Bay, Florida	$0	-$205K	0	–	Closed
3367	AGM Alpine Global Management New York	$0	-$561K	0	–	Closed
3368	AWM Altus Wealth Management Ft Mitchell, Kentucky	$0	-$276K	0	–	Closed
3369	AIS American Investment Services Great Barrington, Massachusetts	$0	-$275K	0	–	Closed
3370	AC AMS Capital Sao Paulo, Brazil	$0	-$5.75M	0	–	Closed
3371	AIM Anatole Investment Management Central, Hong Kong	$0	-$6.66M	0	–	Closed
3372	ACMH Andar Capital Management (HK) Hong Kong	$0	-$4.25M	0	–	Closed
3373	ACM Anomaly Capital Management New York	$0	-$56.3M	0	–	Closed
3374	AA Apriem Advisors Irvine, California	$0	-$231K	0	–	Closed
3375	ACP Arcus Capital Partners Atlanta, Georgia	$0	-$871K	0	–	Closed