← 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
3851	1NWS 1 North Wealth Services Annapolis, Maryland	$2.68K	+$3.11K	1	0%	New
3852	AAG Accordant Advisory Group Annapolis, Maryland	$2.15K	+$2.49K	1	0%	New
3853	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$2K	-$8K	1	0%	Reduced
3854	NWM Navigoe Wealth Management Redondo Beach, California	$2K	$0	1	0%	Maintained
3855	EWA EQ Wealth Advisors Dallas, Texas	$1.6K	+$1.93K	1	0%	New
3856	RJA Ross\Johnson & Associates Plymouth, Minnesota	$1.59K	+$1.85K	3	0.03%	New
3857	HIA HFM Investment Advisors Glassboro, New Jersey	$1.35K	+$1.45K	3	0%	New
3858	IA IFS Advisors Overland Park, Kansas	$1.07K	+$311	1	0%	Increased
3859	PPWM PFG Private Wealth Management Lutz, Florida	$675	-$52.1K	1	0%	Reduced
3860	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$270	-$12.4K	1	0%	Reduced
3861	WGS Washington Growth Strategies Washington, District of Columbia	$232	+$7.38K	1	0.21%	New
3862	EAM Eukles Asset Management Cincinnati, Ohio	$169	$0	1	0%	Maintained
3863	AFG ABLE Financial Group Scottsdale, Arizona	$0	-$250K	0	–	Closed
3864	AIA Accelerate Investment Advisors Aliso Viejo, California	$0	-$206K	0	–	Closed
3865	AM Account Management Boxford, Massachusetts	$0	-$289K	0	–	Closed
3866	Adapt Investment Managers Geneva, Switzerland	$0	-$3.27M	0	–	Closed
3867	AA Aire Advisors Beverly Hills, California	$0	-$326K	0	–	Closed
3868	ABLA Alan B. Lancz & Associates Toledo, Ohio	$0	-$227K	0	–	Closed
3869	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.28M	0	–	Closed
3870	Altimeter Capital Management Boston, Massachusetts	$0	-$90.8M	0	–	Closed
3871	AFIA America First Investment Advisors Omaha, Nebraska	$0	-$35.1M	0	–	Closed
3872	AIA Angeles Investment Advisors Santa Monica, California	$0	-$1.39M	0	–	Closed
3873	ACM Anomaly Capital Management New York	$0	-$47.1M	0	–	Closed
3874	ARGA Investment Management Stamford, Connecticut	$0	-$33.2M	0	–	Closed
3875	AFM Armstrong Fleming & Moore Washington, District of Columbia	$0	-$2.16M	0	–	Closed