← 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
3926	PWM Parkworth Wealth Management Los Gatos, California	$5.12K	+$5.5K	4	0%	New
3927	BFP Briaud Financial Planning College Station, Texas	$5K	-$86.9K	1	0%	Reduced
3928	KFP Keener Financial Planning Keller, Texas	$5K	$0	1	0%	Maintained
3929	LAM Lummis Asset Management Fort Worth, Texas	$4.68K	-$638	1	0.01%	Reduced
3930	FFL Financial Freedom LLC Cincinnati, Ohio	$3.78K	$0	1	0%	Maintained
3931	FC Family CFO Los Altos, California	$3.68K	+$3.51K	1	0%	New
3932	NWM Navigoe Wealth Management Redondo Beach, California	$3K	+$3.04K	1	0%	New
3933	GC Gould Capital Tacoma, Washington	$2.27K	$0	1	0%	Maintained
3934	PCM Perritt Capital Management Chicago, Illinois	$1.68K	$0	1	0%	Maintained
3935	PS Pinney & Scofield Cambridge, Massachusetts	$1.51K	+$1.17K	1	0%	New
3936	KB Kimelman & Baird New York	$1.06K	$0	1	0%	Maintained
3937	IA IFS Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
3938	PAM Parvin Asset Management Sioux Falls, South Dakota	$636	+$661	1	0%	New
3939	EAM Eukles Asset Management Cincinnati, Ohio	$151	$0	1	0%	Maintained
3940	DCP Distillate Capital Partners Chicago, Illinois	$129	-$36.2M	1	0%	Reduced
3941	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$0	-$303K	0	–	Closed
3942	ARC Advisor Resource Council Dallas, Texas	$0	-$1.36M	0	–	Closed
3943	AF Ally Financial Detroit, Michigan	$0	-$5.47M	0	–	Closed
3944	Alyeska Investment Group Chicago, Illinois	$0	-$36M	0	–	Closed
3945	BSTWA Blake Schutter Theil Wealth Advisors Dayton, Ohio	$0	-$788K	0	–	Closed
3946	BWA BlueChip Wealth Advisors Milton, Georgia	$0	-$271K	0	–	Closed
3947	BFWM Bright Futures Wealth Management Webster, Ny 14580, New York	$0	-$750K	0	–	Closed
3948	BOC Bull Oak Capital San Diego, California	$0	-$59.7K	0	–	Closed
3949	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$0	-$205K	0	–	Closed
3950	BMCM Burns Matteson Capital Management Corning, New York	$0	-$353K	0	–	Closed