← 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
3976	SIM Sims Investment Management Cincinnati, Ohio	$5.95K	+$6.96K	1	0%	New
3977	GC Gould Capital Tacoma, Washington	$5.83K	+$6.82K	1	0%	New
3978	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$5.58K	$0	1	0%	Maintained
3979	DWA Delos Wealth Advisors Dallas, Texas	$5.01K	-$6.86K	1	0%	Reduced
3980	SWA Strategic Wealth Advisors Scottsdale, Arizona	$5K	-$2.73K	1	0%	Reduced
3981	PLU Performa Ltd (US) Charleston, South Carolina	$4.89K	+$705	1	0%	Increased
3982	GIM Gold Investment Management Edmonton, Alberta, Canada	$4.86K	$0	1	0%	Maintained
3983	HIA HFM Investment Advisors Glassboro, New Jersey	$4.41K	-$5.99K	5	0%	Reduced
3984	BDL Banque de Luxembourg Luxembourg	$4.39K	-$14.8K	1	0%	Reduced
3985	BA Bard Associates Chicago, Illinois	$3.92K	+$4.4K	1	0%	New
3986	PSFG Park Square Financial Group Roswell, Georgia	$3.41K	-$3.68K	1	0.03%	Reduced
3987	GG Gleason Group Prospect, Kentucky	$3.38K	+$3.96K	1	0%	New
3988	Baillie Gifford & Co Edinburgh, United Kingdom	$3.27K	+$3.82K	1	0%	New
3989	MTI Merrithew & Thorsten Inc San Diego, California	$3K	$0	1	0%	Maintained
3990	PJC Phillip James Consulting Plymouth, Minnesota	$2.92K	$0	1	0%	Maintained
3991	Vanguard Advisers Inc Malvern, Pennsylvania	$2.88K	-$5.12K	2	0%	Reduced
3992	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$2.63K	$0	1	0%	Maintained
3993	LAM Lummis Asset Management Fort Worth, Texas	$2.51K	$0	1	0%	Maintained
3994	DAM Davis Asset Management Sausalito, California	$2.29K	$0	1	0%	Maintained
3995	GFL Granite FO LLC Bedford, New Hampshire	$2.19K	$0	1	0%	Maintained
3996	3FI 3 Factor Indexing Sacramento, California	$1.85K	+$242	4	0%	Increased
3997	FAI Fiduciary Advisors Inc St. Louis, Missouri	$1.57K	+$1.76K	1	0%	New
3998	RJA Ross\Johnson & Associates Plymouth, Minnesota	$1.32K	+$754	3	0.02%	Increased
3999	BFS Beacon Financial Strategies Raleigh, North Carolina	$1.25K	$0	1	0%	Maintained
4000	CIM Contravisory Investment Management Norwell, Massachusetts	$1.17K	-$6.66M	1	0%	Reduced