← 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
4001	JAM JCIC Asset Management Toronto, Ontario, Canada	$98.1K	+$103K	2	0.03%	New
4002	HFS Horizon Financial Services Winston Salem, North Carolina	$97.7K	+$17.2K	2	0.05%	Increased
4003	MIM MTM Investment Management Spartanburg, South Carolina	$96.7K	-$18.7K	4	0.03%	Reduced
4004	DFA DHJJ Financial Advisors Naperville, Illinois	$95.5K	$0	1	0.03%	Maintained
4005	CVM Cheviot Value Management Beverly Hills, California	$94.8K	$0	1	0.01%	Maintained
4006	TCM Tradewinds Capital Management Bellingham, Washington	$92.6K	+$17.4K	4	0.02%	Increased
4007	WWA Wealth Watch Advisors Englewood, Colorado	$92.5K	+$88.6K	5	0.04%	New
4008	UIA Ulland Investment Advisors Minneapolis, Minnesota	$92K	-$5.3K	2	0.07%	Reduced
4009	PCC Park Circle Company Baltimore, Maryland	$91.2K	-$14.7K	1	0.08%	Reduced
4010	RTL Red Tortoise LLC Atlanta, Georgia	$90.9K	-$3.03K	2	0.04%	Reduced
4011	BI Binnacle Investments Urbandale, Iowa	$88.5K	+$327	3	0.05%	Increased
4012	ECM Estabrook Capital Management New York	$87.7K	$0	2	0.01%	Maintained
4013	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$86.7K	-$3.52K	2	0.01%	Reduced
4014	IWP IAG Wealth Partners Waukesha, Wisconsin	$86.3K	+$16.8K	3	0.01%	Increased
4015	CBT Crews Bank & Trust Wauchula, Florida	$85.2K	+$2.8K	3	0.01%	Increased
4016	MAM Marquette Asset Management Minneapolis, Minnesota	$85K	+$82.9K	4	0.01%	New
4017	SRCM Signature Resources Capital Management Newport Beach, California	$82.8K	+$16.2K	3	0.05%	Increased
4018	CMP Coston McIsaac & Partners Bar Harbor, Maine	$82K	-$1.78K	4	0.02%	Reduced
4019	AWM Accredited Wealth Management Louisville, Kentucky	$81.7K	+$317K	4	0.06%	Increased
4020	FFL Financial Freedom LLC Cincinnati, Ohio	$79.2K	+$62.2K	1	0.04%	Increased
4021	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$78.6K	-$20.3K	1	0.01%	Reduced
4022	VWA VSM Wealth Advisory Hunt Valley, Maryland	$77.6K	-$43.2K	2	0.02%	Reduced
4023	TCB Texas Capital Bancshares Dallas, Texas	$74.6K	+$75.9K	3	0.03%	New
4024	ME McIlrath & Eck Arlington, Washington	$73.7K	-$6.62K	2	0.01%	Reduced
4025	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$72.6K	$0	1	0.04%	Maintained