← 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
4126	HIA HFM Investment Advisors Glassboro, New Jersey	$5.68K	$0	5	0%	Maintained
4127	SC Stephens Consulting Flint, Michigan	$5.4K	-$15.4K	2	0%	Reduced
4128	YAL Your Advocates Ltd Houston, Texas	$4.6K	$0	1	0%	Maintained
4129	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$4.5K	$0	1	0%	Maintained
4130	T Transce3nd Kyle, Texas	$3.9K	-$205K	1	0.03%	Reduced
4131	LAM Lummis Asset Management Fort Worth, Texas	$3.79K	$0	1	0%	Maintained
4132	SIP Sellwood Investment Partners Portland, Oregon	$2.76K	+$2.8K	1	0%	New
4133	BC Bulwark Capital Fernandina Beach, Florida	$2.37K	+$2.52K	1	0%	New
4134	SA SRH Advisors Salina, Kansas	$1.28K	-$4.19K	1	0%	Reduced
4135	RJA Ross\Johnson & Associates Plymouth, Minnesota	$1.02K	$0	2	0.02%	Maintained
4136	IA IFS Advisors Overland Park, Kansas	$948	$0	1	0%	Maintained
4137	ETS ESL Trust Services Rochester, New York	$293	+$308	1	0%	New
4138	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$9	-$40.9K	0	–	Closed
4139	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$1	+$610K	1	0%	New
4140	1WM 1900 Wealth Management San Antonio, Texas	$0	-$202K	0	–	Closed
4141	AFG ABLE Financial Group Scottsdale, Arizona	$0	-$206K	0	–	Closed
4142	AM Account Management Boxford, Massachusetts	$0	-$202K	0	–	Closed
4143	Adapt Investment Managers Geneva, Switzerland	$0	-$165K	0	–	Closed
4144	Advent Capital Management New York	$0	-$1.27M	0	–	Closed
4145	ARC Advisor Resource Council Dallas, Texas	$0	-$832K	0	–	Closed
4146	AIFS A&I Financial Services Lone Tree, Colorado	$0	-$273K	0	–	Closed
4147	AWF Alpha Wealth Funds Park City, Utah	$0	-$1.93M	0	–	Closed
4148	AZ Alpha Zero Boca Raton, Florida	$0	-$221K	0	–	Closed
4149	AC AltraVue Capital Bellevue, Washington	$0	-$55.2M	0	–	Closed
4150	AIM Anatole Investment Management Central, Hong Kong	$0	-$52.9M	0	–	Closed