← 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
4151	PJC Phillip James Consulting Plymouth, Minnesota	$3K	+$3.82K	1	0%	New
4152	LAM Lummis Asset Management Fort Worth, Texas	$2.99K	$0	1	0%	Maintained
4153	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$2.93K	$0	1	0%	Maintained
4154	DAM Davis Asset Management Sausalito, California	$2.87K	+$3.06K	1	0%	New
4155	IW Imprint Wealth Mount Pleasant, South Carolina	$2.61K	-$4.12K	1	0.01%	Reduced
4156	GFL Granite FO LLC Bedford, New Hampshire	$2.61K	$0	1	0%	Maintained
4157	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$2.18K	-$959K	1	0%	Reduced
4158	3FI 3 Factor Indexing Sacramento, California	$1.93K	+$2.09K	4	0%	New
4159	NL NorthAvenue LLC Columbus, Ohio	$1.64K	-$1.62K	2	0%	Reduced
4160	BFS Beacon Financial Strategies Raleigh, North Carolina	$1.49K	$0	1	0%	Maintained
4161	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$1.12K	$0	1	0%	Maintained
4162	HCM Horrell Capital Management Little Rock, Arkansas	$1K	+$612	1	0%	New
4163	RJA Ross\Johnson & Associates Plymouth, Minnesota	$812	$0	2	0.01%	Maintained
4164	IA IFS Advisors Overland Park, Kansas	$746	$0	1	0%	Maintained
4165	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$561	$0	1	0%	Maintained
4166	Polar Asset Management Partners Toronto, Ontario, Canada	$560	-$99.5M	1	0%	Reduced
4167	RF RetireMitten Financial Milford, Michigan	$373	+$414	1	0%	New
4168	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$8	-$41	0	–	Closed
4169	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$1	$0	1	0%	Maintained
4170	1GI 180 GPS Investments St Peter Port,	$0	-$99.6K	0	–	Closed
4171	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$0	-$471K	0	–	Closed
4172	AAM Ackerman Asset Management Rockville, Maryland	$0	-$220K	0	–	Closed
4173	ACC Acorn Creek Capital Fort Collins, Colorado	$0	-$221K	0	–	Closed
4174	AAMA Advanced Asset Management Advisors Dublin, Ohio	$0	-$258K	0	–	Closed
4175	AFS AFG Fiduciary Services Hingham, Massachusetts	$0	-$277K	0	–	Closed