← 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
4351	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$8.59K	+$12.4K	1	0.01%	New
4352	UFF USA Financial Formulas Ada, Michigan	$8.43K	-$7.72K	1	0%	Reduced
4353	GIM Gold Investment Management Edmonton, Alberta, Canada	$8.21K	$0	1	0%	Maintained
4354	MAM Marquette Asset Management Minneapolis, Minnesota	$8.17K	-$77.6K	3	0%	Reduced
4355	MCA Midwest Capital Advisors Grand Rapids, Michigan	$7.66K	-$1.82K	1	0%	Reduced
4356	BC Bulwark Capital Fernandina Beach, Florida	$6.62K	+$3.73K	1	0%	Increased
4357	WA Whipplewood Advisors Littleton, Colorado	$6.13K	+$6.86K	1	0%	New
4358	PLU Performa Ltd (US) Charleston, South Carolina	$5.64K	-$3.21K	1	0%	Reduced
4359	MTI Merrithew & Thorsten Inc San Diego, California	$5K	+$5.22K	1	0.01%	New
4360	SWA Strategic Wealth Advisors Scottsdale, Arizona	$5K	+$5.79K	1	0%	New
4361	NL NorthAvenue LLC Columbus, Ohio	$4.45K	+$4.45K	2	0%	New
4362	LAM Lummis Asset Management Fort Worth, Texas	$4.24K	$0	1	0%	Maintained
4363	YAL Your Advocates Ltd Houston, Texas	$3.83K	$0	1	0%	Maintained
4364	GFL Granite FO LLC Bedford, New Hampshire	$3.71K	-$22.1K	1	0%	Reduced
4365	LFA LGT Financial Advisors Dallas, Texas	$3.56K	+$3.62K	1	0.02%	New
4366	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$3.56K	+$3.62K	1	0%	New
4367	BFM Brooklands Fund Management London, United Kingdom	$3.18K	+$3.73K	1	0%	New
4368	FC Family CFO Los Altos, California	$2.91K	+$2.73K	1	0%	New
4369	GF GGM Financials Columbus, Ohio	$2.49K	+$3.6K	1	0%	New
4370	BFS Beacon Financial Strategies Raleigh, North Carolina	$2.12K	+$1.99K	1	0%	New
4371	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$1.59K	-$296K	1	0%	Reduced
4372	EWA EQ Wealth Advisors Dallas, Texas	$1.53K	+$1.72K	1	0%	New
4373	SA SRH Advisors Salina, Kansas	$1.24K	$0	1	0%	Maintained
4374	RJA Ross\Johnson & Associates Plymouth, Minnesota	$1.06K	$0	2	0.02%	Maintained
4375	IA IFS Advisors Overland Park, Kansas	$1.06K	$0	1	0%	Maintained