← 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
501	WF WealthTrust Fairport Cleveland, Ohio	$8K	+$8.26K	1	0%	New
502	WCM Westend Capital Management Sausalito, California	$8K	+$8.26K	1	0.01%	New
503	NIM NuWave Investment Management Parsippany, New Jersey	$7K	+$7.26K	1	0.01%	New
504	First Horizon Advisors Memphis, Tennessee	$6K	+$5.88K	2	0%	New
505	WhitTier Trust Company Reno, Nevada	$6K	+$6.6K	1	0%	New
506	TCI Wealth Advisors Tucson, Arizona	$5K	+$5.28K	1	0%	New
507	Chilton Capital Management Houston, Texas	$4K	+$4.46K	1	0%	New
508	IFWM Institute for Wealth Management Denver, Colorado	$4K	+$4.79K	1	0%	New
509	MIM Macroview Investment Management Bethesda, Maryland	$4K	+$3.82K	1	0%	New
510	M MOTCO San Antonio, Texas	$4K	+$3.8K	1	0%	New
511	PP Palladium Partners Norfolk, Virginia	$4K	+$4.13K	1	0%	New
512	PSI Pinnacle Summer Investments Fairfax, Virginia	$4K	+$3.96K	1	0%	New
513	PMFA Plante Moran Financial Advisors Southfield, Michigan	$4K	+$4.46K	1	0%	New
514	WA WealthTrust-Arizona Scottsdale, Arizona	$4K	+$4.58K	1	0.01%	New
515	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3K	+$2.97K	1	0.01%	New
516	ATC Adirondack Trust Company Saratoga Springs, New York	$2K	+$2.48K	1	0%	New
517	BAM Barrett Asset Management New York	$2K	+$2.48K	1	0%	New
518	PineBridge Investments New York	$2K	+$1.86K	1	0%	New
519	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$2K	+$2.15K	1	0%	New
520	Lazard Asset Management New York	$0	+$619	1	0%	New
521	NES New England Securities New York	$0	+$165	1	0%	New