← 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
1176	CI Global Investments Oakland, California	$16K	-$8.71M	1	0%	Reduced
1177	LF Lee Financial Dallas, Texas	$16K	+$15.6K	1	0%	New
1178	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$15K	$0	2	0.01%	Maintained
1179	Harding Loevner Bridgewater, New Jersey	$15K	$0	1	0%	Maintained
1180	Krilogy Financial St. Louis, Missouri	$15K	-$5.74K	1	0%	Reduced
1181	GWS Glassman Wealth Services Vienna, Virginia	$14K	+$3.44K	1	0.01%	Increased
1182	PW Price Wealth Austin, Texas	$14K	$0	1	0.01%	Maintained
1183	RIM Ranger Investment Management Dallas, Texas	$14K	$0	1	0%	Maintained
1184	AIM Arcadia Investment Management Kalamazoo, Michigan	$13K	$0	1	0%	Maintained
1185	AIM Advantage Investment Management Cedar Rapids, Iowa	$12K	$0	1	0%	Maintained
1186	BRC Bell Rock Capital Rehoboth Beach, Delaware	$12K	$0	1	0.01%	Maintained
1187	CAL Capital Advisors Ltd Shaker Heights, Ohio	$12K	$0	1	0%	Maintained
1188	CCM Cribstone Capital Management Augusta, Maine	$12K	+$4.82K	1	0.01%	Increased
1189	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$12K	-$574	1	0.01%	Reduced
1190	Moneta Group Investment Advisors St Louis, Missouri	$12K	+$10.7K	1	0%	Increased
1191	NSB Norway Savings Bank Portland, Maine	$12K	$0	1	0.01%	Maintained
1192	PG Patten Group Chattanooga, Tennessee	$12K	$0	1	0%	Maintained
1193	WPW Winthrop Partners - WNY Buffalo, New York	$11.7K	+$11.5K	1	0.01%	New
1194	BWM Baystate Wealth Management Boston, Massachusetts	$11K	+$1.15K	1	0%	Increased
1195	WC Westwind Capital Las Cruces, New Mexico	$11K	$0	1	0.01%	Maintained
1196	M MOTCO San Antonio, Texas	$10K	$0	1	0%	Maintained
1197	MUFG Americas New York	$10K	-$8.61K	1	0%	Reduced
1198	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$10K	$0	1	0.01%	Maintained
1199	OC Oakworth Capital Birmingham, Alabama	$9K	+$6.09K	1	0%	Increased
1200	SWP Strategic Wealth Partners Independence, Ohio	$9K	$0	1	0%	Maintained