← 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
1251	AIM Advantage Investment Management Cedar Rapids, Iowa	$14K	$0	1	0.01%	Maintained
1252	BCA Bay Colony Advisors Concord, Massachusetts	$14K	+$12.8K	1	0.01%	New
1253	BRC Bell Rock Capital Rehoboth Beach, Delaware	$14K	$0	1	0.01%	Maintained
1254	CAL Capital Advisors Ltd Shaker Heights, Ohio	$14K	$0	1	0%	Maintained
1255	CCM Cribstone Capital Management Augusta, Maine	$14K	$0	1	0.01%	Maintained
1256	IAS IMA Advisory Services Denver, Colorado	$14K	+$13K	1	0.01%	New
1257	MFW Mosaic Family Wealth St. Louis, Missouri	$14K	+$12.8K	1	0.01%	New
1258	NSB Norway Savings Bank Portland, Maine	$14K	$0	1	0.01%	Maintained
1259	PG Patten Group Chattanooga, Tennessee	$14K	$0	1	0.01%	Maintained
1260	SAM Shamrock Asset Management Dallas, Texas	$14K	+$12.8K	1	0.01%	New
1261	WC Westwind Capital Las Cruces, New Mexico	$13K	$0	1	0.01%	Maintained
1262	LFA Legacy Financial Advisors Covington, Kentucky	$12K	+$4.34K	1	0%	Increased
1263	M MOTCO San Antonio, Texas	$12K	$0	1	0%	Maintained
1264	MUFG Americas New York	$12K	$0	1	0%	Maintained
1265	CT Clearstead Trust Portland, Maine	$11K	+$10.2K	1	0.01%	New
1266	HCM Hilton Capital Management Garden City, New York	$11K	+$10.2K	1	0%	New
1267	OC Oakworth Capital Birmingham, Alabama	$11K	$0	1	0%	Maintained
1268	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$11K	$0	1	0.01%	Maintained
1269	PO Private Ocean San Rafael, California	$10K	$0	1	0%	Maintained
1270	WF WealthTrust Fairport Cleveland, Ohio	$10K	-$46.6K	2	0%	Reduced
1271	C Cerebellum San Francisco, California	$9K	-$163K	1	0.02%	Reduced
1272	LGWM Litman Gregory Wealth Management Larkspur, California	$8K	$0	1	0%	Maintained
1273	MCM MV Capital Management Bethesda, Maryland	$8K	$0	1	0%	Maintained
1274	PK Pflug Koory Omaha, Nebraska	$8K	$0	1	0.01%	Maintained
1275	CJA C-J Advisory San Jose, California	$7K	-$2.3K	1	0%	Reduced