← 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
1301	RAM Riggs Asset Management Dallas, Pennsylvania	$31K	$0	1	0.02%	Maintained
1302	AC Avestar Capital New York	$30K	+$1.61K	2	0.02%	Increased
1303	CAC Certified Advisory Corp Altamonte Springs, Florida	$30K	$0	1	0.01%	Maintained
1304	CI Global Investments Oakland, California	$30K	+$4.45K	1	0%	Increased
1305	VCM Versant Capital Management Phoenix, Arizona	$30K	-$297	2	0.01%	Reduced
1306	Bartlett & Co Cincinnati, Ohio	$29K	$0	1	0%	Maintained
1307	BFC Bedel Financial Consulting Indianapolis, Indiana	$29K	+$29.7K	1	0.02%	New
1308	CA Crewe Advisors Salt Lake City, Utah	$29K	$0	1	0.02%	Maintained
1309	Bartlett & Co Wealth Management Cincinnati, Ohio	$28.6K	$0	1	0%	Maintained
1310	CHC City Holding Co Charleston, West Virginia	$28K	$0	1	0.01%	Maintained
1311	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$28K	$0	1	0.02%	Maintained
1312	NWM Northwest Wealth Management Spencer, Iowa	$28K	$0	1	0.02%	Maintained
1313	Ancora Advisors Cleveland, Ohio	$27K	+$24.8K	1	0%	New
1314	EWM Endurance Wealth Management Providence, Rhode Island	$24K	+$22.3K	1	0%	New
1315	WCM Whitener Capital Management Rocky Mount, North Carolina	$24K	+$23K	1	0.02%	New
1316	GWS Glassman Wealth Services Vienna, Virginia	$22K	-$946	2	0.01%	Reduced
1317	Harding Loevner Bridgewater, New Jersey	$21K	$0	1	0%	Maintained
1318	Csenge Advisory Group Clearwater, Florida	$20K	+$24.8K	3	0.01%	New
1319	HCM Hilton Capital Management Garden City, New York	$20K	+$6.68K	1	0%	Increased
1320	KJWM Kiley Juergens Wealth Management Olympia, Washington	$20K	$0	1	0.01%	Maintained
1321	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$20K	$0	1	0.01%	Maintained
1322	FGAM Financial Gravity Asset Management Lakeway, Texas	$18K	-$148	2	0.02%	Reduced
1323	ME McIlrath & Eck Arlington, Washington	$18K	+$15.1K	1	0.01%	Increased
1324	AIM Arcadia Investment Management Kalamazoo, Michigan	$17K	$0	1	0%	Maintained
1325	CT Clearstead Trust Portland, Maine	$17K	+$4.16K	1	0.01%	Increased