← 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
1451	AIM Anchor Investment Management Columbia, South Carolina	$5.75K	$0	1	0%	Maintained
1452	CX Institutional Auburn, Indiana	$5K	+$4.68K	1	0%	New
1453	NIM NuWave Investment Management Parsippany, New Jersey	$5K	-$220K	2	0.01%	Reduced
1454	KL KWMG LLC Overland Park, Kansas	$4K	$0	1	0%	Maintained
1455	LWA Lowe Wealth Advisors Columbia, Maryland	$4K	$0	2	0%	Maintained
1456	TFA Transamerica Financial Advisors St. Petersburg, Florida	$4K	-$154K	1	0%	Reduced
1457	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$3K	$0	1	0%	Maintained
1458	LFG LifePlan Financial Group Dayton, Ohio	$3K	$0	1	0%	Maintained
1459	SIAG Signet Investment Advisory Group Providence, Rhode Island	$3K	+$3.44K	1	0%	New
1460	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1461	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$3K	$0	2	0%	Maintained
1462	AIC Archer Investment Corporation Carmel, Indiana	$2K	+$2.2K	1	0%	New
1463	Country Trust Bank Bloomington, Illinois	$2K	+$1.79K	1	0%	New
1464	CIA CSat Investment Advisory Detroit, Michigan	$2K	+$688	1	0%	Increased
1465	GCM Gables Capital Management Miami, Florida	$2K	$0	1	0%	Maintained
1466	JIR James Investment Research Alpha, Ohio	$2K	+$2.06K	1	0%	New
1467	PG Proffitt & Goodson Knoxville, Tennessee	$2K	$0	1	0%	Maintained
1468	SIS Sound Income Strategies Ft Lauderdale, Florida	$2K	+$1.77K	1	0%	New
1469	TIM Tortoise Investment Management White Plains, New York	$2K	$0	1	0%	Maintained
1470	TCM Tradewinds Capital Management Bellingham, Washington	$2K	$0	1	0%	Maintained
1471	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	1	0%	Maintained
1472	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1473	RFM Royal Fund Management Lady Lake, Florida	$1K	$0	1	0%	Maintained
1474	TFS TrustCore Financial Services Brentwood, Tennessee	$1K	+$1.24K	1	0%	New
1475	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$0	-$39.7M	0	–	Closed