← 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
1526	CFA Camarda Financial Advisors Fleming Island, Florida	$23K	+$22.9K	1	0.04%	New
1527	CJA C-J Advisory San Jose, California	$23K	+$15.5K	1	0.02%	Increased
1528	MFW Mosaic Family Wealth St. Louis, Missouri	$23K	+$7.13K	1	0.01%	Increased
1529	CT Clearstead Trust Portland, Maine	$22K	+$10.5K	1	0.02%	Increased
1530	Harding Loevner Bridgewater, New Jersey	$21K	-$14K	1	0%	Reduced
1531	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$20K	+$18.7K	2	0.01%	New
1532	CFD Creative Financial Designs Kokomo, Indiana	$17K	$0	1	0.01%	Maintained
1533	EI Ellevest Inc New York	$17K	+$7.44K	1	0.01%	Increased
1534	LWM Liberty Wealth Management Oakland, California	$17K	+$1.08K	1	0.01%	Increased
1535	CAL Capital Advisors Ltd Shaker Heights, Ohio	$16K	$0	1	0%	Maintained
1536	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$16K	$0	1	0%	Maintained
1537	POIA Pin Oak Investment Advisors Houston, Texas	$16K	+$15.8K	1	0.01%	New
1538	RWM Raffa Wealth Management Washington, District of Columbia	$15.1K	-$34.7K	2	0.01%	Reduced
1539	ME McIlrath & Eck Arlington, Washington	$15K	+$5.12K	1	0.01%	Increased
1540	SWP Strategic Wealth Partners Independence, Ohio	$15K	+$7.75K	1	0.01%	Increased
1541	WC Westwind Capital Las Cruces, New Mexico	$15K	$0	1	0.01%	Maintained
1542	TFS TrustCore Financial Services Brentwood, Tennessee	$14K	+$11.3K	2	0%	Increased
1543	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$13K	$0	1	0.01%	Maintained
1544	HCM Hilton Capital Management Garden City, New York	$13K	$0	1	0%	Maintained
1545	MCF Advisors Covington, Kentucky	$13K	$0	1	0%	Maintained
1546	FPS Fieldpoint Private Securities Greenwich, Connecticut	$12K	-$50K	1	0.01%	Reduced
1547	PO Private Ocean San Rafael, California	$12K	$0	1	0%	Maintained
1548	Altshuler Shaham Tel Aviv, Israel	$11K	+$10.1K	1	0%	New
1549	SAM Strategy Asset Managers Pasadena, California	$11K	-$2.77M	1	0%	Reduced
1550	AIC Ameritas Investment Company Lincoln, Nebraska	$10K	-$505K	1	0%	Reduced