← 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
1551	Altshuler Shaham Tel Aviv, Israel	$18K	+$5.52K	1	0%	Increased
1552	SIS Sound Income Strategies Ft Lauderdale, Florida	$18K	+$14.8K	2	0.01%	Increased
1553	Balentine LLC Atlanta, Georgia	$17K	+$17.2K	2	0%	New
1554	SWP Strategic Wealth Partners Independence, Ohio	$17K	+$4.07K	1	0.01%	Increased
1555	CFA Camarda Financial Advisors Fleming Island, Florida	$16K	-$6.27K	1	0.03%	Reduced
1556	EWA Evolution Wealth Advisors Aventura, Florida	$16K	-$107K	1	0.01%	Reduced
1557	POIA Pin Oak Investment Advisors Houston, Texas	$16K	+$627	1	0.01%	Increased
1558	Benjamin Edwards Inc Clayton, Missouri	$15K	+$7.05K	1	0.04%	Increased
1559	CAL Capital Advisors Ltd Shaker Heights, Ohio	$15K	$0	1	0%	Maintained
1560	H Hexavest Montreal, Quebec, Canada	$15K	+$15K	1	0%	New
1561	ME McIlrath & Eck Arlington, Washington	$15K	$0	1	0.01%	Maintained
1562	WC Westwind Capital Las Cruces, New Mexico	$15K	$0	1	0.01%	Maintained
1563	FPS Fieldpoint Private Securities Greenwich, Connecticut	$14K	$0	1	0%	Maintained
1564	HCM Hilton Capital Management Garden City, New York	$13K	$0	1	0%	Maintained
1565	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$12K	$0	1	0.01%	Maintained
1566	EI Ellevest Inc New York	$12K	-$4.07K	1	0%	Reduced
1567	TD Ameritrade Investment Management Omaha, Nebraska	$12K	-$88.4K	2	0%	Reduced
1568	PO Private Ocean San Rafael, California	$11K	$0	1	0%	Maintained
1569	TIM Tortoise Investment Management White Plains, New York	$11K	$0	2	0%	Maintained
1570	IRC Investors Research Corp Atlanta, Georgia	$10K	$0	1	0.01%	Maintained
1571	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$9K	+$1.05K	2	0.01%	Increased
1572	ETI Enterprise Trust & Investment Los Gatos, California	$9K	+$9.56K	1	0.01%	New
1573	MCM MV Capital Management Bethesda, Maryland	$9K	$0	1	0%	Maintained
1574	PK Pflug Koory Omaha, Nebraska	$9K	$0	1	0.01%	Maintained
1575	Kayne Anderson Rudnick Investment Management Los Angeles, California	$8K	+$8.15K	1	0%	New