← 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
1576	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1577	IAS IMA Advisory Services Denver, Colorado	$2K	-$8.99K	1	0%	Reduced
1578	PCFFS Pacific Center for Financial Services San Ramon, California	$2K	$0	1	0%	Maintained
1579	SIS Sound Income Strategies Ft Lauderdale, Florida	$2K	$0	1	0%	Maintained
1580	TCM Tradewinds Capital Management Bellingham, Washington	$2K	$0	1	0%	Maintained
1581	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	1	0%	Maintained
1582	OWA One Wealth Advisors San Francisco, California	$1K	+$775	1	0%	New
1583	RFM Royal Fund Management Lady Lake, Florida	$1K	$0	1	0%	Maintained
1584	ACM Alight Capital Management New York	$0	-$1.37M	0	–	Closed
1585	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$14K	0	–	Closed
1586	APC Alta Park Capital San Francisco, California	$0	-$9.18M	0	–	Closed
1587	AWM Alterna Wealth Management Houston, Texas	$0	-$535K	0	–	Closed
1588	Assenagon Asset Management Senningerberg, Luxembourg	$0	-$15.2M	0	–	Closed
1589	BCM BBT Capital Management Fort Worth, Texas	$0	-$329K	0	–	Closed
1590	BBCM Boardman Bay Capital Management New York	$0	-$1.79M	0	–	Closed
1591	BI Bramshill Investments Naples, Florida	$0	-$10K	0	–	Closed
1592	Carmignac Gestion Paris, France	$0	-$165M	0	–	Closed
1593	CMG Cavalry Management Group San Francisco, California	$0	-$23.5M	0	–	Closed
1594	Centiva Capital New York	$0	-$33K	0	–	Closed
1595	CA Claro Advisors Boston, Massachusetts	$0	-$69K	0	–	Closed
1596	CC Claybrook Capital Wellesley, Massachusetts	$0	-$129K	0	–	Closed
1597	CYG Clean Yield Group Norwich, Vermont	$0	-$24K	0	–	Closed
1598	CBA Coastal Bridge Advisors Westport, Connecticut	$0	-$233K	0	–	Closed
1599	Corvex Management New York	$0	-$113M	0	–	Closed
1600	Country Trust Bank Bloomington, Illinois	$0	-$2K	0	–	Closed