← 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	FIB First Interstate Bank Billings, Montana	$16K	-$97.3K	1	0%	Reduced
1577	Benjamin Edwards Inc Clayton, Missouri	$15K	$0	1	0.03%	Maintained
1578	CAL Capital Advisors Ltd Shaker Heights, Ohio	$15K	$0	1	0%	Maintained
1579	H Hexavest Montreal, Quebec, Canada	$14K	$0	1	0%	Maintained
1580	IWA Intercontinental Wealth Advisors San Antonio, Texas	$14K	+$13.8K	1	0.01%	New
1581	HCM Hilton Capital Management Garden City, New York	$13K	$0	1	0%	Maintained
1582	Walleye Capital New York	$13K	-$24.9K	2	0%	Reduced
1583	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$12K	$0	1	0.01%	Maintained
1584	SIS Sound Income Strategies Ft Lauderdale, Florida	$12K	-$5.53K	1	0%	Reduced
1585	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$11K	+$11.5K	2	0.01%	New
1586	Kayne Anderson Rudnick Investment Management Los Angeles, California	$11K	+$2.89K	1	0%	Increased
1587	OC Oakworth Capital Birmingham, Alabama	$11K	-$90.9K	1	0%	Reduced
1588	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$11K	-$30.4K	1	0%	Reduced
1589	TIM Tortoise Investment Management White Plains, New York	$10K	$0	2	0%	Maintained
1590	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$9K	$0	2	0.01%	Maintained
1591	ADL Asset Dedication LLC San Francisco, California	$9K	+$6.54K	1	0%	Increased
1592	CFD Creative Financial Designs Kokomo, Indiana	$9K	+$4.56K	1	0%	Increased
1593	EWA Evolution Wealth Advisors Aventura, Florida	$9K	-$6.99K	1	0%	Reduced
1594	MCM MV Capital Management Bethesda, Maryland	$9K	$0	1	0%	Maintained
1595	PK Pflug Koory Omaha, Nebraska	$9K	$0	1	0.01%	Maintained
1596	AIC Archer Investment Corporation Carmel, Indiana	$8K	+$5.78K	1	0%	Increased
1597	BC Barnett & Company Chattanooga, Tennessee	$7K	+$7.6K	1	0%	New
1598	Brinker Capital Investments Berwyn, Pennsylvania	$7K	-$213K	1	0%	Reduced
1599	FNBOSM First National Bank of South Miami South Miami, Florida	$7K	$0	1	0.01%	Maintained
1600	PW Price Wealth Austin, Texas	$7K	$0	1	0%	Maintained