← 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
1601	VRM Vectors Research Management New York	$7K	$0	1	0%	Maintained
1602	AP Atwood & Palmer Kansas City, Missouri	$6K	$0	1	0%	Maintained
1603	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$6K	+$5.58K	2	0%	New
1604	SWP Strategic Wealth Partners Independence, Ohio	$4.92K	+$11.5K	2	0.03%	Increased
1605	BCM Bourgeon Capital Management Darien, Connecticut	$4K	+$4.56K	1	0%	New
1606	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4K	+$4.25K	1	0%	New
1607	POIA Pin Oak Investment Advisors Houston, Texas	$4K	-$12K	1	0%	Reduced
1608	RFM Royal Fund Management Lady Lake, Florida	$4K	+$4.89K	1	0%	New
1609	WPW Winthrop Partners - WNY Buffalo, New York	$3.56K	+$3.65K	1	0%	New
1610	M MOTCO San Antonio, Texas	$3K	-$155K	1	0%	Reduced
1611	PG Proffitt & Goodson Knoxville, Tennessee	$3K	$0	1	0%	Maintained
1612	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1613	Altshuler Shaham Tel Aviv, Israel	$1K	-$16.9K	1	0%	Reduced
1614	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	1	0%	Maintained
1615	LWA Lowe Wealth Advisors Columbia, Maryland	$1K	-$5.22K	1	0%	Reduced
1616	O'Shaughnessy Asset Management Stamford, Connecticut	$1K	+$1.57K	3	0%	Increased
1617	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1618	Simon Quick Advisors Morristown, New Jersey	$1K	-$27.2K	1	0%	Reduced
1619	AO Allen Operations New York	$0	-$1.64M	0	–	Closed
1620	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$197K	0	–	Closed
1621	AFNAS American Financial Network Advisory Services Calabasas, California	$0	-$237K	0	–	Closed
1622	AIA Angeles Investment Advisors Santa Monica, California	$0	-$224K	0	–	Closed
1623	AFM Anson Funds Management Dallas, Texas	$0	-$307K	0	–	Closed
1624	Apollon Wealth Management Mount Pleasant, South Carolina	$0	-$124K	0	–	Closed
1625	AAM Arabesque Asset Management London, United Kingdom	$0	-$7.01M	0	–	Closed