← 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
1751	SWM Selective Wealth Management Forest, Virginia	$17K	$0	2	0.03%	Maintained
1752	VRM Vectors Research Management New York	$17K	+$1.66K	2	0.01%	Increased
1753	M MOTCO San Antonio, Texas	$16K	+$16.2K	2	0%	Increased
1754	MCM MV Capital Management Bethesda, Maryland	$15K	+$6.86K	1	0%	Increased
1755	PK Pflug Koory Omaha, Nebraska	$15K	+$3.72K	2	0.01%	Increased
1756	TC Truvestments Capital Sarasota, Florida	$15K	-$613K	1	0.02%	Reduced
1757	WIM Westside Investment Management Santa Monica, California	$14.5K	+$111K	1	0.01%	New
1758	ECM Estabrook Capital Management New York	$14.4K	$0	1	0%	Maintained
1759	CAL Capital Advisors Ltd Shaker Heights, Ohio	$14K	$0	1	0%	Maintained
1760	PP PrairieView Partners St. Paul, Minnesota	$14K	+$17.1K	1	0%	New
1761	SWM Sugarloaf Wealth Management Duluth, Georgia	$13K	$0	2	0.01%	Maintained
1762	FA Fortis Advisors Wayne, Pennsylvania	$12K	+$13.9K	1	0.01%	New
1763	JAM JCIC Asset Management Toronto, Ontario, Canada	$12K	+$13.7K	1	0.01%	New
1764	Benjamin Edwards Inc Clayton, Missouri	$11K	-$9.6K	1	0.01%	Reduced
1765	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$11K	-$15.3K	1	0%	Reduced
1766	TIM Tortoise Investment Management White Plains, New York	$11K	$0	2	0%	Maintained
1767	CFD Creative Financial Designs Kokomo, Indiana	$9K	$0	1	0%	Maintained
1768	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$9K	+$11.1K	1	0.02%	New
1769	RIM Ranger Investment Management Dallas, Texas	$9K	-$33.3K	1	0%	Reduced
1770	AIC Archer Investment Corporation Carmel, Indiana	$8K	$0	1	0.01%	Maintained
1771	HWM HighMark Wealth Management St. Paul, Minnesota	$8K	-$2.42K	2	0.01%	Reduced
1772	AP Atwood & Palmer Kansas City, Missouri	$7K	$0	1	0%	Maintained
1773	BC Barnett & Company Chattanooga, Tennessee	$7K	$0	1	0.01%	Maintained
1774	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$7K	+$8.57K	1	0.01%	New
1775	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$7K	$0	1	0%	Maintained