← 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
1776	M MOTCO San Antonio, Texas	$3K	$0	1	0%	Maintained
1777	PG Proffitt & Goodson Knoxville, Tennessee	$3K	$0	1	0%	Maintained
1778	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1779	PCFFS Pacific Center for Financial Services San Ramon, California	$2K	$0	1	0%	Maintained
1780	AIM Aigen Investment Management New York	$1K	+$520	1	0%	New
1781	LWA Lowe Wealth Advisors Columbia, Maryland	$1K	$0	1	0%	Maintained
1782	PW Price Wealth Austin, Texas	$1K	-$5.64K	1	0%	Reduced
1783	RFM Royal Fund Management Lady Lake, Florida	$1K	-$3.42K	1	0%	Reduced
1784	TD Ameritrade Investment Management Omaha, Nebraska	$1K	+$790	1	0%	Increased
1785	SHWM Silicon Hills Wealth Management Austin, Texas	$101	+$784	1	0.08%	New
1786	AIM AIA Investment Management Singapore	$0	-$217K	0	–	Closed
1787	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$0	-$404K	0	–	Closed
1788	Aptus Capital Advisors Fairhope, Alabama	$0	-$2.38M	0	–	Closed
1789	AIA Arcadia Investment Advisors Eagle, Idaho	$0	-$135K	0	–	Closed
1790	Artemis Investment Management Edinburgh, United Kingdom	$0	-$429K	0	–	Closed
1791	AIM Axiom Investment Management New York	$0	-$239K	0	–	Closed
1792	Bain Capital Investors Boston, Massachusetts	$0	-$500M	0	–	Closed
1793	BTP Bloom Tree Partners New York	$0	-$30.2M	0	–	Closed
1794	BlueCrest Capital Management St Helier, Jersey	$0	-$1.38M	0	–	Closed
1795	BCM BlueMar Capital Management Miami, Florida	$0	-$3.07M	0	–	Closed
1796	BC Breakline Capital New York	$0	-$7.35M	0	–	Closed
1797	BCM BTC Capital Management Des Moines, Iowa	$0	-$365K	0	–	Closed
1798	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$239K	0	–	Closed
1799	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$0	-$133K	0	–	Closed
1800	CCP Cardan Capital Partners Denver, Colorado	$0	-$230K	0	–	Closed