← 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
1851	HI Hudock Inc Williamsport, Pennsylvania	$59K	+$2.7K	2	0.02%	Increased
1852	BAMG Brand Asset Management Group Chesterfield, Missouri	$58K	$0	2	0.04%	Maintained
1853	EC Estate Counselors Thiensville, Wisconsin	$57K	+$51.9K	1	0.01%	New
1854	Caption Management Oklahoma City, Oklahoma	$56K	$0	1	0%	Maintained
1855	MF Manchester Financial Westlake Village, California	$56K	-$17K	1	0.05%	Reduced
1856	PO Private Ocean San Rafael, California	$56K	-$75.3K	2	0.01%	Reduced
1857	CAC Certified Advisory Corp Altamonte Springs, Florida	$55K	$0	1	0.02%	Maintained
1858	Kayne Anderson Rudnick Investment Management Los Angeles, California	$54K	$0	1	0%	Maintained
1859	CYG Clean Yield Group Norwich, Vermont	$53K	-$30.3K	1	0.02%	Reduced
1860	TVWM Tower View Wealth Management Shorewood, Wisconsin	$52K	+$2.73K	2	0.04%	Increased
1861	RG Retirement Group San Diego, California	$48K	+$43.3K	1	0.03%	New
1862	AWM Avondale Wealth Management West Lake Hills, Texas	$47K	$0	2	0.07%	Maintained
1863	EIP Ellis Investment Partners Berwyn, Pennsylvania	$47K	$0	1	0.02%	Maintained
1864	FWM FSA Wealth Management Needham, Massachusetts	$47K	$0	1	0.03%	Maintained
1865	KIG Kessler Investment Group Columbus, Indiana	$47K	$0	1	0.06%	Maintained
1866	TC Trust Company Manhattan, Kansas	$47K	-$79.2K	1	0.04%	Reduced
1867	CHC City Holding Co Charleston, West Virginia	$42K	$0	1	0.01%	Maintained
1868	LOIM Liberty One Investment Management Libertyville, Illinois	$41K	+$36K	1	0.01%	New
1869	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$39K	$0	1	0.02%	Maintained
1870	HFM Hartford Financial Management Hartford, Connecticut	$38K	$0	1	0.01%	Maintained
1871	RDWM Red Door Wealth Management Memphis, Tennessee	$38K	$0	1	0.03%	Maintained
1872	SCA Stonebridge Capital Advisors St Paul, Minnesota	$38K	$0	1	0.01%	Maintained
1873	VEA Virtus ETF Advisers New York	$35K	-$10.6K	1	0.02%	Reduced
1874	CA Crewe Advisors Salt Lake City, Utah	$34K	$0	1	0.02%	Maintained
1875	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$33K	+$29.3K	2	0.03%	New