← 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
1876	AIC Archer Investment Corporation Carmel, Indiana	$32.6K	+$20.2K	1	0.02%	Increased
1877	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$31K	$0	2	0.02%	Maintained
1878	FCB First Command Bank Fort Worth, Texas	$30K	$0	1	0.01%	Maintained
1879	FCFS First Command Financial Services Fort Worth, Texas	$30K	$0	1	0.01%	Maintained
1880	BAM Bellevue Asset Management Bellevue, Washington	$25K	$0	1	0.03%	Maintained
1881	HFA HC Financial Advisors Lafayette, California	$25K	$0	1	0.02%	Maintained
1882	Larson Financial Group St Louis, Missouri	$25K	+$13.4K	2	0.01%	Increased
1883	JWBC John W. Brooker & Co Oakland, California	$24K	$0	1	0.02%	Maintained
1884	TWP TFO Wealth Partners Maumee, Ohio	$24K	+$21.5K	2	0.01%	New
1885	FMP Financial Management Professionals Austin, Texas	$23K	+$20.7K	2	0.01%	New
1886	JAM JCIC Asset Management Toronto, Ontario, Canada	$22K	+$5.9K	1	0.01%	Increased
1887	SC Steph & Co Marinette, Wisconsin	$22K	-$1.85K	1	0.02%	Reduced
1888	KFS Kelly Financial Services Braintree, Massachusetts	$21.2K	-$4.21K	2	0.02%	Reduced
1889	CAL Capital Advisors Ltd Shaker Heights, Ohio	$19K	$0	1	0.01%	Maintained
1890	MCM MV Capital Management Bethesda, Maryland	$19K	$0	1	0%	Maintained
1891	PP PrairieView Partners St. Paul, Minnesota	$19K	$0	1	0%	Maintained
1892	WIM Westside Investment Management Santa Monica, California	$18.8K	$0	1	0.01%	Maintained
1893	ECM Estabrook Capital Management New York	$18.7K	$0	1	0%	Maintained
1894	PK Pflug Koory Omaha, Nebraska	$18K	$0	2	0.01%	Maintained
1895	SWM Sugarloaf Wealth Management Duluth, Georgia	$17K	$0	2	0.01%	Maintained
1896	EWA Evolution Wealth Advisors Aventura, Florida	$16K	-$124K	2	0.01%	Reduced
1897	TIM Tortoise Investment Management White Plains, New York	$16K	$0	1	0%	Maintained
1898	AIL AGF Investments LLC Toronto, Ontario, Canada	$14K	-$564K	1	0%	Reduced
1899	Benjamin Edwards Inc Clayton, Missouri	$14K	$0	1	0.01%	Maintained
1900	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$14K	-$10K	1	0.01%	Reduced