← 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
2026	TVWM Tower View Wealth Management Shorewood, Wisconsin	$65K	-$4.28K	1	0.04%	Reduced
2027	KIG Kessler Investment Group Columbus, Indiana	$63K	$0	1	0.07%	Maintained
2028	EIP Ellis Investment Partners Berwyn, Pennsylvania	$62K	$0	1	0.02%	Maintained
2029	Kayne Anderson Rudnick Investment Management Los Angeles, California	$60K	-$11.4K	1	0%	Reduced
2030	AWM Avondale Wealth Management West Lake Hills, Texas	$59K	$0	2	0.09%	Maintained
2031	LF Lee Financial Dallas, Texas	$58K	+$53.6K	1	0.02%	New
2032	CHC City Holding Co Charleston, West Virginia	$57K	$0	1	0.01%	Maintained
2033	SIM Seaview Investment Managers Miami, Florida	$57K	+$54.1K	1	0.05%	New
2034	TC Trust Company Manhattan, Kansas	$57K	-$5.69K	1	0.05%	Reduced
2035	CA Centerpoint Advisors Needham, Massachusetts	$55K	-$55.8K	1	0.04%	Reduced
2036	Cohen & Steers New York	$55K	-$118K	1	0%	Reduced
2037	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$52K	$0	1	0.02%	Maintained
2038	HFM Hartford Financial Management Hartford, Connecticut	$52K	$0	1	0.02%	Maintained
2039	APC Aspire Private Capital Cornelius, North Carolina	$50K	+$43.8K	1	0.02%	New
2040	CFG Capstone Financial Group Oklahoma City, Oklahoma	$50K	+$43.8K	1	0.04%	New
2041	LFM Lumina Fund Management New York	$48K	+$47.5K	1	0.03%	New
2042	AIC Archer Investment Corporation Carmel, Indiana	$44.1K	$0	1	0.02%	Maintained
2043	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$43K	+$2.19K	2	0.03%	Increased
2044	Larson Financial Group St Louis, Missouri	$42K	+$9.5K	3	0.02%	Increased
2045	MCF Advisors Covington, Kentucky	$41K	+$35.9K	1	0.01%	New
2046	FCB First Command Bank Fort Worth, Texas	$40K	$0	1	0.01%	Maintained
2047	FCFS First Command Financial Services Fort Worth, Texas	$40K	$0	1	0.01%	Maintained
2048	NIC Northwest Investment Counselors Lake Oswego, Oregon	$40K	+$35.3K	2	0.01%	New
2049	HFS HBC Financial Services Seattle, Washington	$39K	+$32.8K	1	0.03%	New
2050	AFS Aft Forsyth & Sober Valrico, Florida	$38K	-$43.8K	1	0.29%	Reduced