← 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
2051	BWM BerganKDV Wealth Management Bloomington, Minnesota	$37K	-$74.9K	2	0.01%	Reduced
2052	DOA D'Orazio & Associates Falls Church, Virginia	$36K	+$36.5K	1	0.01%	New
2053	JAM JCIC Asset Management Toronto, Ontario, Canada	$34K	+$4.38K	1	0.02%	Increased
2054	BAM Bellevue Asset Management Bellevue, Washington	$33K	$0	1	0.02%	Maintained
2055	HFA HC Financial Advisors Lafayette, California	$33K	$0	1	0.02%	Maintained
2056	JWBC John W. Brooker & Co Oakland, California	$32K	$0	1	0.02%	Maintained
2057	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$31K	+$27.5K	2	0.02%	New
2058	FMP Financial Management Professionals Austin, Texas	$30K	$0	2	0.01%	Maintained
2059	KFS Kelly Financial Services Braintree, Massachusetts	$27.3K	$0	2	0.02%	Maintained
2060	WIM Westside Investment Management Santa Monica, California	$25.3K	-$3.94K	1	0.01%	Reduced
2061	ECM Estabrook Capital Management New York	$25.1K	$0	1	0%	Maintained
2062	CAL Capital Advisors Ltd Shaker Heights, Ohio	$25K	$0	1	0.01%	Maintained
2063	MCM MV Capital Management Bethesda, Maryland	$25K	$0	1	0.01%	Maintained
2064	Advisory Alpha Holland, Michigan	$24K	+$20.4K	2	0.01%	New
2065	PK Pflug Koory Omaha, Nebraska	$24K	$0	2	0.02%	Maintained
2066	SC Steph & Co Marinette, Wisconsin	$24K	-$4.16K	1	0.02%	Reduced
2067	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$23K	+$7.44K	1	0.02%	Increased
2068	ICM Islay Capital Management Lubbock, Texas	$22K	+$19.3K	1	0.02%	New
2069	SWM Sugarloaf Wealth Management Duluth, Georgia	$22K	$0	2	0.01%	Maintained
2070	VF Virtu Financial New York	$22K	-$2.7M	1	0%	Reduced
2071	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$19K	-$21K	2	0.02%	Reduced
2072	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$19K	$0	1	0.01%	Maintained
2073	PP PrairieView Partners St. Paul, Minnesota	$19K	-$5.47K	1	0%	Reduced
2074	TIM Tortoise Investment Management White Plains, New York	$19K	$0	1	0%	Maintained
2075	ARMC American Research & Management Company Marion, Massachusetts	$18K	+$8.76K	2	0.01%	Increased