← 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
2101	PG Proffitt & Goodson Knoxville, Tennessee	$5K	$0	1	0%	Maintained
2102	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$5K	$0	1	0%	Maintained
2103	KCM Kathmere Capital Management Wayne, Pennsylvania	$4K	+$4.28K	1	0%	New
2104	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$4K	$0	1	0%	Maintained
2105	ONST Old North State Trust Greensboro, North Carolina	$4K	+$3.77K	2	0%	New
2106	PCFFS Pacific Center for Financial Services San Ramon, California	$3K	$0	1	0%	Maintained
2107	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$3K	-$1.34K	1	0%	Reduced
2108	CFO CVA Family Office Denver, Colorado	$2K	+$1.97K	1	0%	New
2109	DI Disciplined Investments Tulsa, Oklahoma	$2K	$0	1	0%	Maintained
2110	LWA Lowe Wealth Advisors Columbia, Maryland	$2K	$0	1	0%	Maintained
2111	NC NewSquare Capital Newtown Square, Pennsylvania	$2K	-$1K	1	0%	Reduced
2112	VRM Vectors Research Management New York	$2K	-$1.09K	1	0%	Reduced
2113	AWM Adams Wealth Management Logan, Utah	$1K	+$1.09K	1	0%	New
2114	BWA Burt Wealth Advisors North Bethesda, Maryland	$1K	$0	1	0%	Maintained
2115	F F3Logic Burnsville, Minnesota	$950	+$950	1	0.02%	New
2116	AAM Arabesque Asset Management London, United Kingdom	$0	-$3.27M	0	–	Closed
2117	ACS Archford Capital Strategies Swansea, Illinois	$0	-$661K	0	–	Closed
2118	AGA Arkos Global Advisors Houston, Texas	$0	-$490K	0	–	Closed
2119	ARTA A.R.T. Advisors New York	$0	-$347K	0	–	Closed
2120	AAIM Asset Advisors Investment Management Augusta, Georgia	$0	-$81K	0	–	Closed
2121	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$0	-$5.93M	0	–	Closed
2122	B Bellecapital Zurich, Switzerland	$0	-$4.16M	0	–	Closed
2123	Benjamin Edwards Inc Clayton, Missouri	$0	-$14K	0	–	Closed
2124	BTP Bloom Tree Partners New York	$0	-$68.4M	0	–	Closed
2125	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$868K	0	–	Closed