← 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
2301	Sageworth Trust Lancaster, Pennsylvania	$24K	+$14.6K	1	0%	Increased
2302	TI tru Independence Portland, Oregon	$23.6K	+$103K	3	0.04%	New
2303	WIM Westside Investment Management Santa Monica, California	$22.4K	+$21.7K	2	0.06%	Increased
2304	ECM Estabrook Capital Management New York	$22.3K	$0	1	0%	Maintained
2305	CAL Capital Advisors Ltd Shaker Heights, Ohio	$22K	$0	1	0%	Maintained
2306	DAC Dividend Assets Capital Ridgeland, South Carolina	$22K	+$24.3K	1	0%	New
2307	MAM McCarthy Asset Management Redwood Shores, California	$22K	+$24.3K	1	0.02%	New
2308	MCM MV Capital Management Bethesda, Maryland	$22K	$0	1	0%	Maintained
2309	PK Pflug Koory Omaha, Nebraska	$22K	$0	2	0.01%	Maintained
2310	SC Steph & Co Marinette, Wisconsin	$22K	$0	1	0.02%	Maintained
2311	SWM Sugarloaf Wealth Management Duluth, Georgia	$21K	+$1.04K	3	0.01%	Increased
2312	DCM Disciplina Capital Management Nashville, Tennessee	$20.8K	+$20.3K	2	0.01%	New
2313	ICM Islay Capital Management Lubbock, Texas	$20K	+$358	2	0.02%	Increased
2314	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$20K	$0	1	0.02%	Maintained
2315	CCC Crescent Capital Consulting New Orleans, Louisiana	$19K	+$20.4K	2	0%	New
2316	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$19K	+$20.4K	1	0%	New
2317	PCA Providence Capital Advisors Charlotte, North Carolina	$19K	+$20.7K	1	0.01%	Increased
2318	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$17K	$0	1	0.01%	Maintained
2319	PP Pacifica Partners Surrey, Canada	$17K	+$14.8K	2	0.02%	New
2320	PP PrairieView Partners St. Paul, Minnesota	$17K	$0	1	0%	Maintained
2321	SAM S.A. Mason Holland, Michigan	$17K	+$2.24K	1	0.01%	Increased
2322	TD Ameritrade Investment Management Omaha, Nebraska	$17K	+$3.64K	1	0%	Increased
2323	AL ADE LLC Baltimore, Maryland	$16K	+$12.1K	1	0.01%	New
2324	AIL AGF Investments LLC Toronto, Ontario, Canada	$14K	-$1.56K	1	0%	Reduced
2325	AP Atwood & Palmer Kansas City, Missouri	$14K	$0	1	0%	Maintained