← 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
2326	M1FG Mach-1 Financial Group Rogers, Arkansas	$114K	-$9.01K	2	0.12%	Reduced
2327	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$113K	$0	1	0.02%	Maintained
2328	JWBC John W. Brooker & Co Oakland, California	$113K	$0	1	0.07%	Maintained
2329	TFM TFC Financial Management Boston, Massachusetts	$112K	+$450	2	0.04%	Increased
2330	AWM Altus Wealth Management Ft Mitchell, Kentucky	$111K	$0	1	0.1%	Maintained
2331	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$110K	+$1.7K	1	0.08%	Increased
2332	SAM S.A. Mason Holland, Michigan	$110K	-$17.8K	1	0.09%	Reduced
2333	CYG Clean Yield Group Norwich, Vermont	$109K	$0	2	0.05%	Maintained
2334	FCB First Command Bank Fort Worth, Texas	$108K	-$7.46K	1	0.02%	Reduced
2335	FCFS First Command Financial Services Fort Worth, Texas	$108K	-$7.46K	1	0.02%	Reduced
2336	AIC Archer Investment Corporation Carmel, Indiana	$103K	+$22.4K	2	0.04%	Increased
2337	ACM Adalta Capital Management New York	$102K	-$108K	2	0.07%	Reduced
2338	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$102K	-$4.45K	1	0.05%	Reduced
2339	T TOBAM Paris, France	$102K	-$110K	1	0.01%	Reduced
2340	MCM Magnolia Capital Management Cold Spring, New York	$101K	$0	1	0.1%	Maintained
2341	UID Union Investments & Development Tel Aviv, Israel	$101K	$0	1	0.05%	Maintained
2342	MCM MV Capital Management Bethesda, Maryland	$99K	-$10.6K	2	0.02%	Reduced
2343	EP Wealth Advisors Torrance, California	$98K	-$3.14M	1	0%	Reduced
2344	HI Hudock Inc Williamsport, Pennsylvania	$98K	$0	2	0.03%	Maintained
2345	Kayne Anderson Rudnick Investment Management Los Angeles, California	$98K	-$26.2K	1	0%	Reduced
2346	FCG Financial Connections Group Corte Madera, California	$97K	-$24.6K	3	0.08%	Reduced
2347	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$96.9K	+$2.67K	1	0.03%	Increased
2348	MIG McGuire Investment Group Wakefield, Rhode Island	$96K	$0	1	0.02%	Maintained
2349	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$95K	-$225K	1	0.14%	Reduced
2350	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$92K	$0	1	0.05%	Maintained