← 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
2351	SFMG Sage Financial Management Group Mclean, Virginia	$32K	+$33.4K	1	0.02%	New
2352	PCFFS Pacific Center for Financial Services San Ramon, California	$31K	$0	1	0.01%	Maintained
2353	TIM Tortoise Investment Management White Plains, New York	$31K	$0	2	0.01%	Maintained
2354	Wolverine Asset Management Chicago, Illinois	$31K	+$30.6K	1	0%	Increased
2355	FMP Financial Management Professionals Austin, Texas	$28K	+$4.96K	3	0.01%	Increased
2356	HFA HC Financial Advisors Lafayette, California	$28K	$0	1	0.02%	Maintained
2357	MCM MV Capital Management Bethesda, Maryland	$28K	+$7.4K	2	0.01%	Increased
2358	PCC Park Circle Company Baltimore, Maryland	$28K	$0	1	0.02%	Maintained
2359	DSC Duncker Streett & Co St. Louis, Missouri	$25K	-$168K	1	0%	Reduced
2360	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$24K	+$6.23K	1	0%	Increased
2361	Benjamin Edwards Inc Clayton, Missouri	$23K	+$27.4K	1	0.02%	New
2362	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$23K	-$24K	1	0%	Reduced
2363	SWM Sugarloaf Wealth Management Duluth, Georgia	$22K	+$2.74K	4	0.01%	Increased
2364	ECM Estabrook Capital Management New York	$21.2K	$0	1	0%	Maintained
2365	CAL Capital Advisors Ltd Shaker Heights, Ohio	$21K	$0	1	0%	Maintained
2366	DAC Dividend Assets Capital Ridgeland, South Carolina	$21K	$0	1	0%	Maintained
2367	LAS Lloyd Advisory Services Suwanee, Georgia	$21K	+$21.6K	1	0.01%	New
2368	PP Pacifica Partners Surrey, Canada	$21K	+$6.42K	3	0.02%	Increased
2369	PK Pflug Koory Omaha, Nebraska	$21K	$0	2	0.01%	Maintained
2370	SC Steph & Co Marinette, Wisconsin	$19K	-$2K	1	0.01%	Reduced
2371	CAM Costello Asset Management Feasterville, Pennsylvania	$18K	+$18.7K	1	0.01%	New
2372	CTC (Chicago Trading Company) Chicago, Illinois	$17.7K	+$20.9K	1	0.01%	New
2373	DA Denali Advisors San Diego, California	$17K	-$668K	1	0.01%	Reduced
2374	TD Ameritrade Investment Management Omaha, Nebraska	$17K	$0	1	0%	Maintained
2375	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$16K	-$22.3K	2	0.01%	Reduced