← 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	AIM Axiom Investment Management New York	$91K	+$106K	2	0.18%	New
2352	BAM Byrne Asset Management Kingston, New Jersey	$90K	-$4.36K	3	0.07%	Reduced
2353	CPA Cardiff Park Advisors Carlsbad, California	$90K	-$272K	1	0.01%	Reduced
2354	HWA HCR Wealth Advisors Los Angeles, California	$90K	$0	1	0.02%	Maintained
2355	TFA Toth Financial Advisory Leesburg, Virginia	$90K	-$219K	5	0.02%	Reduced
2356	Apella Capital West Hartford, Connecticut	$89K	-$89	1	0.01%	Reduced
2357	AJ Ashburton (Jersey) St Helier, Jersey	$89K	$0	1	0.05%	Maintained
2358	BIA Bell Investment Advisors Oakland, California	$89K	-$21.9K	5	0.03%	Reduced
2359	AWM Abound Wealth Management Franklin, Tennessee	$88.5K	+$105K	3	0.05%	New
2360	FBFS First Business Financial Services Madison, Wisconsin	$88K	$0	1	0.01%	Maintained
2361	GLA Good Life Advisors Reading, Pennsylvania	$88K	+$96K	1	0.01%	New
2362	ACM Antonetti Capital Management Naples, Florida	$87K	$0	2	0.1%	Maintained
2363	KOC Koss-Olinger Consulting Gainesville, Florida	$87K	+$95.5K	1	0.01%	New
2364	MW Milestone Wealth Buffalo, New York	$84K	$0	1	0.09%	Maintained
2365	PCA Providence Capital Advisors Charlotte, North Carolina	$84K	$0	2	0.03%	Maintained
2366	AWM Avondale Wealth Management West Lake Hills, Texas	$83K	+$57.8K	2	0.09%	Increased
2367	LJHT Laurie J. Hall Trustee	$83K	$0	2	0.04%	Maintained
2368	DWM Darwin Wealth Management Tampa, Florida	$82K	-$272K	1	0.02%	Reduced
2369	KIG Kessler Investment Group Columbus, Indiana	$82K	$0	2	0.07%	Maintained
2370	RWI Red Wave Investments Dillsburg, Pennsylvania	$82K	$0	1	0.04%	Maintained
2371	WC Weil Company San Diego, California	$82K	+$89.3K	1	0.05%	New
2372	HFS Howard Financial Services Dallas, Texas	$81K	-$889	1	0.03%	Reduced
2373	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$81K	+$95.5K	1	0.07%	New
2374	RCG Rock Creek Group Washington, District of Columbia	$79K	+$16.4K	2	0.01%	Increased
2375	VC Vestor Capital Chicago, Illinois	$79K	$0	1	0.01%	Maintained