← 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
2376	LAM Lakewood Asset Management Naperville, Illinois	$67K	+$69.8K	3	0.05%	New
2377	RWI Red Wave Investments Dillsburg, Pennsylvania	$66.3K	+$1.44K	1	0.03%	Increased
2378	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$65K	+$5.37K	2	0.57%	Increased
2379	HFS Howard Financial Services Dallas, Texas	$64.6K	+$508	1	0.02%	Increased
2380	ME McIlrath & Eck Arlington, Washington	$64.6K	-$2.92K	2	0.02%	Reduced
2381	UW Unique Wealth Clearwater, Florida	$64.2K	+$75.8K	1	0.03%	New
2382	MWM Mascoma Wealth Management Hanover, New Hampshire	$61.9K	$0	1	0.02%	Maintained
2383	AIC Archer Investment Corporation Carmel, Indiana	$61K	-$37.6K	3	0.02%	Reduced
2384	ACA Atlas Capital Advisors Jackson, Wyoming	$60.6K	-$9.78K	2	0.01%	Reduced
2385	RFA Register Financial Advisors Atlanta, Georgia	$59.9K	+$66.3K	3	0.04%	New
2386	PAM Paradigm Asset Management New York	$59.7K	-$978K	1	0.02%	Reduced
2387	HFM Hartford Financial Management Hartford, Connecticut	$57.9K	$0	3	0.02%	Maintained
2388	QVR San Francisco, California	$57.8K	-$1.35M	2	0.01%	Reduced
2389	AAG Armstrong Advisory Group Needham, Massachusetts	$57.5K	+$61.3K	3	0.01%	New
2390	SWM Sanctuary Wealth Management Pocatello, Idaho	$57.4K	+$63.2K	1	0.07%	New
2391	SWM Sugarloaf Wealth Management Duluth, Georgia	$55.2K	-$73.5K	3	0.01%	Reduced
2392	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$54K	+$58.5K	2	0.03%	New
2393	BHWM Beaird Harris Wealth Management Dallas, Texas	$53.2K	+$49.5K	3	0.01%	Increased
2394	WAM WFA Asset Management Whitefish Bay, Wisconsin	$53K	$0	1	0.03%	Maintained
2395	GFPC Global Financial Private Client Sarasota, Florida	$52.5K	$0	3	0.03%	Maintained
2396	DWP Destiny Wealth Partners Tavares, Florida	$52.4K	+$11K	2	0.01%	Increased
2397	KFS Kelly Financial Services Braintree, Massachusetts	$52.4K	+$8.78K	2	0.03%	Increased
2398	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$52.2K	-$17.2K	4	0.01%	Reduced
2399	PO Private Ocean San Rafael, California	$51.5K	-$11K	4	0.01%	Reduced
2400	RCG Rock Creek Group Washington, District of Columbia	$51.2K	-$25.7K	2	0.01%	Reduced