← 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
2401	BCH Berkshire Capital Holdings San Jose, California	$5K	-$43.4M	2	0%	Reduced
2402	HWM HighMark Wealth Management St. Paul, Minnesota	$5K	-$6.17K	1	0%	Reduced
2403	IWP IAG Wealth Partners Waukesha, Wisconsin	$5K	$0	1	0%	Maintained
2404	JIR James Investment Research Alpha, Ohio	$4K	-$3.73M	1	0%	Reduced
2405	PG Proffitt & Goodson Knoxville, Tennessee	$4K	$0	1	0%	Maintained
2406	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$4K	$0	1	0%	Maintained
2407	HF Halpern Financial Ashburn, Virginia	$3.17K	+$3.07K	1	0%	New
2408	AFS Annapolis Financial Services Annapolis, Maryland	$3K	+$3.86K	2	0%	New
2409	FI FormulaFolio Investments Grand Rapids, Michigan	$3K	-$3.58M	0	–	Closed
2410	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$2K	$0	1	0%	Maintained
2411	DWMG DB Wealth Management Group San Diego, California	$2K	$0	1	0%	Maintained
2412	DI Disciplined Investments Tulsa, Oklahoma	$2K	$0	1	0%	Maintained
2413	LWA Lowe Wealth Advisors Columbia, Maryland	$2K	$0	1	0%	Maintained
2414	MCF Advisors Covington, Kentucky	$1K	+$686	1	0%	New
2415	NIG NFJ Investment Group Dallas, Texas	$1K	+$973	2	0%	New
2416	7IH 72 Investment Holdings Stamford, Connecticut	$0	-$688M	0	–	Closed
2417	AWP Abacus Wealth Partners Santa Monica, California	$0	-$207K	0	–	Closed
2418	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$4.56M	0	–	Closed
2419	AL ADE LLC Baltimore, Maryland	$0	-$16K	0	–	Closed
2420	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$14K	0	–	Closed
2421	AWCI Alpine Woods Capital Investors Purchase, New York	$0	-$401K	0	–	Closed
2422	ACG Anchorage Capital Group New York	$0	-$69.5M	0	–	Closed
2423	AIA Angeles Investment Advisors Santa Monica, California	$0	-$660K	0	–	Closed
2424	AC Apogem Capital New York	$0	-$290K	0	–	Closed
2425	Atalanta Sosnoff Capital New York	$0	-$46.6M	0	–	Closed