← 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	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$57K	+$62.8K	3	0.02%	Increased
2402	PCFFS Pacific Center for Financial Services San Ramon, California	$57K	-$231K	1	0.02%	Reduced
2403	Belvedere Trading Chicago, Illinois	$56K	-$30.1K	1	0%	Reduced
2404	SMG Spectrum Management Group Indianapolis, Indiana	$56K	+$10.2K	2	0.01%	Increased
2405	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$54K	-$755	3	0.05%	Reduced
2406	FA Fortis Advisors Wayne, Pennsylvania	$54K	$0	1	0.04%	Maintained
2407	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$54K	-$2.46K	2	0.01%	Reduced
2408	RA Rise Advisors Rochester, New York	$53K	+$8.48K	4	0.04%	Increased
2409	TAM Tucker Asset Management Littleton, Colorado	$52.2K	+$5.53K	3	0.02%	Increased
2410	ECM Estabrook Capital Management New York	$51.4K	-$5.9K	2	0.01%	Reduced
2411	HWA HHM Wealth Advisors Chattanooga, Tennessee	$51K	-$146K	4	0.01%	Reduced
2412	CAL Capital Advisors Ltd Shaker Heights, Ohio	$50K	+$7.56K	5	0.01%	Increased
2413	PHAM Portland Hill Asset Management London, United Kingdom	$50K	$0	1	0.09%	Maintained
2414	Country Trust Bank Bloomington, Illinois	$49K	+$6.61K	1	0%	Increased
2415	TCWA Ten Capital Wealth Advisors Spokane, Washington	$45K	$0	2	0.02%	Maintained
2416	DWP Destiny Wealth Partners Tavares, Florida	$44K	-$10.3K	2	0.01%	Reduced
2417	EC Estate Counselors Thiensville, Wisconsin	$44K	$0	1	0.01%	Maintained
2418	KFS Kelly Financial Services Braintree, Massachusetts	$43.7K	-$646	3	0.03%	Reduced
2419	FCMT Founders Capital Management (Texas) Houston, Texas	$43K	$0	1	0.04%	Maintained
2420	JAM JCIC Asset Management Toronto, Ontario, Canada	$42K	-$25.6K	2	0.02%	Reduced
2421	AWM Ameliora Wealth Management Zurich, Switzerland	$41K	+$49K	2	0.02%	New
2422	RWM Raffa Wealth Management Washington, District of Columbia	$40.6K	+$235	4	0.02%	Increased
2423	BC Barrett & Company Providence, Rhode Island	$38.8K	+$47K	3	0.03%	New
2424	TVWM Tower View Wealth Management Shorewood, Wisconsin	$37K	$0	1	0.03%	Maintained
2425	MCA Maryland Capital Advisors Chester, Maryland	$36K	+$6.87K	3	0.04%	Increased