← 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
2426	BDS Banco de Sabadell Miami, Florida	$37K	$0	1	0.03%	Maintained
2427	Belvedere Trading Chicago, Illinois	$36.3K	-$13.2K	1	0%	Reduced
2428	TCM Tradewinds Capital Management Bellingham, Washington	$35.8K	+$10.9K	3	0.02%	Increased
2429	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$35.3K	-$19.3K	3	0.01%	Reduced
2430	JAM JCIC Asset Management Toronto, Ontario, Canada	$35K	$0	2	0.02%	Maintained
2431	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$35K	+$38.6K	3	0.01%	New
2432	RA Rise Advisors Rochester, New York	$34.7K	-$15.3K	4	0.03%	Reduced
2433	MIM Macroview Investment Management Bethesda, Maryland	$33.7K	+$30.6K	2	0.06%	Increased
2434	RWM Raffa Wealth Management Washington, District of Columbia	$33.4K	-$5.92K	4	0.01%	Reduced
2435	TD Ameritrade Investment Management Omaha, Nebraska	$33K	+$18.7K	2	0%	Increased
2436	RA Rational Advisors Huntington, New York	$31.9K	$0	2	0%	Maintained
2437	PP Paloma Partners Greenwich, Connecticut	$31.8K	-$780K	1	0%	Reduced
2438	RBF Capital San Francisco, California	$28K	-$12.1K	1	0%	Reduced
2439	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$27.6K	+$30.4K	1	0.01%	New
2440	Cohen & Steers New York	$27K	$0	1	0%	Maintained
2441	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$26.8K	$0	2	0.01%	Maintained
2442	APC Aspire Private Capital Cornelius, North Carolina	$26.5K	$0	1	0.01%	Maintained
2443	Emerald Advisers Leola, Pennsylvania	$26.5K	$0	1	0%	Maintained
2444	MPCL My Personal CFO LLC Vancouver, Washington	$26.4K	+$27.1K	3	0.02%	New
2445	MS Madden Securities Dallas, Texas	$24.9K	+$27.7K	2	0.01%	New
2446	Antipodes Partners Royal Exchange, Australia	$24K	+$23.9K	1	0%	New
2447	RG Retirement Group San Diego, California	$24K	+$22.9K	2	0.01%	Increased
2448	HWP Highline Wealth Partners Sherman Oaks, California	$23.7K	-$7.3K	1	0.02%	Reduced
2449	NIC Northwest Investment Counselors Lake Oswego, Oregon	$23.3K	$0	3	0.01%	Maintained
2450	CTA Colonial Trust Advisors Spartanburg, South Carolina	$22.6K	+$23.9K	3	0%	New