← 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
2451	FCB First Command Bank Fort Worth, Texas	$168K	+$2.54K	2	0.03%	Increased
2452	FCFS First Command Financial Services Fort Worth, Texas	$168K	+$2.54K	2	0.03%	Increased
2453	MCM MV Capital Management Bethesda, Maryland	$168K	+$43.8K	2	0.03%	Increased
2454	LJHT Laurie J. Hall Trustee	$163K	$0	2	0.06%	Maintained
2455	KIG Kowal Investment Group Brookfield, Wisconsin	$162K	+$153K	3	0.05%	New
2456	BIA Bell Investment Advisors Oakland, California	$151K	+$143K	5	0.04%	New
2457	PWM Prentice Wealth Management Rochester, New York	$149K	-$3.05K	1	0.07%	Reduced
2458	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$146K	$0	1	0.06%	Maintained
2459	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$145K	+$129K	1	0.08%	Increased
2460	GC Globeflex Capital San Diego, California	$143K	$0	1	0.03%	Maintained
2461	DAM Delta Asset Management Memphis, Tennessee	$142K	+$11K	3	0.01%	Increased
2462	CA Centerpoint Advisors Needham, Massachusetts	$136K	-$14.1K	3	0.06%	Reduced
2463	HRC Hoertkorn Richard Charles	$136K	$0	1	0.06%	Maintained
2464	KIG Kessler Investment Group Columbus, Indiana	$136K	+$63.5K	1	0.1%	Increased
2465	Meag Munich Ergo Munich, Germany	$136K	-$6.43M	1	0.02%	Reduced
2466	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$135K	+$24.4K	1	0.04%	Increased
2467	HFM Hartford Financial Management Hartford, Connecticut	$132K	+$7.38K	3	0.03%	Increased
2468	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$131K	-$107K	2	0.1%	Reduced
2469	MWM Mascoma Wealth Management Hanover, New Hampshire	$127K	+$119K	1	0.05%	New
2470	CB Community Bank Dewitt, New York	$123K	$0	1	0.02%	Maintained
2471	LFM Lumina Fund Management New York	$120K	$0	1	0.04%	Maintained
2472	ME McIlrath & Eck Arlington, Washington	$119K	+$508	2	0.04%	Increased
2473	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$118K	+$110K	1	0.04%	New
2474	SMG Spectrum Management Group Indianapolis, Indiana	$116K	$0	1	0.02%	Maintained
2475	JAM JCIC Asset Management Toronto, Ontario, Canada	$114K	$0	2	0.04%	Maintained