← 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	RBF Capital San Francisco, California	$23K	$0	1	0%	Maintained
2452	FPB First PREMIER Bank Sioux Falls, South Dakota	$22K	+$3.9K	1	0.01%	Increased
2453	CAM Costello Asset Management Feasterville, Pennsylvania	$21K	$0	1	0.02%	Maintained
2454	FWA FSC Wealth Advisors Fishkill, New York	$21K	$0	1	0.2%	Maintained
2455	PK Pflug Koory Omaha, Nebraska	$21K	+$9.5K	1	0.01%	Increased
2456	AA AlphaMark Advisors Ft. Wright, Kentucky	$19K	+$10.9K	1	0.01%	Increased
2457	ARMC American Research & Management Company Marion, Massachusetts	$19K	+$15.5K	2	0.01%	Increased
2458	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$19K	$0	1	0.01%	Maintained
2459	PPWM PFG Private Wealth Management Lutz, Florida	$19K	+$22.5K	1	0.01%	New
2460	Close Asset Management London, United Kingdom	$18K	$0	1	0%	Maintained
2461	TIM Tevis Investment Management Plano, Texas	$17K	+$2.45K	1	0.02%	Increased
2462	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$16K	$0	2	0.01%	Maintained
2463	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$16K	$0	1	0.01%	Maintained
2464	CMP Coston McIsaac & Partners Bar Harbor, Maine	$16K	-$170	2	0.01%	Reduced
2465	ONST Old North State Trust Greensboro, North Carolina	$16K	+$19.3K	1	0.01%	New
2466	RCM Raleigh Capital Management Cary, North Carolina	$16K	+$9.93K	2	0.01%	Increased
2467	BA Bellwether Advisors Lincoln, Nebraska	$15K	+$18.3K	1	0%	Increased
2468	TD Ameritrade Investment Management Omaha, Nebraska	$15K	-$11.7K	1	0%	Reduced
2469	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$14.8K	+$17.5K	1	0.01%	New
2470	DAC Dividend Assets Capital Ridgeland, South Carolina	$14K	-$1.86K	1	0%	Reduced
2471	PCC Park Circle Company Baltimore, Maryland	$14K	$0	2	0.01%	Maintained
2472	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$13K	-$26.9K	4	0%	Reduced
2473	CWA Clearview Wealth Advisors Salem, Oregon	$13K	-$16.1K	2	0.01%	Reduced
2474	SC Schubert & Co Mckinney, Texas	$13K	+$1.38K	3	0.01%	Increased
2475	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$12K	-$2.69K	3	0%	Reduced