← 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
2651	CFG CKW Financial Group Honolulu, Hawaii	$11K	$0	1	0%	Maintained
2652	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$11K	+$4.22K	1	0.01%	Increased
2653	PLU Performa Ltd (US) Charleston, South Carolina	$11K	-$6.42K	1	0.01%	Reduced
2654	PP Pacifica Partners Surrey, Canada	$10.5K	$0	2	0.01%	Maintained
2655	MFC Mechanics Financial Corp Mansfield, Ohio	$9.99K	$0	1	0.01%	Maintained
2656	SL Savior LLC Wellesley Hills, Massachusetts	$9.99K	$0	1	0.01%	Maintained
2657	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$9.29K	$0	1	0.01%	Maintained
2658	PP PrairieView Partners St. Paul, Minnesota	$9K	-$7K	2	0%	Reduced
2659	FNBOSM First National Bank of South Miami South Miami, Florida	$8.79K	$0	1	0.01%	Maintained
2660	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$7.99K	+$6.76K	1	0%	New
2661	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$7.93K	+$7.15K	3	0.01%	New
2662	FCT First Community Trust Dubuque, Iowa	$7.44K	$0	2	0.01%	Maintained
2663	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$7.44K	$0	1	0%	Maintained
2664	YAL Your Advocates Ltd Houston, Texas	$7.12K	$0	2	0%	Maintained
2665	BCM Bourgeon Capital Management Darien, Connecticut	$6.15K	$0	2	0%	Maintained
2666	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$6.11K	$0	2	0%	Maintained
2667	PS PayPay Securities Tokyo, Japan	$6.07K	-$2.43K	2	0.41%	Reduced
2668	LSA Lansing Street Advisors Ambler, Pennsylvania	$5.88K	$0	2	0%	Maintained
2669	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$5.82K	$0	1	0%	Maintained
2670	RIM Ranger Investment Management Dallas, Texas	$5.59K	$0	1	0%	Maintained
2671	SSC Syverson Strege & Co West Des Moines, Iowa	$5.59K	$0	1	0%	Maintained
2672	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$5.19K	$0	1	0%	Maintained
2673	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$5.19K	+$4.39K	1	0%	New
2674	SC Stephens Consulting Flint, Michigan	$5.03K	$0	2	0%	Maintained
2675	BG Bollard Group Boston, Massachusetts	$5K	$0	1	0%	Maintained