← 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
3076	DMKJ David M. Knott Jr	$20K	$0	1	0.01%	Maintained
3077	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$19.4K	-$7.35K	3	0.01%	Reduced
3078	VWA Valued Wealth Advisors Holladay, Utah	$19.3K	+$21.7K	2	0.02%	New
3079	CAM Costello Asset Management Feasterville, Pennsylvania	$18.2K	$0	1	0.02%	Maintained
3080	DA Denali Advisors San Diego, California	$17.9K	$0	1	0.01%	Maintained
3081	SR Syntax Research Boca Raton, Florida	$17.7K	$0	1	0.01%	Maintained
3082	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$16.3K	$0	1	0.01%	Maintained
3083	HF Halpern Financial Ashburn, Virginia	$16.1K	$0	1	0.01%	Maintained
3084	VF VitalStone Financial Shavano Park, Texas	$16K	-$5.53K	3	0.01%	Reduced
3085	CCA Criterion Capital Advisors Nashville, Tennessee	$16K	+$13.9K	2	0.01%	New
3086	TC Trust Company Manhattan, Kansas	$15.8K	$0	1	0%	Maintained
3087	PS PayPay Securities Tokyo, Japan	$15.4K	-$11.5K	3	0.75%	Reduced
3088	CFG CKW Financial Group Honolulu, Hawaii	$15K	$0	1	0%	Maintained
3089	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$15K	+$13.2K	1	0.02%	New
3090	NECFA New England Capital Financial Advisors Meriden, Connecticut	$14.8K	$0	2	0.01%	Maintained
3091	EA Evolution Advisers Richmond, Virginia	$14K	+$12.4K	1	0.01%	New
3092	PP PrairieView Partners St. Paul, Minnesota	$14K	$0	2	0%	Maintained
3093	RTL Red Tortoise LLC Atlanta, Georgia	$13.4K	$0	1	0.01%	Maintained
3094	MFC Mechanics Financial Corp Mansfield, Ohio	$13.2K	$0	1	0.01%	Maintained
3095	MWA Moser Wealth Advisors Bellevue, Washington	$12.7K	$0	1	0.01%	Maintained
3096	First Beijing Investment Ltd Hong Kong	$11.7K	+$9.19K	1	0%	New
3097	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$11.3K	$0	1	0%	Maintained
3098	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$11.1K	$0	1	0%	Maintained
3099	MWA Miller Wealth Advisors Ridgeway, Colorado	$10.6K	$0	1	0.01%	Maintained
3100	FCT First Community Trust Dubuque, Iowa	$10.4K	$0	2	0.01%	Maintained