← 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
3176	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$28.3K	+$29.4K	1	0.02%	New
3177	SRCM Signature Resources Capital Management Newport Beach, California	$26.9K	+$2.32K	2	0.02%	Increased
3178	HWM HighMark Wealth Management St. Paul, Minnesota	$26.4K	-$13.8K	5	0.02%	Reduced
3179	CAM Chesapeake Asset Management New York	$25.7K	$0	1	0.02%	Maintained
3180	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$25.7K	+$24.9K	1	0.02%	Increased
3181	RBF Capital San Francisco, California	$25.3K	$0	1	0%	Maintained
3182	CMP Coston McIsaac & Partners Bar Harbor, Maine	$25K	$0	4	0.01%	Maintained
3183	SSG Summit Securities Group New York	$25K	+$22.5K	1	0%	New
3184	MHR Matthew Hamilton Rosenberg	$24.1K	-$26.8K	1	0.01%	Reduced
3185	SC Steph & Co Marinette, Wisconsin	$23.9K	-$15.3K	1	0.01%	Reduced
3186	NI NCP Inc La Quinta, California	$23.4K	+$10.7K	1	0.01%	Increased
3187	SFC Strategic Financial Concepts San Antonio, Texas	$22.4K	+$725K	2	0.01%	New
3188	SWM Sugarloaf Wealth Management Duluth, Georgia	$22.1K	$0	2	0%	Maintained
3189	PA Pineridge Advisors St. Charles, Missouri	$22K	-$5.41K	3	0.01%	Reduced
3190	BGAI Bruce G. Allen Investments Denver, Colorado	$21.4K	+$3.48K	2	0.02%	Increased
3191	MIM Macroview Investment Management Bethesda, Maryland	$20.9K	-$38K	3	0.02%	Reduced
3192	FW Fairway Wealth Independence, Ohio	$20.7K	+$20.6K	2	0.01%	New
3193	NECFA New England Capital Financial Advisors Meriden, Connecticut	$20.7K	-$1.07K	3	0.01%	Reduced
3194	RWA Redmont Wealth Advisors Chicago, Illinois	$20.7K	$0	2	0.03%	Maintained
3195	DMKJ David M. Knott Jr	$20K	$0	1	0.01%	Maintained
3196	WAG Wiser Advisor Group Phoenix, Arizona	$19.8K	+$268	1	0.03%	Increased
3197	SR Syntax Research Boca Raton, Florida	$19.7K	$0	1	0.02%	Maintained
3198	CC Cultivar Capital Denton, Texas	$19.6K	+$20.2K	2	0.02%	New
3199	CCA Criterion Capital Advisors Nashville, Tennessee	$19.5K	$0	2	0.01%	Maintained
3200	NAAA New Age Alpha Advisors Rye, New York	$19.2K	-$1.59M	2	0.01%	Reduced