← 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
3201	FPB First PREMIER Bank Sioux Falls, South Dakota	$19K	$0	2	0.01%	Maintained
3202	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$19K	$0	1	0.02%	Maintained
3203	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$18.4K	$0	3	0.01%	Maintained
3204	CAM Costello Asset Management Feasterville, Pennsylvania	$17.7K	$0	1	0.01%	Maintained
3205	ACM Anfield Capital Management Irvine, California	$17.7K	-$5.02K	4	0.01%	Reduced
3206	FWA FSC Wealth Advisors Fishkill, New York	$17.5K	$0	1	0.01%	Maintained
3207	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$16.7K	-$803	1	0%	Reduced
3208	NMM Naples Money Management Naples, Florida	$16.1K	-$1.15K	1	0.01%	Reduced
3209	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$15.9K	$0	1	0.01%	Maintained
3210	Country Trust Bank Bloomington, Illinois	$15.7K	+$3.83K	1	0%	Increased
3211	TC Trust Company Manhattan, Kansas	$15.4K	$0	1	0%	Maintained
3212	PP PFS Partners Mine Hill, New Jersey	$14.9K	$0	1	0.01%	Maintained
3213	AFWM Abich Financial Wealth Management Ashburn, Virginia	$14.9K	+$5.74K	3	0.01%	Increased
3214	MWA Moser Wealth Advisors Bellevue, Washington	$14.2K	$0	1	0.01%	Maintained
3215	DWM Dogwood Wealth Management Lenexa, Kansas	$13.7K	$0	1	0.01%	Maintained
3216	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$13.1K	$0	1	0.01%	Maintained
3217	PP PrairieView Partners St. Paul, Minnesota	$13K	$0	2	0%	Maintained
3218	RF Robinswood Financial Kirkland, Washington	$12.9K	+$12.2K	2	0.01%	Increased
3219	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$12.9K	+$13.4K	1	0%	New
3220	MFC Mechanics Financial Corp Mansfield, Ohio	$12.9K	$0	1	0.01%	Maintained
3221	SL Salomon & Ludwin Richmond, Virginia	$12.7K	-$14.2K	2	0%	Reduced
3222	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$12.6K	$0	1	0%	Maintained
3223	PS PayPay Securities Tokyo, Japan	$12.4K	-$598	3	1.04%	Reduced
3224	NMG New Millennium Group Sandy, Utah	$12.2K	-$1.7M	3	0.01%	Reduced
3225	EA Evolution Advisers Richmond, Virginia	$12K	$0	1	0.01%	Maintained