← 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
3251	TC Trust Company Manhattan, Kansas	$18.1K	$0	1	0%	Maintained
3252	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$18K	+$2.27K	1	0.02%	Increased
3253	PP PrairieView Partners St. Paul, Minnesota	$18K	$0	2	0%	Maintained
3254	PP PFS Partners Mine Hill, New Jersey	$17.5K	-$8.48K	1	0.01%	Reduced
3255	DA Denali Advisors San Diego, California	$17K	$0	1	0.01%	Maintained
3256	JSAM J. Safra Asset Management New York	$17K	+$16.5K	2	0%	New
3257	NC nVerses Capital Wellington, Florida	$16.5K	+$17.4K	1	0.04%	New
3258	EA Evolution Advisers Richmond, Virginia	$16K	-$1.44K	1	0.01%	Reduced
3259	TCM TruNorth Capital Management Kalamazoo, Michigan	$15.7K	+$15K	1	0.01%	New
3260	NI NCP Inc La Quinta, California	$15.4K	+$14.7K	1	0.01%	New
3261	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$15.4K	+$9.23K	1	0.01%	Increased
3262	MFC Mechanics Financial Corp Mansfield, Ohio	$15.1K	$0	1	0.01%	Maintained
3263	PLU Performa Ltd (US) Charleston, South Carolina	$14.7K	+$15.2K	1	0.01%	New
3264	PCWA Pacific Capital Wealth Advisors Corona, California	$14.7K	+$14.4K	2	0%	New
3265	MWA Miller Wealth Advisors Ridgeway, Colorado	$14.4K	+$213	1	0.01%	Increased
3266	MWA Moser Wealth Advisors Bellevue, Washington	$13.7K	$0	1	0.01%	Maintained
3267	PS PayPay Securities Tokyo, Japan	$13.4K	-$3.59K	3	0.67%	Reduced
3268	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$12.7K	$0	1	0.01%	Maintained
3269	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$12.2K	$0	1	0%	Maintained
3270	FG Fairman Group Chesterbrook, Pennsylvania	$11.5K	+$10.7K	1	0.01%	New
3271	SPM Symmetry Peak Management Radnor, Pennsylvania	$11.5K	-$586K	1	0%	Reduced
3272	Country Trust Bank Bloomington, Illinois	$10.8K	+$6.86K	1	0%	Increased
3273	AFWM Abich Financial Wealth Management Ashburn, Virginia	$9.7K	+$4.14K	3	0.01%	Increased
3274	GWSA Global Wealth Strategies & Associates Denver, Colorado	$9.41K	$0	1	0%	Maintained
3275	GIM Gold Investment Management Edmonton, Alberta, Canada	$9.34K	$0	1	0%	Maintained